Alphabet Inc. $GOOGL Shares Purchased by Sei Investments Co.

Posted by George Bondi on Aug 3rd, 2026

Sei Investments Co. boosted its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 8.7% during the first quarter, Holdings Channel.com reports. The firm owned 4,169,123 shares of the information services provider’s stock after buying an additional 332,663 shares during the quarter. Alphabet makes up approximately 1.1% of Sei Investments Co.’s portfolio, making the stock its 11th biggest position. Sei Investments Co.’s holdings in Alphabet were worth $1,198,876,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also made changes to their positions in GOOGL. Brighton Jones LLC lifted its holdings in Alphabet by 3.9% in the fourth quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock valued at $20,886,000 after acquiring an additional 4,110 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Alphabet by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after acquiring an additional 506 shares during the last quarter. Matrix Asset Advisors Inc. NY raised its position in Alphabet by 17.6% in the second quarter. Matrix Asset Advisors Inc. NY now owns 3,888 shares of the information services provider’s stock valued at $685,000 after purchasing an additional 581 shares during the period. Sequoia Financial Advisors LLC raised its position in Alphabet by 11.2% in the second quarter. Sequoia Financial Advisors LLC now owns 485,486 shares of the information services provider’s stock valued at $85,557,000 after purchasing an additional 48,805 shares during the period. Finally, United Bank lifted its stake in shares of Alphabet by 6.9% in the 2nd quarter. United Bank now owns 48,204 shares of the information services provider’s stock valued at $8,495,000 after purchasing an additional 3,120 shares during the last quarter. Hedge funds and other institutional investors own 40.03% of the company’s stock.

Insider Buying and Selling

In related news, Director Frances Arnold sold 82 shares of the business’s stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $333.39, for a total transaction of $27,337.98. Following the completion of the transaction, the director directly owned 18,914 shares of the company’s stock, valued at $6,305,738.46. The trade was a 0.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Marsida Saraci sold 449 shares of the company’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total value of $149,606.80. Following the sale, the chief accounting officer owned 27,386 shares in the company, valued at approximately $9,125,015.20. This trade represents a 1.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 600,547 shares of company stock valued at $16,255,540 in the last three months. 11.61% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on GOOGL. Cantor Fitzgerald reiterated an “overweight” rating and set a $420.00 price target (down from $435.00) on shares of Alphabet in a report on Thursday, July 23rd. Wedbush restated an “outperform” rating and issued a $445.00 price objective on shares of Alphabet in a report on Thursday, July 23rd. Phillip Securities raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, July 27th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Alphabet in a research note on Tuesday, April 28th. Finally, Bank of America lifted their price target on shares of Alphabet from $370.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Six analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $419.86.

View Our Latest Analysis on Alphabet

Alphabet Price Performance

Shares of GOOGL opened at $356.13 on Monday. Alphabet Inc. has a fifty-two week low of $187.82 and a fifty-two week high of $408.61. The firm’s 50 day moving average price is $357.79 and its 200 day moving average price is $339.35. The company has a market cap of $4.36 trillion, a P/E ratio of 17.89, a PEG ratio of 1.00 and a beta of 1.24. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16.

Alphabet (NASDAQ:GOOGL – Get Free Report) last released its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $6.22. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The company had revenue of $119.80 billion for the quarter, compared to analyst estimates of $117.07 billion. On average, research analysts forecast that Alphabet Inc. will post 20.51 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, September 7th will be given a dividend of $0.22 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.2%. Alphabet’s dividend payout ratio is currently 4.42%.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Alphabet’s custom Tensor Processing Units (TPUs) are increasingly viewed as credible alternatives to Nvidia chips. That could reduce Google’s dependence on external suppliers and create a potential external chip-revenue opportunity. Alphabet and Amazon custom AI chips
Positive Sentiment: Recent commentary highlights Alphabet’s record quarter, strong Google Cloud growth, Gemini adoption and enterprise AI demand. Analysts and value-focused investors continue to view GOOGL as comparatively inexpensive among large technology and AI companies. Alphabet AI investment and valuation
Positive Sentiment: Google is reportedly supporting a $15 billion Anthropic data-center project with chips and financial guarantees, while Oracle is expanding its partnership to bring Gemini models to enterprise applications. These initiatives could drive Google Cloud demand and strengthen Alphabet’s AI ecosystem. Anthropic data center backed by Google
Neutral Sentiment: Alphabet’s reported quarterly earnings and revenue beat consensus estimates by wide margins, supporting the fundamental case, although investors remain focused on whether AI growth will translate into sufficient cash returns.
Negative Sentiment: Alphabet withdrew its Google Earth AI image-generation feature only one day after launch following criticism that fabricated imagery could spread misinformation. The quick reversal limits immediate product risk but raises questions about AI governance and rollout discipline. Google Earth AI feature withdrawn
Negative Sentiment: The AI buildout is becoming increasingly expensive. Alphabet is targeting up to $205 billion in 2026 capital expenditures, while rising memory and infrastructure costs are pressuring cash flow and increasing future depreciation. AI buildout costs and cash flow
Negative Sentiment: Recent insider sales were small relative to the executives’ remaining holdings, but they provide a modest sentiment headwind. Separately, investor-law-firm investigations could create additional legal and reputational overhang. Alphabet director stock sale

About Alphabet

(Free Report)

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.