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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 152 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 AMPY AMPLIFY ENERGY CORP NEW Energy 52,565.0 $209K NEW $3.98 +20.4%
3022 CLVT CLARIVATE PLC Technology 96,828.0 $209K -17K -14.6% $2.16 -5.6%
3023 FRMI FERMI INC Utilities 22,829.0 $209K +8K +52.1% $9.16 -37.1%
3024 DROPBOX INC 207,000.0 $209K $1.01
3025 BSRR SIERRA BANCORP Financial Services 5,124.0 $209K -3K -38.9% $40.76 -2.6%
3026 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 15,793.0 $207K NEW $13.12 -2.3%
3027 RXT RACKSPACE TECHNOLOGY INC Technology 31,692.0 $207K NEW $6.53 -47.6%
3028 INVE IDENTIV INC Technology 82,018.0 $207K -160K -66.1% $2.52 +13.1%
3029 AUDC AUDIOCODES LTD Technology 21,312.0 $206K $9.68 +0.0%
3030 DNN DENISON MINES CORP Energy 67,328.0 $206K -63K -48.3% $3.06 +5.2%
3031 ESPR ESPERION THERAPEUTICS INC NE Healthcare 64,925.0 $205K -51K -44.1% $3.16 +0.6%
3032 YORW YORK WTR CO Utilities 6,662.0 $204K $30.65 +10.4%
3033 ASAN ASANA INC Technology 29,135.0 $204K -32K -52.2% $7.00 +36.7%
3034 GENB GENERATE BIOMEDICINES INC Financial Services 12,088.0 $204K NEW $16.87 +0.6%
3035 ELEMENTAL RTY CORP 11,640.0 $203K NEW $17.46
3036 ESEA EUROSEAS LTD Industrials 3,062.0 $203K NEW $66.37 +12.3%
3037 NECB NORTHEAST CMNTY BANCORP INC Financial Services 7,322.0 $203K -3K -28.4% $27.74 -5.0%
3038 ATLANTA BRAVES HLDGS INC 3,587.0 $202K NEW $56.31
3039 PAYO PAYONEER GLOBAL INC Technology 28,329.0 $202K -30K -51.7% $7.12 -0.3%
3040 ACRE ARES COML REAL ESTATE CORP Real Estate 44,796.0 $202K -40K -47.0% $4.50 +4.4%
Page 152 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 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%