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SEI INVESTMENTS CO: SMCI position timeline

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

SEI INVESTMENTS CO held 78,033 SMCI 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 78,033 shares
    Change vs previous 13F -66,205 shares

    <0.01% of the 13F portfolio, value $2,288,724.

    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 144,238 shares
    Change vs previous 13F +82,820 shares

    <0.01% of the 13F portfolio, value $3,284,370.

    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 61,418 shares
    Change vs previous 13F +4,912 shares

    <0.01% of the 13F portfolio, value $1,797,877.

    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 56,506 shares
    Change vs previous 13F +4,481 shares

    <0.01% of the 13F portfolio, value $2,708,824.

    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 52,025 shares
    Change vs previous 13F +8,464 shares

    <0.01% of the 13F portfolio, value $2,549,746.

    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 43,561 shares
    Change vs previous 13F +9,139 shares

    <0.01% of the 13F portfolio, value $1,491,487.

    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 34,422 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,048,960.

    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).