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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 66 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 VYX NCR VOYIX CORPORATION Technology 173,162.0 $1.4M 0.00% -47K -21.4% $8.17 -3.2%
1302 CARE CARTER BANKSHARES INC Financial Services 41,591.0 $1.4M 0.00% -39K -48.3% $34.01 -8.1%
1303 TPG TPG INC Financial Services 34,849.0 $1.4M 0.00% -60K -63.4% $40.55 +29.2%
1304 ELA ENVELA CORP Consumer Cyclical 48,899.0 $1.4M 0.00% -69K -58.7% $28.88 -51.1%
1305 NWN NORTHWEST NAT HLDG CO Utilities 28,758.0 $1.4M 0.00% -10K -24.9% $49.06 +0.7%
1306 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 140,206.0 $1.4M 0.00% -36K -20.2% $9.90 -28.3%
1307 NEWAMSTERDAM PHARMA COMPANY 40,868.0 $1.4M 0.00% -15K -26.6% $33.89
1308 CERT CERTARA INC Healthcare 211,417.0 $1.4M 0.00% -410K -66.0% $6.55 +28.7%
1309 CGNT COGNYTE SOFTWARE LTD Technology 157,643.0 $1.4M 0.00% -1K -0.8% $8.78 -2.1%
1310 LGCY LEGACY ED INC Consumer Defensive 117,583.0 $1.4M 0.00% -142K -54.8% $11.76 -10.3%
1311 HTH HILLTOP HLDGS INC Financial Services 35,636.0 $1.4M 0.00% -6K -14.6% $38.78 -0.3%
1312 BELFA BEL FUSE INC 4,737.0 $1.4M 0.00% -5K -51.1% $291.23
1313 STRA STRATEGIC ED INC Consumer Defensive 17,992.0 $1.4M 0.00% -7K -27.1% $76.62 +8.9%
1314 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 234,980.0 $1.4M 0.00% -5K -2.0% $5.80 -7.9%
1315 SKT TANGER INC Real Estate 34,432.0 $1.4M 0.00% -19K -35.2% $39.47 -3.2%
1316 BWFG BANKWELL FINL GROUP INC Financial Services 23,124.0 $1.4M 0.00% -18K -44.1% $58.75 +12.9%
1317 EVH EVOLENT HEALTH INC Healthcare 249,803.0 $1.4M 0.00% -52K -17.4% $5.42 -12.5%
1318 GEOS GEOSPACE TECHNOLOGIES CORP Energy 199,365.0 $1.3M 0.00% -212K -51.5% $6.77 -18.6%
1319 WESTERN DIGITAL CORP 80,000.0 $1.3M 0.00% -40K -33.3% $16.84
1320 LZ LEGALZOOM COM INC Industrials 218,927.0 $1.3M 0.00% -111K -33.7% $6.13 -4.8%
Page 66 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%