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Paladin Partners’s Houlihan Lokey HLI Stock Holding History

Paladin Partners’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
Q3 		$9.73K Hold
77
– – 0.01% 123
2026
Q2 		$10.3K Hold
77
– – 0.01% 133
2026
Q1 		$11.1K Hold
77
– – 0.01% 126
2025
Q4 		$13.4K Buy
+77
New +$14.1K 0.01% 123

Other funds holding HLI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Paladin Partners's HLI Position: Q3 2026 in Review

Paladin Partners held its Houlihan Lokey (HLI) position steady in Q3 2026 at 77 shares worth $9.73K. The position accounts for 0.01% of the portfolio, ranked #123.

Paladin Partners first reported a position in HLI in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.4K in Q4 2025. 21 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Paladin Partners held 77 shares of Houlihan Lokey worth $9.73K as of Q3 2026.
  • Paladin Partners left its Houlihan Lokey share count unchanged in Q3 2026.
  • Houlihan Lokey made up 0.01% of Paladin Partners's portfolio in Q3 2026, its #123 holding.
  • Paladin Partners first reported a position in Houlihan Lokey in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Houlihan Lokey position peaked at $13.4K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.