Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,547,987
+$8,927,414 QoQ
Shares Held
1,373,666
+22.2% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#44
of 542 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SEI INVESTMENTS CO holds $4,338,162,069 across 95 Software - Infrastructure names. IOT ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,912,948 | $2,205,647,862 | |
| 2 | ORCL |
Oracle Corp
|
1,207,098 | $176,900,211 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,510,043 | $176,176,715 | |
| 4 | SNPS |
Synopsys Inc
|
366,293 | $163,392,318 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,093,138 | $129,219,842 | |
| 6 | NTAP |
NetApp, Inc.
|
713,328 | $110,394,640 | |
| 7 | FFIV |
F5, Inc.
|
229,764 | $95,572,632 | |
| 8 | PANW |
Palo Alto Networks Inc
|
275,796 | $94,051,951 |
All Filings in IOT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,547,987 | 1,373,666 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $35,620,573 | 1,124,032 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $31,732,641 | 895,138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,939,460 | 723,207 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $24,788,866 | 623,149 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,897,890 | 571,299 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,678,907 | 221,536 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,069,415 | 354,726 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,624,706 | 255,926 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $337,175 | 12,168 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||