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SEI INVESTMENTS CO: DOCU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on DOCU, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 241,988 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,988 shares
    Change vs previous 13F -37,469 shares

    0.01% of the 13F portfolio, value $10,749,149.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 279,457 shares
    Change vs previous 13F +196,769 shares

    0.01% of the 13F portfolio, value $13,248,958.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,688 shares
    Change vs previous 13F +16,585 shares

    0.01% of the 13F portfolio, value $5,655,913.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,103 shares
    Change vs previous 13F +25,717 shares

    0.01% of the 13F portfolio, value $4,765,401.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,386 shares
    Change vs previous 13F +1,274 shares

    <0.01% of the 13F portfolio, value $3,145,723.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 39,112 shares
    Change vs previous 13F -17,695 shares

    <0.01% of the 13F portfolio, value $3,183,631.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,807 shares
    Change vs previous 13F +7,215 shares

    0.01% of the 13F portfolio, value $5,109,300.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,079,157.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).