SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1446179
BALA CYNWYD, PA
Position in HLI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,938,112
+$4,532,051 QoQ
Shares Held
41,346
+412.2% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $49,290,886 across 12 Capital Markets names. HLI ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
129,888 | $9,601,320 | |
| 2 | PJT |
PJT Partners Inc.
|
54,255 | $7,580,508 | |
| 3 | HLI |
Houlihan Lokey, Inc.
This page
|
41,346 | $5,938,112 | |
| 4 | XP |
XP Inc.
|
291,492 | $5,550,007 | |
| 5 | BGC |
BGC Group, Inc.
|
433,128 | $4,235,991 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
60,524 | $4,059,344 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
88,060 | $3,634,236 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
66,609 | $2,929,463 |
All Filings in HLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,938,112 | 41,346 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,406,061 | 8,072 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $849,813 | 5,262 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||