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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $113.3B AUM 6,177 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 232 New 978 Added 1842 Reduced 188 Exited
Page 35 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TRU TRANSUNION Industrials 138,000.0 $10.0M 0.01% -19K -12.0% $72.14 +17.6%
682 AZZ AZZ INC Industrials 63,032.0 $9.8M 0.01% -39K -38.2% $155.10 -9.2%
683 PURSUIT ATTRACTIONS AND HOSP 174,101.0 $9.7M 0.01% -34K -16.3% $55.97
684 TDC TERADATA CORP DEL Technology 280,505.0 $9.7M 0.01% -60K -17.6% $34.65 -20.6%
685 VSNT VERSANT MEDIA GROUP INC Industrials 268,927.0 $9.7M 0.01% -41K -13.3% $36.02 +9.2%
686 KFY KORN FERRY Industrials 145,071.0 $9.7M 0.01% -39K -21.2% $66.58 +27.3%
687 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 179,037.0 $9.7M 0.01% -124K -41.0% $53.95 -22.8%
688 BZ KANZHUN LIMITED Industrials 749,375.0 $9.6M 0.01% -1.0M -58.3% $12.87 +20.0%
689 CSGP COSTAR GROUP INC Real Estate 339,877.0 $9.6M 0.01% -47K -12.1% $28.31 +16.0%
690 SYNA SYNAPTICS INC Technology 76,344.0 $9.5M 0.01% -37K -32.7% $124.23 -24.6%
691 TEX TEREX CORP NEW Industrials 130,490.0 $9.4M 0.01% -64K -32.9% $72.39 -9.0%
692 VLTO VERALTO CORP Industrials 106,448.0 $9.4M 0.01% -288K -73.0% $88.69 +12.0%
693 CUSHMAN AND WAKEFIELD LTD 703,764.0 $9.4M 0.01% -434K -38.1% $13.39
694 CECO CECO ENVIRONMENTAL CORP Industrials 102,871.0 $9.3M 0.01% -8K -7.6% $90.74 -21.4%
695 RYN RAYONIER INC Real Estate 438,457.0 $9.3M 0.01% -162K -27.0% $21.28 -0.3%
696 OLED UNIVERSAL DISPLAY CORP Technology 106,551.0 $9.2M 0.01% -17K -13.8% $86.60 -2.2%
697 HAS HASBRO INC Consumer Cyclical 111,699.0 $9.2M 0.01% -17K -13.1% $82.59 +15.5%
698 XYL XYLEM INC Industrials 77,064.0 $9.1M 0.01% -425K -84.6% $118.21 -3.4%
699 DTM DT MIDSTREAM INC Energy 61,938.0 $9.1M 0.01% -7K -10.8% $146.74 -14.3%
700 FRPT FRESHPET INC Consumer Defensive 153,441.0 $9.1M 0.01% -92K -37.6% $59.12 +29.5%
Page 35 of 93  ·  1,842 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 32.6%
Industrials 12.6%
Financial Services 12.1%
Healthcare 10.2%
Consumer Cyclical 9.7%
Real Estate 5.7%
Communication Services 5.3%
Consumer Defensive 3.2%
Energy 3.1%
Basic Materials 3.0%