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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 62 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PATH UIPATH INC Technology 167,259.0 $1.8M 0.00% -46K -21.5% $10.87 +50.8%
1222 OSIS OSI SYSTEMS INC Technology 8,303.0 $1.8M 0.00% -10K -54.7% $218.69 -5.5%
1223 BL BLACKLINE INC Technology 64,691.0 $1.8M 0.00% -41K -38.5% $28.06 +13.4%
1224 NMM NAVIOS MARITIME PARTNERS LP Industrials 25,790.0 $1.8M 0.00% -2K -7.9% $70.07 +26.7%
1225 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 105,627.0 $1.8M 0.00% -107K -50.4% $16.94 +28.9%
1226 DEI DOUGLAS EMMETT INC Real Estate 151,167.0 $1.8M 0.00% -19K -11.3% $11.80 -0.1%
1227 MG MISTRAS GROUP INC Industrials 101,998.0 $1.8M 0.00% -103K -50.2% $17.47 +8.5%
1228 KURA KURA ONCOLOGY INC Healthcare 162,110.0 $1.8M 0.00% -157K -49.2% $10.97 +8.4%
1229 IVT INVENTRUST PPTYS CORP Real Estate 49,583.0 $1.8M 0.00% -57K -53.4% $35.40 -7.7%
1230 LPX LOUISIANA PAC CORP Basic Materials 22,303.0 $1.8M 0.00% -12K -34.2% $78.66 -7.0%
1231 PPC PILGRIMS PRIDE CORP Consumer Defensive 62,246.0 $1.7M 0.00% -95K -60.3% $28.11 +14.7%
1232 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 36,644.0 $1.7M 0.00% -18K -32.9% $47.74 -5.0%
1233 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 122,301.0 $1.7M 0.00% -78K -38.9% $14.14 +17.2%
1234 LQDA LIQUIDIA CORPORATION Healthcare 21,448.0 $1.7M 0.00% -14K -39.9% $79.73 -13.9%
1235 PAR PAR TECHNOLOGY CORP Technology 97,824.0 $1.7M 0.00% -20K -16.7% $17.42 +12.1%
1236 HOPE HOPE BANCORP INC Financial Services 124,187.0 $1.7M 0.00% -24K -16.0% $13.68 +2.1%
1237 ADMA ADMA BIOLOGICS INC Healthcare 202,525.0 $1.7M 0.00% -88K -30.2% $8.37 +17.6%
1238 HLX HELIX ENERGY SOLUTIONS GRP I Energy 193,771.0 $1.7M 0.00% -142K -42.3% $8.74 +18.4%
1239 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 127,304.0 $1.7M 0.00% -17K -11.5% $13.28 -18.1%
1240 FORR FORRESTER RESH INC Industrials 200,406.0 $1.7M 0.00% -84K -29.5% $8.41 +40.1%
Page 62 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%