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HLI icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return