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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $108.4B AUM 6,108 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 254 New 2032 Added 733 Reduced 144 Exited
Page 10 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 10,177.0 $202K NEW $19.80 +3.9%
182 FIDELIS INSURANCE HOLDINGS L 10,490.0 $200K NEW $19.11
183 OMDA OMADA HEALTH INC Healthcare 15,570.0 $196K NEW $12.57 +31.9%
184 ORC ORCHID IS CAP INC Real Estate 27,768.0 $195K NEW $7.03 -1.6%
185 STARZ ENTERTAINMENT CORP. 16,540.0 $190K NEW $11.50
186 FC FRANKLIN COVEY CO Industrials 11,685.0 $185K NEW $15.79 +29.8%
187 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 60,167.0 $170K NEW $2.83 +69.6%
188 PAYS PAYSIGN INC Technology 28,644.0 $169K NEW $5.90 -1.9%
189 PRTA PROTHENA CORP PLC Healthcare 17,248.0 $168K NEW $9.72 +1.4%
190 EBS EMERGENT BIOSOLUTIONS INC Healthcare 19,211.0 $159K NEW $8.30 -1.1%
191 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 38,643.0 $150K NEW $3.88 -32.5%
192 LFMD LIFEMD INC Healthcare 40,950.0 $148K NEW $3.61 +23.3%
193 ZIP ZIPRECRUITER INC Industrials 76,023.0 $140K NEW $1.84 +96.7%
194 EMBC EMBECTA CORP Healthcare 15,567.0 $138K NEW $8.85 -64.5%
195 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 22,777.0 $137K NEW $6.02 -15.1%
196 INV INNVENTURE INC Financial Services 34,905.0 $136K NEW $3.91 +87.2%
197 ASST STRIVE INC Communication Services 13,608.0 $136K NEW $10.02 +67.6%
198 TDAY USA TODAY CO INC Communication Services 18,504.0 $130K NEW $7.05 +3.1%
199 PUBM PUBMATIC INC Technology 15,773.0 $129K NEW $8.18 +16.4%
200 PAYSAFE LIMITED 18,707.0 $127K NEW $6.81
Page 10 of 13  ·  254 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 12.4%
Industrials 11.8%
Healthcare 10.5%
Consumer Cyclical 10.2%
Communication Services 8.1%
Real Estate 5.5%
Energy 3.8%
Consumer Defensive 3.4%
Basic Materials 3.2%