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Aigen Investment Management’s Houlihan Lokey HLI Stock Holding History

Aigen Investment Management’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 		– Sell
-1,415
Closed -$203K – 665
2026
Q1 		$203K Buy
+1,415
New +$233K 0.05% 425
2025
Q3 		– Sell
-4,580
Closed -$824K – 916
2025
Q2 		$824K Buy
4,580
+937
+26% +$157K 0.11% 287
2025
Q1 		$588K Buy
3,643
+660
+22% +$113K 0.09% 312
2024
Q4 		$518K Buy
+2,983
New +$525K 0.09% 321
2020
Q1 		– Sell
-16,030
Closed -$783K – 1384
2019
Q4 		$783K Buy
+16,030
New +$757K 0.13% 229

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

Aigen Investment Management's HLI Position: Q2 2026 in Review

Aigen Investment Management sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 1,415 shares — an estimated $203K sold.

Aigen Investment Management first reported a position in HLI in Q4 2019 and held it in 5 quarters. The position peaked at $824K in Q2 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Aigen Investment Management reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 1,415 Houlihan Lokey shares in Q2 2026, an estimated $203K.
  • Aigen Investment Management first reported a position in Houlihan Lokey in Q4 2019 and held it in 5 quarters.
  • Aigen Investment Management's Houlihan Lokey position peaked at $824K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.