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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 153 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 TUYA TUYA INC Technology 36,323.0 $77K NEW $2.11 +2.8%
3042 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 19,678.0 $75K NEW $3.83 +32.1%
3043 BENTLEY SYS INC 75,000.0 $75K NEW $1.00
3044 SOLID BIOSCIENCES INC 13,078.0 $74K NEW $5.64
3045 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,227.0 $73K NEW $7.14 +212.6%
3046 JBLU JETBLUE AWYS CORP Industrials 15,983.0 $73K NEW $4.55 +7.3%
3047 SHIM SHIMMICK CORPORATION Industrials 24,761.0 $72K NEW $2.92 +71.9%
3048 SANA SANA BIOTECHNOLOGY INC Healthcare 17,668.0 $72K NEW $4.07 -22.9%
3049 UIS UNISYS CORP Technology 25,934.0 $72K NEW $2.76 +10.9%
3050 DDD 3-D SYS CORP DEL Technology 40,130.0 $71K NEW $1.77 +85.3%
3051 NIOCORP DEVS LTD 13,279.0 $70K NEW $5.30
3052 ARAY ACCURAY INC Healthcare 83,540.0 $69K NEW $0.83 -67.3%
3053 EXPEDIA GROUP INC 61,000.0 $68K NEW $1.12
3054 FATE FATE THERAPEUTICS INC Healthcare 67,643.0 $66K NEW $0.98 +78.6%
3055 ALLO ALLOGENE THERAPEUTICS INC Healthcare 48,320.0 $66K NEW $1.37 +46.0%
3056 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 11,740.0 $64K NEW $5.47 +14.7%
3057 MX MAGNACHIP SEMICONDUCTOR CORP Technology 24,381.0 $62K NEW $2.55 +70.2%
3058 ERAS ERASCA INC Healthcare 16,682.0 $62K NEW $3.72 +178.8%
3059 COTY COTY INC Consumer Defensive 19,962.0 $61K NEW $3.08 -30.9%
3060 TRUECAR INC 26,418.0 $60K NEW $2.26
Page 153 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%