Edgestream Partners, L.P.

Position in HLI — Houlihan Lokey, Inc.

CIK 1535061 Princeton, NJ

Position in HLI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$7,947,643

+$6,369,308 QoQ

Shares Held

55,338

+510.7% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Edgestream Partners, L.P. holds $60,680,342 across 10 Capital Markets names. HLI ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,869	$15,116,995
2	MS	Morgan Stanley	85,059	$13,998,159
3	HLI	Houlihan Lokey, Inc. This page	55,338	$7,947,643
4	RIOT	Riot Platforms, Inc.	559,354	$6,913,615
5	SF	Stifel Financial Corp	83,350	$6,161,232
6	LAZ	Lazard, Inc.	79,856	$3,392,282
7	MARA	MARA Holdings, Inc.	350,934	$2,863,621
8	IBKR	Interactive Brokers Group, Inc.	37,399	$2,508,350

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,947,643	55,338	+510.7%	Shares	Sole	2026-05-18
2025-12-31	$1,578,335	9,061	-86.8%	Shares	Sole	2026-02-13
2025-06-30	$12,381,099	68,803	+282.6%	Shares	Sole	2025-08-13
2025-03-31	$2,904,416	17,984	-47.3%	Shares	Sole	2025-05-02
2024-12-31	$5,928,578	34,139	+289.7%	Shares	Sole	2025-02-07
2024-09-30	$1,384,413	8,761	-84.9%	Shares	Sole	2024-11-14
2024-06-30	$7,831,589	58,072	+26.2%	Shares	Sole	2024-08-09
2024-03-31	$5,898,534	46,014	+193.9%	Shares	Sole	2024-05-10
2023-12-31	$1,877,670	15,659	+140.4%	Shares	Sole	2024-02-14
2023-09-30	$697,779	6,514	-81.4%	Shares	Sole	2023-11-15
2023-06-30	$3,451,762	35,111	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.