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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 11 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SEMR SEMRUSH HLDGS INC Technology 10,340.0 $123K NEW $11.94 +0.5%
202 OPFI OPPFI INC Technology 15,992.0 $123K NEW $7.71 +15.7%
203 ACH ACCENDRA HEALTH INC Healthcare 53,805.0 $123K NEW $2.28 +27.6%
204 CTLP CANTALOUPE INC Technology 10,981.0 $119K NEW $10.81 +3.6%
205 VYGR VOYAGER THERAPEUTICS INC Healthcare 28,937.0 $112K NEW $3.86 +9.8%
206 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 19,190.0 $111K NEW $5.78 +0.7%
207 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 26,281.0 $110K NEW $4.20 -22.4%
208 STIM NEURONETICS INC Healthcare 76,046.0 $110K NEW $1.45 -11.7%
209 LVO LIVEONE INC Communication Services 21,578.0 $110K NEW $5.10 +3.5%
210 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 28,051.0 $109K NEW $3.88 -38.1%
211 LTBR LIGHTBRIDGE CORP Industrials 10,041.0 $107K NEW $10.66 +20.4%
212 TYGO TIGO ENERGY INC Energy 28,420.0 $107K NEW $3.76 +7.4%
213 TALK TALKSPACE INC Healthcare 20,555.0 $106K NEW $5.17 +0.3%
214 RPAY REPAY HLDGS CORP Technology 39,556.0 $103K NEW $2.60 +29.6%
215 BARNES & NOBLE ED INC 11,515.0 $102K NEW $8.83
216 PRME PRIME MEDICINE INC Healthcare 29,183.0 $102K NEW $3.48 -10.1%
217 RCKT ROCKET PHARMACEUTICALS INC Healthcare 28,093.0 $101K NEW $3.58 -5.0%
218 NNOX NANO X IMAGING LTD Healthcare 43,230.0 $98K NEW $2.27 -24.2%
219 ORGO ORGANOGENESIS HLDGS INC Healthcare 40,244.0 $95K NEW $2.37 +9.3%
220 SOUNDTHINKING INC 13,839.0 $92K NEW $6.62
Page 11 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%