AlphaGrep UK’s Houlihan Lokey HLI Stock Holding History

AlphaGrep UK’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	$511K	Buy	3,807 +1,897	+99%	+$280K	0.15%	230
2026 Q1	$274K	Buy	+1,910	New	+$314K	0.08%	559

Other funds holding HLI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AlphaGrep UK's HLI Position: Q2 2026 in Review

AlphaGrep UK increased its Houlihan Lokey (HLI) stake by 99% in Q2 2026, buying an estimated $280K and bringing the position to 3,807 shares worth $511K. The position accounts for 0.15% of the portfolio, ranked #230.

AlphaGrep UK first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

AlphaGrep UK held 3,807 shares of Houlihan Lokey worth $511K as of Q2 2026.
AlphaGrep UK bought 1,897 Houlihan Lokey shares in Q2 2026, an estimated $280K.
Houlihan Lokey made up 0.15% of AlphaGrep UK's portfolio in Q2 2026, its #230 holding.
AlphaGrep UK first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
486 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.