Headlands Technologies’s Moelis & Co MC Stock Holding History

Headlands Technologies’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-438	Closed	-$27.3K	–	1014
2025 Q2	$27.3K	Buy	438 +130	+42%	+$7.3K	﹤0.01%	881
2025 Q1	$18K	Sell	308 -111	-26%	-$7.83K	﹤0.01%	873
2024 Q4	$31K	Buy	+419	New	+$30.3K	﹤0.01%	880
2024 Q3	–	Sell	-1,992	Closed	-$113K	–	1400
2024 Q2	$113K	Buy	+1,992	New	+$108K	0.01%	607
2023 Q4	–	Sell	-262	Closed	-$11.8K	–	1158
2023 Q3	$11.8K	Buy	+262	New	+$12.3K	0.01%	673

Other funds holding MC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Headlands Technologies's MC Position: Q3 2025 in Review

Headlands Technologies sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 438 shares — an estimated $27.3K sold.

Headlands Technologies first reported a position in MC in Q3 2023 and held it in 5 quarters. The position peaked at $113K in Q2 2024. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

Headlands Technologies reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
Headlands Technologies sold 438 Moelis & Co shares in Q3 2025, an estimated $27.3K.
Headlands Technologies first reported a position in Moelis & Co in Q3 2023 and held it in 5 quarters.
Headlands Technologies's Moelis & Co position peaked at $113K in Q2 2024.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Headlands Technologies's 13F filing for Q3 2025, filed 12 Nov 2025.