SEIC on Nasdaq

SEI Investments Company

Logo: SEI Investments, Public domain, via Wikimedia Commons4

Financial services company

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. SEI provides products and services to institutions, private banks, investment advisors, investment managers, and private clients.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 18, 2026.

Overview

1968Founded1

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  • TickerSEIC on Nasdaq1
  • Industryfinancial services1
  • HeadquartersOaks1
  • Websitewww.seic.com
  • Incorporated inPA5
  • Business address1 Freedom Valley Drive, Oaks, Pa 19456-11005
  • Filer categoryLarge accelerated filer5

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SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. SEI provides products and services to institutions, private banks, investment advisors, investment managers, and private clients. Through its subsidiaries and partnerships in which the company has significant interests, SEI manages, advises or administers $1 trillion in hedge funds, private equity, mutual funds and pooled or separately managed assets. This includes $352 billion in assets under management and $683.3 billion in client assets under administration, as of 2019.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

35.2%Gross margin7
27.3%Operating margin7
31.1%Net margin7
8.1%Revenue growth, 20257
29.2%Return on equity7
$585.0MFree cash flow7

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Information Processing And Software Servicing Fees brought in 25% of the revenue SEI Investments Company broke down this way in fiscal 2025.

  1. Information Processing And Software Servicing Fees$480.3M725%up 7% from 2024
  2. Investment Management Fees From Investment Management Agreements$466.5M724%up 7% from 2024
  3. Investment Management Fees From Investment Products$410.6M721%down 2% from 2024
  4. Investment Processing Fees, PaaS$331.0M717%up 9% from 2024
  5. Investment Processing Fees, SaaS$114.3M76%down 3% from 2024
  6. Account Fees And Other$83.5M74%up 12% from 2024
  7. Professional Services Fees$32.5M72%up 22% from 2024
Products and services by year
Products and services202320242025
Information Processing And Software Servicing Fees$405.0M$448.0M$480.3M
Investment Management Fees From Investment Management Agreements$417.4M$435.9M$466.5M
Investment Management Fees From Investment Products$416.4M$417.5M$410.6M
Investment Processing Fees, PaaS$255.2M$303.1M$331.0M
Investment Processing Fees, SaaS$117.5M$117.6M$114.3M
Account Fees And Other$62.1M$74.4M$83.5M
Professional Services Fees$31.4M$26.6M$32.5M

Business segments

Investment Managers brought in 35% of the revenue SEI Investments Company broke down this way in fiscal 2025.

  1. Investment Managers$815.0M735%up 12% from 2024
  2. Investment Advisors$577.4M725%up 13% from 2024
  3. Private Bank$572.9M725%up 6% from 2024
  4. Institutional Investors$282.5M712%down 1% from 2024
  5. Investments In New Businesses$49.5M72%down 18% from 2024
Business segments by year
Business segments202320242025
Investment Managers$645.3M$728.4M$815.0M
Investment Advisors$436.3M$509.4M$577.4M
Private Bank$496.3M$541.4M$572.9M
Institutional Investors$289.7M$285.7M$282.5M
Investments In New Businesses$52.2M$60.2M$49.5M

Regions

United States brought in 85% of the revenue SEI Investments Company broke down this way in fiscal 2025.

  1. United States$2.0B785%up 8% from 2024
  2. United Kingdom$165.0M77%up 1% from 2024
  3. I E$88.9M74%up 28% from 2024
  4. Canada$48.6M72%up 5% from 2024
  5. LU$37.1M72%up 23% from 2024
Regions by year
Regions202320242025
United States$1.6B$1.8B$2.0B
United Kingdom$147.8M$162.7M$165.0M
I E$62.5M$69.3M$88.9M
Canada$45.6M$46.3M$48.6M
LU$23.7M$30.1M$37.1M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs60¢$1.4B
  • Income tax9¢$198.8M
  • Profit31¢$715.3M

Out of $2.3B in revenue.7

Where each dollar of operating cash went, fiscal 2025

  • Capital spending3¢$22.6M
  • Dividends paid16¢$124.2M
  • Share buybacks81¢$628.1M

Out of $607.7M of cash from operations. Spending exceeded cash from operations; the rest came from savings or borrowing.7

Financial statements

Revenue89107$2.3B in 2025+39% since 2019
0$1.0B$2.0B$3.0B2019: $1.6B$1.6B20192020: $1.7B$1.7B2020+2%2021: $1.9B$1.9B2021+14%2022: $2.0B$2.0B2022+4%2023: $1.9B$1.9B2023−4%2024: $2.1B$2.1B2024+11%2025: $2.3B$2.3B2025+8%
Gross profit11129107$808.1M in 2025+52% since 2019
0$250.0M$500.0M$750.0M$1.0B2019: $532.6M$532.6M20192020: $519.9M$519.9M2020−2%2021: $645.2M$645.2M2021+24%2022: $643.9M$643.9M2022−0%2023: $556.8M$556.8M2023−14%2024: $699.4M$699.4M2024+26%2025: $808.1M$808.1M2025+16%
Operating income11129107$627.3M in 2025+36% since 2019
0$200.0M$400.0M$600.0M$800.0M2019: $460.4M$460.4M20192020: $445.9M$445.9M2020−3%2021: $553.4M$553.4M2021+24%2022: $475.8M$475.8M2022−14%2023: $424.5M$424.5M2023−11%2024: $551.7M$551.7M2024+30%2025: $627.3M$627.3M2025+14%
Net income11129107$715.3M in 2025+43% since 2019
0$200.0M$400.0M$600.0M$800.0M2019: $501.4M$501.4M20192020: $447.3M$447.3M2020−11%2021: $546.6M$546.6M2021+22%2022: $475.5M$475.5M2022−13%2023: $462.3M$462.3M2023−3%2024: $581.2M$581.2M2024+26%2025: $715.3M$715.3M2025+23%

Every line of the income statement as filed: the last 3 fiscal years, latest first.7

Period ending2025-12-312024-12-312023-12-31
Total revenue$2.3B$2.1B$1.9B
Subadvisory, distribution and other asset management costs$209.2M$191.7M$189.3M
Software royalties and other information processing costs$37.7M$34.2M$32.3M
Compensation, benefits and other personnel$821.5M$770.9M$714.1M
Stock-based compensation$53.6M$58.6M$31.3M
Consulting, outsourcing and professional fees$218.3M$211.8M$231.5M
Data processing and computer related$165.5M$151.7M$137.0M
Facilities, supplies and other costs$87.2M$79.3M$85.8M
Amortization$46.6M$41.9M$38.7M
Depreciation$30.4M$33.4M$35.3M
Total expenses$1.7B$1.6B$1.5B
Income from operations$627.3M$551.7M$424.5M
Net gain from investments$5.8M$2.8M$2.8M
Interest and dividend income$39.9M$48.9M$41.0M
Interest expense-$609.0K-$563.0K-$583.0K
Gain on sale of business$94.4M$0$0
Other income$9.7M$8.2M$0
Equity in earnings of unconsolidated affiliates$132.7M$135.7M$126.9M
Net gain from consolidated variable interest entities$7.1M$0$0
Income before income taxes$916.3M$746.8M$594.7M
Income taxes$198.8M$165.6M$132.4M
Net income$717.5M$581.2M$462.3M
Less: Net income attributable to non-controlling interests$2.2M$0$0
Net income attributable to SEI Investments Company$715.3M$581.2M$462.3M
Basic earnings per common share (in USD per share)$5.76$4.47$3.49
Shares used to compute basic earnings per share (in shares)124.1M shares130.1M shares132.6M shares
Diluted earnings per common share (in USD per share)$5.63$4.41$3.46
Shares used to compute diluted earnings per share (in shares)127.1M shares131.7M shares133.7M shares
Dividends declared per common share (in USD per share)$1.01$0.95$0.89

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The story

SEI was founded as Simulated Environments Inc in 1968 by its current Executive Chairman and former CEO, Alfred P. West, Jr. (also known as Al West). In the 1970s SEI developed an automated trust and investment accounting system for bank trust departments. In the 1990s SEI launched a wealth management operating platform for independent, fee-based investment advisors.

In 1994, SEI was an early investor of LSV Asset Management and currently still holds a significant stake in the firm.

In 2012 SEI was sued by investors in connection with the financial crimes committed by Allen Stanford. Stanford had sold investors bogus Certificates of Deposit (CDs) and the investors alleged that SEI, as well as other companies, had promoted and misrepresented the CDs as safe investments without performing appropriate due diligence. SEI responded that it merely provided a Stanford affiliate with back office services. As of September 2015 the case was still ongoing.

From Wikipedia’s article on SEI Investments Company, shared under CC BY-SA 4.0.6

Leadership

Who has led SEI Investments Company, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Alfred P. West Jr.2006–2012
  2. Ryan Hicke2023–now

Chair

  1. Alfred P. West Jr.2006–now

President

  1. Dennis McGonigle2015–2022

Chief financial officer

  1. Dennis McGonigle2006–2023
  2. Sean Denham2024–now

Chief operating officer

  1. Sean Denham2026–now
197019801990200020102020
Board members and other officers (34)

Former names

  • SEI CORPApr 24, 1995 to Aug 5, 20045

Timeline

  1. Jun 30, 2023New chief executive Ryan Hicke becomes CEO15
  2. Feb 22, 2006New chief executive Alfred P. West Jr. becomes CEO16
  3. 1968Founded Founded1

Filings

452 filings to the SEC since October 2021: 7 annual reports, 16 quarterly reports, 68 major events, 221 insider forms, 23 large holders, 117 other. The latest 20:

  1. Oct 1, 20264 EDGAR
  2. Sep 29, 2026144 EDGAR
  3. Sep 24, 20264 EDGAR
  4. Sep 22, 2026144 EDGAR
  5. Sep 8, 20264 EDGAR
  6. Sep 3, 2026144 EDGAR
  7. Sep 3, 20264 EDGAR
  8. Sep 1, 2026144 EDGAR
  9. Sep 1, 20264 EDGAR
  10. Aug 28, 2026144 EDGAR
  11. Aug 27, 2026N-PX EDGAR
  12. Aug 14, 202613F-HR EDGAR
  13. Aug 14, 2026SCHEDULE 13G/A EDGAR
  14. Aug 7, 2026SCHEDULE 13G EDGAR
  15. Aug 6, 20264 EDGAR
  16. Aug 5, 2026144 EDGAR
  17. Aug 4, 2026144 EDGAR
  18. Aug 4, 20264 EDGAR
  19. Aug 3, 2026144 EDGAR
  20. Jul 30, 20264 EDGAR

The 452 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 23 such filings since October 2021, the latest 10:

  1. Aug 14, 2026SCHEDULE 13G/A
  2. Aug 7, 2026SCHEDULE 13G
  3. May 14, 2026SCHEDULE 13G/A
  4. Apr 29, 2026SCHEDULE 13G
  5. Mar 27, 2026SCHEDULE 13G/A
  6. Feb 12, 2026SCHEDULE 13G/A
  7. Nov 13, 2025SCHEDULE 13G/A
  8. Aug 13, 2025SCHEDULE 13G/A
  9. May 15, 2025SCHEDULE 13G/A
  10. Feb 12, 2025SCHEDULE 13G/A

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.9,927,545$870.7M0.0%−182,792
Loomis Sayles & Co L P8,482,052$744.0M0.9%−146,827
Vanguard Portfolio Management LLC6,140,822$538.6M0.0%+15,179
Vanguard Capital Management LLC4,686,241$411.0M0.0%−55,475
State Street Corp4,251,584$372.9M0.0%+66,406
Morgan Stanley4,119,203$361.3M0.0%−673,076
Boston Partners3,093,791$271.4M0.2%+1,323,752
Geode Capital Management, LLC2,953,161$259.1M0.0%+122,829
Bank Of America Corp /de/2,908,071$255.1M0.0%−12,435
Fmr LLC2,510,218$220.2M0.0%+417,719
Dimensional Fund Advisors LP1,962,762$172.1M0.0%+89,564
First Trust Advisors LP1,501,972$131.7M0.1%−320,697
Invesco Ltd.1,110,829$97.4M0.0%−34,575
Royce & Associates LP1,050,287$92.1M0.7%+53,831
Caisse de depot et placement du Quebec1,002,445$87.9M0.1%−195,644
Boston Trust Walden Corp991,300$86.9M0.7%−48,431
Northern Trust Corp914,907$80.2M0.0%+9,300
Bank of New York Mellon Corp894,194$78.4M0.0%−42,108
Norges Bank887,116$77.8M0.0%New
Barclays PLC825,215$72.4M0.0%+444,238
American Capital Management Inc745,323$65.4M2.9%−23,292
Charles Schwab Investment Management Inc695,446$61.0M0.0%−1,027
Arrowstreet Capital, Limited Partnership660,498$57.9M0.0%+92,531
Clark Capital Management Group, Inc.638,934$56.0M0.3%−198,911
Vanguard Fiduciary Trust Co592,612$52.0M0.0%+2,552

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

4 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Oct 5, 2022Tommy TubervilleRepublican, SenateSale$1,001 - $15,000−1.7%Report
Mar 29, 2021Tommy TubervilleRepublican, SenateBuy$1,001 - $15,000−24.2%Report
Feb 20, 2020Mikie Sherrill, HouseSale$1,001 - $15,000+77.0%Report
Jan 15, 2020Mikie Sherrill, HouseBuy$1,001 - $15,000−73.9%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

Sources

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