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AXQ Capital’s Houlihan Lokey HLI Stock Holding History

AXQ Capital’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 		$2.85M Buy
21,246
+16,241
+324% +$2.4M 0.31% 74
2026
Q1 		$719K Sell
5,005
-566
-10% -$93.1K 0.09% 317
2025
Q4 		$970K Buy
+5,571
New +$1.02M 0.22% 155
2025
Q1 		– Sell
-1,927
Closed -$335K – 569
2024
Q4 		$335K Buy
+1,927
New +$339K 0.15% 236
2024
Q3 		– Sell
-4,099
Closed -$553K – 501
2024
Q2 		$553K Buy
+4,099
New +$537K 0.13% 288
2024
Q1 		– Sell
-8,700
Closed -$1.04M – 742
2023
Q4 		$1.04M Buy
+8,700
New +$943K 0.28% 109
2023
Q2 		– Sell
-4,100
Closed -$359K – 420
2023
Q1 		$359K Buy
+4,100
New +$386K 0.14% 252

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

AXQ Capital's HLI Position: Q2 2026 in Review

AXQ Capital increased its Houlihan Lokey (HLI) stake by 324% in Q2 2026, buying an estimated $2.4M and bringing the position to 21,246 shares worth $2.85M. The position accounts for 0.31% of the portfolio, ranked #74.

AXQ Capital first reported a position in HLI in Q1 2023 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • AXQ Capital held 21,246 shares of Houlihan Lokey worth $2.85M as of Q2 2026.
  • AXQ Capital bought 16,241 Houlihan Lokey shares in Q2 2026, an estimated $2.4M.
  • Houlihan Lokey made up 0.31% of AXQ Capital's portfolio in Q2 2026, its #74 holding.
  • AXQ Capital first reported a position in Houlihan Lokey in Q1 2023 and has held it in 7 quarters since.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.