Caisse de Depot et Placement du Quebec (CDPQ)’s Houlihan Lokey HLI Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.1M	Buy	272,060 +38,013	+16%	+$6.25M	0.06%	299
2025 Q4	$40.8M	Buy	234,047 +63,430	+37%	+$11.6M	0.07%	272
2025 Q3	$35M	Buy	170,617 +137,237	+411%	+$26.9M	0.06%	279
2025 Q2	$6.01M	Buy	+33,380	New	+$5.61M	0.01%	397
2019 Q4	–	Sell	-98,000	Closed	-$4.42M	–	739
2019 Q3	$4.42M	Buy	+98,000	New	+$4.34M	0.01%	369

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)'s HLI Position: Q1 2026 in Review

Caisse de Depot et Placement du Quebec (CDPQ) increased its Houlihan Lokey (HLI) stake by 16% in Q1 2026, buying an estimated $6.25M and bringing the position to 272,060 shares worth $39.1M. The position accounts for 0.06% of the portfolio, ranked #299.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in HLI in Q3 2019 and has held it in 5 quarters since. The position peaked at $40.8M in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Caisse de Depot et Placement du Quebec (CDPQ) held 272,060 shares of Houlihan Lokey worth $39.1M as of Q1 2026.
Caisse de Depot et Placement du Quebec (CDPQ) bought 38,013 Houlihan Lokey shares in Q1 2026, an estimated $6.25M.
Houlihan Lokey made up 0.06% of Caisse de Depot et Placement du Quebec (CDPQ)'s portfolio in Q1 2026, its #299 holding.
Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in Houlihan Lokey in Q3 2019 and has held it in 5 quarters since.
Caisse de Depot et Placement du Quebec (CDPQ)'s Houlihan Lokey position peaked at $40.8M in Q4 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q1 2026, filed 14 May 2026.