What smart money is saying about SEI Corp.
1 fund in our archive has pitched SEI Corp. — most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Strategies in September 2026.
SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.
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Position history
Between Q3 2025 and Q3 2026, 2 fund letters reported a position in SEI Corp. — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q3 2025 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- September 2026
“5. SEI Corp. (SEIC) We initiated a position in SEIC, a provider of investment processing, administration, and asset-management solutions.”
SEI Corp. - September 2025
“Transactions We initiated a new position in Applied Materials Inc. during the quarter. The company is a major supplier of semiconductor capital equipment and has market-leading and well-entrenched positions across several segments. The semiconductor capital (semi-cap) equipment sector represents a collection of oligopoly-type sub-markets that have high barriers to entry. There is secular demand growth for semiconductor content across applications, coupled with dramatically increasing chip complexity. We believe that the company’s Service & Parts business (~one-quarter of total revenues currently) is likely to expand, which could dampen the effects of industry cyclicality over the long term. Sales into Chinese semiconductor fabrication plants (fabs) and balancing AI demand with weakness in other areas are near-term headwinds for the company, but we do not believe this will materially impact its long-term fundamentals. We added to the portfolio’s existing positions in Chubb Ltd, PPG Industries Inc. and Amgen Inc. We trimmed our positions in American Express Co. and SEI Investments Co. and completed a process-driven one-third trim of eBay Inc. and Cummins Inc. as they reached our target prices.”
SEI Corp.
Fund coverage · 1 thesis
SEI Corp. provides investment processing and asset-management solutions and benefits from rising complexity, durable relationships, and margin improvement.
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