SEI Investments

SEI Investments’s Perimeter Solutions PRM Stock Holding History

SEI Investments’s Portfolio PRM Stock Details PRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Buy	90,407 +45,227	+100%	+$1.15M	﹤0.01%	1955
2025 Q4	$1.24M	Sell	45,180 -5,323	-11%	-$134K	﹤0.01%	2079
2025 Q3	$1.13M	Sell	50,503 -27,665	-35%	-$524K	﹤0.01%	1928
2025 Q2	$1.09M	Sell	78,168 -27,048	-26%	-$312K	﹤0.01%	1892
2025 Q1	$1.06M	Buy	105,216 +16,153	+18%	+$181K	﹤0.01%	1882
2024 Q4	$1.14M	Buy	89,063 +1,884	+2%	+$24.6K	﹤0.01%	1886
2024 Q3	$1.17M	Sell	87,179 -56,085	-39%	-$581K	﹤0.01%	1895
2024 Q2	$1.12M	Buy	143,264 +57	+0%	+$426	﹤0.01%	1871
2024 Q1	$1.06M	Buy	143,207 +17,879	+14%	+$96.2K	﹤0.01%	1861
2023 Q4	$577K	Buy	125,328 +311	+0.2%	+$1.19K	﹤0.01%	2052
2023 Q3	$568K	Buy	125,017 +7,803	+7%	+$43.5K	﹤0.01%	2068
2023 Q2	$721K	Buy	117,214 +12,582	+12%	+$84.3K	﹤0.01%	1999
2023 Q1	$845K	Buy	+104,632	New	+$902K	﹤0.01%	1935
2022 Q4	–	Sell	-31,204	Closed	-$250K	–	2650
2022 Q3	$250K	Buy	+31,204	New	+$322K	﹤0.01%	2378

Other funds holding PRM

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return