Allen Investment Management, LLC has opened a new $19.6M position in $SE, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SE.
$SE Hedge Fund Activity
We have seen 411 institutional investors add shares of $SE stock to their portfolio, and 496 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 5,965,632 shares (+31.8%) to their portfolio in Q3 2025, for an estimated $1,066,237,407
- JENNISON ASSOCIATES LLC removed 4,368,154 shares (-73.0%) from their portfolio in Q4 2025, for an estimated $557,245,405
- FMR LLC added 3,479,152 shares (+47.5%) to their portfolio in Q3 2025, for an estimated $621,828,836
- SCHRODER INVESTMENT MANAGEMENT GROUP added 3,182,194 shares (+361.4%) to their portfolio in Q3 2025, for an estimated $568,753,533
- ACADIAN ASSET MANAGEMENT LLC removed 2,424,997 shares (-97.9%) from their portfolio in Q4 2025, for an estimated $309,356,867
- NORGES BANK removed 2,383,316 shares (-34.5%) from their portfolio in Q4 2025, for an estimated $304,039,622
- ORBIS ALLAN GRAY LTD added 2,088,232 shares (+205.2%) to their portfolio in Q3 2025, for an estimated $373,229,705
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SE Government Contracts
We have seen $154,124 of award payments to $SE over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ACTION: NEW DELIVERY ORDER UNDER CONTRACT NO. 693JJ925D000009: $152,000
- EXPERT WITNESS SERVICES: $2,124
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$SE Congressional Stock Trading
Members of Congress have traded $SE stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SE stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 12/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SE Analyst Ratings
Wall Street analysts have issued reports on $SE in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 12/19/2025
- Barclays issued a "Overweight" rating on 11/13/2025
- Deutsche Bank issued a "Buy" rating on 11/12/2025
- JP Morgan issued a "Overweight" rating on 09/11/2025
To track analyst ratings and price targets for $SE, check out Quiver Quantitative's $SE forecast page.
$SE Price Targets
Multiple analysts have issued price targets for $SE recently. We have seen 7 analysts offer price targets for $SE in the last 6 months, with a median target of $185.0.
Here are some recent targets:
- Scott Devitt from Wedbush set a target price of $170.0 on 12/19/2025
- Jiong Shao from Barclays set a target price of $226.0 on 11/13/2025
- Peter Milliken from Deutsche Bank set a target price of $170.0 on 11/12/2025
- John Blackledge from TD Cowen set a target price of $144.0 on 11/10/2025
- Venugopal Garre from Bernstein set a target price of $185.0 on 10/23/2025
- Sachin Salgaonkar from B of A Securities set a target price of $215.0 on 10/16/2025
- Ranjan Sharma from JP Morgan set a target price of $230.0 on 09/11/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SE ticker page for more data.
