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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $101.3B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3118 New
Page 146 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 7,947.0 $202K NEW $25.40 +20.9%
2902 Q2 HLDGS INC 199,000.0 $201K NEW $1.01
2903 PGEN PRECIGEN INC Healthcare 48,071.0 $201K NEW $4.18 +10.0%
2904 SAFT SAFETY INS GROUP INC Financial Services 2,574.0 $201K NEW $77.92 -8.7%
2905 SYRE SPYRE THERAPEUTICS INC Healthcare 6,117.0 $200K NEW $32.76 +130.9%
2906 RMR RMR GROUP INC Real Estate 13,444.0 $200K NEW $14.90 +29.9%
2907 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 234,437.0 $200K NEW $0.85 -13.7%
2908 FMNB FARMERS NATIONAL BANC CORP Financial Services 14,652.0 $195K NEW $13.32 +3.8%
2909 IHS IHS HOLDING LIMITED Communication Services 25,834.0 $193K NEW $7.46 +10.2%
2910 UPSTART HLDGS INC 221,000.0 $193K NEW $0.87
2911 CMTG CLAROS MTG TR INC Real Estate 62,919.0 $193K NEW $3.06 -30.7%
2912 DNN DENISON MINES CORP Energy 72,277.0 $192K NEW $2.66 +31.2%
2913 KALV KALVISTA PHARMACEUTICALS INC Healthcare 11,897.0 $192K NEW $16.15 +65.7%
2914 BWB BRIDGEWATER BANCSHARES INC Financial Services 10,827.0 $190K NEW $17.53 +2.6%
2915 ZH ZHIHU INC Communication Services 57,617.0 $189K NEW $3.28 -1.2%
2916 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 16,152.0 $189K NEW $11.67 +30.5%
2917 PRENETICS GLOBAL LTD 11,934.0 $188K NEW $15.75
2918 GLOBAL PMTS INC 209,000.0 $187K NEW $0.90
2919 AUDC AUDIOCODES LTD Technology 21,430.0 $187K NEW $8.73 -6.6%
2920 GOTU GAOTU TECHEDU INC Consumer Defensive 79,619.0 $185K NEW $2.32 -16.4%
Page 146 of 156  ·  3,118 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 30.5%
Financial Services 13.4%
Healthcare 10.9%
Industrials 10.7%
Consumer Cyclical 10.3%
Communication Services 8.1%
Real Estate 5.6%
Consumer Defensive 2.8%
Basic Materials 2.7%
Energy 2.5%