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Disclosery

SEI INVESTMENTS CO: OTEX position timeline

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

SEI INVESTMENTS CO held 167,819 OTEX 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 167,819 shares
    Change vs previous 13F -87,782 shares

    <0.01% of the 13F portfolio, value $3,717,124.

    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 255,601 shares
    Change vs previous 13F +82,049 shares

    0.01% of the 13F portfolio, value $5,684,248.

    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 173,552 shares
    Change vs previous 13F -64,749 shares

    0.01% of the 13F portfolio, value $5,654,308.

    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 238,301 shares
    Change vs previous 13F -37,675 shares

    0.01% of the 13F portfolio, value $8,907,682.

    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 275,976 shares
    Change vs previous 13F +33,029 shares

    0.01% of the 13F portfolio, value $8,058,405.

    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 242,947 shares
    Change vs previous 13F +4,318 shares

    0.01% of the 13F portfolio, value $6,136,843.

    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 238,629 shares
    Change vs previous 13F +16,540 shares

    0.01% of the 13F portfolio, value $6,757,894.

    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 222,089 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,391,091.

    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).