Position in HLI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$33,460,587
-$12,988,221 QoQ
Shares Held
232,980
-12.6% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 83%
Shared 9%
None 8%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $460,171,514 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
182,093 | $184,163,397 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
1,527,739 | $132,974,402 | |
| 3 | PJT |
PJT Partners Inc.
|
723,474 | $109,201,165 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
441,795 | $26,317,728 | |
| 5 | CLSK |
Cleanspark, Inc.
|
419,742 | $6,107,246 | |
| 6 | MS |
Morgan Stanley
|
4,239 | $886,120 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
5,200 | $521,456 |
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,460,587 | 232,980 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $46,448,808 | 266,656 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $77,056,596 | 375,300 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $78,828,897 | 438,060 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $81,420,063 | 504,149 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||