Position in HLI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$775,978
-$3,540,624 QoQ
Shares Held
5,403
-78.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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, 2026PDT Partners, LLC holds $23,408,136 across 9 Capital Markets names. HLI ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
112,494 | $8,315,556 | |
| 2 | BGC |
BGC Group, Inc.
|
723,612 | $7,076,925 | |
| 3 | MS |
Morgan Stanley
|
11,800 | $1,941,926 | |
| 4 | GOLD |
Gold.com, Inc.
|
37,322 | $1,495,865 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
30,825 | $1,355,683 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
61,955 | $1,143,069 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
5,403 | $775,978 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
4,280 | $706,114 |
All Filings in HLI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $775,978 | 5,403 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,316,602 | 24,781 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,696,511 | 32,615 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,660,362 | 20,341 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,629,212 | 10,088 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $437,970 | 2,522 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $398,526 | 2,522 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $340,116 | 2,522 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $721,196 | 5,626 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $761,548 | 6,351 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $874,206 | 8,161 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,945,072 | 29,957 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,621,287 | 29,961 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,098,913 | 12,608 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $952,124 | 12,631 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $738,408 | 7,133 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $628,734 | 9,352 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||