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Disclosery

SEI INVESTMENTS CO: VERX position timeline

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

SEI INVESTMENTS CO held 133,962 VERX 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 133,962 shares
    Change vs previous 13F +43,974 shares

    <0.01% of the 13F portfolio, value $1,537,822.

    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 89,988 shares
    Change vs previous 13F -50,184 shares

    <0.01% of the 13F portfolio, value $1,070,034.

    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 140,172 shares
    Change vs previous 13F -231,151 shares

    <0.01% of the 13F portfolio, value $2,799,535.

    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 371,323 shares
    Change vs previous 13F +43,235 shares

    0.01% of the 13F portfolio, value $9,205,036.

    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 328,088 shares
    Change vs previous 13F +188,991 shares

    0.01% of the 13F portfolio, value $11,592,955.

    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 139,097 shares
    Change vs previous 13F +52,813 shares

    0.01% of the 13F portfolio, value $4,870,987.

    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 86,284 shares
    Change vs previous 13F +7,430 shares

    0.01% of the 13F portfolio, value $4,602,951.

    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 78,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,036,573.

    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).