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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 +9.0%
3022 CLVT CLARIVATE PLC Technology 96,828.0 $209K — -17K -14.6% $2.16 -14.8%
3023 FRMI FERMI INC Utilities 22,829.0 $209K — +8K +52.1% $9.16 -50.3%
3024 — DROPBOX INC — 207,000.0 $209K — — — $1.01 —
3025 BSRR SIERRA BANCORP Financial Services 5,124.0 $209K — -3K -38.9% $40.76 -2.7%
3026 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 15,793.0 $207K — NEW — $13.12 -4.2%
3027 RXT RACKSPACE TECHNOLOGY INC Technology 31,692.0 $207K — NEW — $6.53 -35.7%
3028 INVE IDENTIV INC Technology 82,018.0 $207K — -160K -66.1% $2.52 -6.0%
3029 AUDC AUDIOCODES LTD Technology 21,312.0 $206K — — — $9.68 +8.8%
3030 DNN DENISON MINES CORP Energy 67,328.0 $206K — -63K -48.3% $3.06 -14.1%
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 +0.3%
3033 ASAN ASANA INC Technology 29,135.0 $204K — -32K -52.2% $7.00 +30.9%
3034 GENB GENERATE BIOMEDICINES INC Financial Services 12,088.0 $204K — NEW — $16.87 -5.2%
3035 — ELEMENTAL RTY CORP — 11,640.0 $203K — NEW — $17.46 —
3036 ESEA EUROSEAS LTD Industrials 3,062.0 $203K — NEW — $66.37 +7.0%
3037 NECB NORTHEAST CMNTY BANCORP INC Financial Services 7,322.0 $203K — -3K -28.4% $27.74 -4.0%
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 +0.1%
3040 ACRE ARES COML REAL ESTATE CORP Real Estate 44,796.0 $202K — -40K -47.0% $4.50 -7.8%
Page 152 of 164  ·  3,272 positions

① 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%