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Azora Capital LP’s Houlihan Lokey HLI Stock Holding History

Azora Capital LP’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
2025
Q3 		– Sell
-87,007
Closed -$15.7M – 70
2025
Q2 		$15.7M Buy
+87,007
New +$14.6M 0.71% 38
2024
Q4 		– Sell
-83,722
Closed -$13.2M – 63
2024
Q3 		$13.2M Buy
+83,722
New +$12.5M 0.71% 32
2021
Q3 		– Sell
-66,538
Closed -$5.44M – 62
2021
Q2 		$5.44M Buy
+66,538
New +$4.82M 0.85% 28
2019
Q4 		– Sell
-130,390
Closed -$5.88M – 48
2019
Q3 		$5.88M Buy
+130,390
New +$5.77M 1.3% 24

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Azora Capital LP's HLI Position: Q3 2025 in Review

Azora Capital LP sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 87,007 shares — an estimated $15.7M sold.

Azora Capital LP first reported a position in HLI in Q3 2019 and held it in 4 quarters. The position peaked at $15.7M in Q2 2025. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Azora Capital LP reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Azora Capital LP sold 87,007 Houlihan Lokey shares in Q3 2025, an estimated $15.7M.
  • Azora Capital LP first reported a position in Houlihan Lokey in Q3 2019 and held it in 4 quarters.
  • Azora Capital LP's Houlihan Lokey position peaked at $15.7M in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Azora Capital LP's 13F filing for Q3 2025, filed 14 Nov 2025.