Multi-Year Contracts and Sticky Client Relationships Provide Durable Foundation for SEI Corp. (SEIC)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 173,200 | $17,780,712 | 0.14% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $49.81 | 3,110 | $154,909.10 | 19,841 | 2019-02-05 | Filing | |
| $23.86 | 3,637 | $86,778.82 | 45,831 | 2018-03-13 | Filing | |
| $37.01 | 6,592 | $243,969.92 | 9,665 | 2016-01-29 | Filing | |
| $37.91 | 6,592 | $249,902.72 | 6,592 | 2016-01-29 | Filing | |
| $22.56 | 5,000 | $112,800.00 | 12,540 | 2012-12-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $103.16 | 5,483 | $565,637.25 | 6,784,574 | 2026-09-30 | Filing | |
| $103.40 | 28,394 | $2,936,024.78 | 6,790,057 | 2026-09-29 | Filing | |
| $102.78 | 2,400 | $246,672.00 | 39,581 | 2026-09-22 | Filing | |
| $110.71 | 37,500 | $4,151,662.50 | 192,815 | 2026-09-03 | Filing | |
| $109.70 | 5,000 | $548,500.00 | 1,560,293 | 2026-09-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 932,646 | $95,745,439 | 0.77% | |
| 2. | 278,015 | $28,541,020 | 0.04% | |
| 3. | 237,400 | $24,371,484 | 0.62% | |
| 4. | 257,257 | $22,564,011 | 3.05% | |
| 5. | 197,433 | $20,268,502 | 0.3% |