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 Q2	$17.7M	Sell	132,289 -139,771	-51%	-$20.6M	0.03%	407
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)'s HLI Position: Q2 2026 in Review

Caisse de Depot et Placement du Quebec (CDPQ) reduced its Houlihan Lokey (HLI) stake by 51% in Q2 2026, selling an estimated $20.6M and leaving 132,289 shares worth $17.7M. The position accounts for 0.03% of the portfolio, ranked #407.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in HLI in Q3 2019 and has held it in 6 quarters since. The position peaked at $40.8M in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Caisse de Depot et Placement du Quebec (CDPQ) held 132,289 shares of Houlihan Lokey worth $17.7M as of Q2 2026.
Caisse de Depot et Placement du Quebec (CDPQ) sold 139,771 Houlihan Lokey shares in Q2 2026, an estimated $20.6M.
Houlihan Lokey made up 0.03% of Caisse de Depot et Placement du Quebec (CDPQ)'s portfolio in Q2 2026, its #407 holding.
Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in Houlihan Lokey in Q3 2019 and has held it in 6 quarters since.
Caisse de Depot et Placement du Quebec (CDPQ)'s Houlihan Lokey position peaked at $40.8M in Q4 2025.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q2 2026, filed 14 Aug 2026.