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Aquatic Capital Management’s Houlihan Lokey HLI Stock Holding History

Aquatic Capital 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 		$1.19M Buy
8,886
+6,722
+311% +$992K 0.04% 511
2026
Q1 		$311K Sell
2,164
-1,943
-47% -$320K 0.01% 888
2025
Q4 		$715K Sell
4,107
-889
-18% -$163K 0.02% 637
2025
Q3 		$1.03M Sell
4,996
-24,681
-83% -$4.84M 0.02% 664
2025
Q2 		$5.34M Buy
29,677
+22,376
+306% +$3.76M 0.11% 231
2025
Q1 		$1.18M Sell
7,301
-4,380
-37% -$752K 0.03% 559
2024
Q4 		$2.03M Buy
+11,681
New +$2.06M 0.05% 372
2024
Q3 		– Sell
-4,200
Closed -$566K – 1313
2024
Q2 		$566K Buy
+4,200
New +$550K 0.02% 508
2024
Q1 		– Sell
-1,200
Closed -$144K – 1397
2023
Q4 		$144K Sell
1,200
-100
-8% -$10.8K ﹤0.01% 926
2023
Q3 		$139K Buy
1,300
+900
+225% +$92.8K 0.01% 762
2023
Q2 		$39K Buy
+400
New +$36.2K ﹤0.01% 1037
2022
Q2 		– Sell
-800
Closed -$70K – 1356
2022
Q1 		$70K Buy
+800
New +$82.4K 0.1% 219

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 $3.38T AUM 44.17% 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

Aquatic Capital Management's HLI Position: Q2 2026 in Review

Aquatic Capital Management increased its Houlihan Lokey (HLI) stake by 311% in Q2 2026, buying an estimated $992K and bringing the position to 8,886 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #511.

Aquatic Capital Management first reported a position in HLI in Q1 2022 and has held it in 12 quarters since. The position peaked at $5.34M in Q2 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Aquatic Capital Management held 8,886 shares of Houlihan Lokey worth $1.19M as of Q2 2026.
  • Aquatic Capital Management bought 6,722 Houlihan Lokey shares in Q2 2026, an estimated $992K.
  • Houlihan Lokey made up 0.04% of Aquatic Capital Management's portfolio in Q2 2026, its #511 holding.
  • Aquatic Capital Management first reported a position in Houlihan Lokey in Q1 2022 and has held it in 12 quarters since.
  • Aquatic Capital Management's Houlihan Lokey position peaked at $5.34M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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