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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 108 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 STRA STRATEGIC ED INC Consumer Defensive 17,992.0 $1.4M 0.00% -7K -27.1% $76.62 +9.6%
2142 AKR ACADIA RLTY TR Real Estate 65,189.0 $1.4M 0.00% +24K +57.4% $20.91 +2.1%
2143 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 234,980.0 $1.4M 0.00% -5K -2.0% $5.80 -9.5%
2144 SKT TANGER INC Real Estate 34,432.0 $1.4M 0.00% -19K -35.2% $39.47 -1.3%
2145 BWFG BANKWELL FINL GROUP INC Financial Services 23,124.0 $1.4M 0.00% -18K -44.1% $58.75 +13.2%
2146 EVH EVOLENT HEALTH INC Healthcare 249,803.0 $1.4M 0.00% -52K -17.4% $5.42 -12.9%
2147 GEOS GEOSPACE TECHNOLOGIES CORP Energy 199,365.0 $1.3M 0.00% -212K -51.5% $6.77 -20.7%
2148 WESTERN DIGITAL CORP 80,000.0 $1.3M 0.00% -40K -33.3% $16.84
2149 DFTX DEFINIUM THERAPEUTICS INC Healthcare 28,582.0 $1.3M 0.00% +465.0 +1.6% $47.04 -8.0%
2150 RERE ATRENEW INC Consumer Cyclical 347,344.0 $1.3M 0.00% +46K +15.3% $3.87 +5.7%
2151 NVTS NAVITAS SEMICONDUCTOR CORP Technology 74,934.0 $1.3M 0.00% +36K +94.0% $17.92 -31.7%
2152 LZ LEGALZOOM COM INC Industrials 218,927.0 $1.3M 0.00% -111K -33.7% $6.13 -2.1%
2153 MOMO HELLO GROUP INC Communication Services 231,183.0 $1.3M 0.00% +3K +1.3% $5.80 -1.9%
2154 ADAMM ADAMAS TRUST INC. 142,062.0 $1.3M 0.00% -19K -12.1% $9.38
2155 SFST SOUTHERN FIRST BANCSHARES Financial Services 21,797.0 $1.3M 0.00% -13K -37.2% $61.10 +3.1%
2156 YSWY YESWAY INC 65,599.0 $1.3M 0.00% NEW $20.30 +25.2%
2157 CIGI COLLIERS INTL GROUP INC Real Estate 14,188.0 $1.3M 0.00% -13K -48.7% $93.79 +15.0%
2158 IMNM IMMUNOME INC Healthcare 62,483.0 $1.3M 0.00% +10K +18.4% $21.19 +32.2%
2159 MOV MOVADO GROUP INC Consumer Cyclical 33,645.0 $1.3M 0.00% -53K -61.2% $39.31 -11.7%
2160 AEHR AEHR TEST SYS Technology 13,700.0 $1.3M 0.00% -9K -40.7% $96.06 +0.4%
Page 108 of 164  ·  3,272 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%