Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$889,281
+$113,303 QoQ
Shares Held
6,630
+22.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#243
of 517 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PDT Partners, LLC holds $66,932,026 across 10 Capital Markets names. HLI ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
229,968 | $16,044,867 | |
| 2 | SCHW |
Schwab Charles Corp
|
172,200 | $15,888,894 | |
| 3 | BGC |
BGC Group, Inc.
|
981,192 | $10,488,942 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
163,189 | $9,721,168 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
293,161 | $8,015,021 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
28,171 | $3,197,126 | |
| 7 | MS |
Morgan Stanley
|
10,400 | $2,174,016 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
6,630 | $889,281 |
All Filings in HLI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,281 | 6,630 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||