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PDT Partners’s Houlihan Lokey HLI Stock Holding History

PDT 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
Q2 		$889K Buy
6,630
+1,227
+23% +$181K 0.05% 338
2026
Q1 		$776K Sell
5,403
-19,378
-78% -$3.19M 0.05% 369
2025
Q4 		$4.32M Sell
24,781
-7,834
-24% -$1.44M 0.28% 126
2025
Q3 		$6.7M Buy
32,615
+12,274
+60% +$2.41M 0.42% 59
2025
Q2 		$3.66M Buy
20,341
+10,253
+102% +$1.72M 0.21% 172
2025
Q1 		$1.63M Buy
10,088
+7,566
+300% +$1.3M 0.12% 301
2024
Q4 		$438K Hold
2,522
– – 0.04% 506
2024
Q3 		$399K Hold
2,522
– – 0.04% 553
2024
Q2 		$340K Sell
2,522
-3,104
-55% -$406K 0.03% 535
2024
Q1 		$721K Sell
5,626
-725
-11% -$89.7K 0.07% 388
2023
Q4 		$762K Sell
6,351
-1,810
-22% -$196K 0.08% 334
2023
Q3 		$874K Sell
8,161
-21,796
-73% -$2.25M 0.11% 315
2023
Q2 		$2.95M Sell
29,957
-4
-0% -$362 0.41% 59
2023
Q1 		$2.62M Buy
29,961
+17,353
+138% +$1.63M 0.36% 91
2022
Q4 		$1.1M Sell
12,608
-23
-0.2% -$2.07K 0.18% 196
2022
Q3 		$952K Buy
+12,631
New +$1.02M 0.14% 234
2022
Q1 		– Sell
-7,133
Closed -$738K – 999
2021
Q4 		$738K Buy
+7,133
New +$762K 0.06% 432
2021
Q1 		– Sell
-9,352
Closed -$629K – 822
2020
Q4 		$629K Buy
+9,352
New +$606K 0.04% 412

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PDT Partners's HLI Position: Q2 2026 in Review

PDT Partners increased its Houlihan Lokey (HLI) stake by 23% in Q2 2026, buying an estimated $181K and bringing the position to 6,630 shares worth $889K. The position accounts for 0.05% of the portfolio, ranked #338.

PDT Partners first reported a position in HLI in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.7M in Q3 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • PDT Partners held 6,630 shares of Houlihan Lokey worth $889K as of Q2 2026.
  • PDT Partners bought 1,227 Houlihan Lokey shares in Q2 2026, an estimated $181K.
  • Houlihan Lokey made up 0.05% of PDT Partners's portfolio in Q2 2026, its #338 holding.
  • PDT Partners first reported a position in Houlihan Lokey in Q4 2020 and has held it in 18 quarters since.
  • PDT Partners's Houlihan Lokey position peaked at $6.7M in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on PDT Partners's 13F filing for Q2 2026, filed 14 Aug 2026.