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Bayforest Capital’s Houlihan Lokey HLI Stock Holding History

Bayforest 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 		$24.4K Sell
182
-172
-49% -$25.4K 0.02% 759
2026
Q1 		$50.8K Sell
354
-438
-55% -$72.1K 0.06% 552
2025
Q4 		$138K Sell
792
-103
-12% -$18.9K 0.1% 391
2025
Q3 		$184K Sell
895
-4,293
-83% -$842K 0.09% 404
2025
Q2 		$934K Sell
5,188
-927
-15% -$156K 0.41% 43
2025
Q1 		$988K Buy
6,115
+3,587
+142% +$616K 0.43% 37
2024
Q4 		$439K Buy
+2,528
New +$445K 0.55% 9

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

Bayforest Capital's HLI Position: Q2 2026 in Review

Bayforest Capital reduced its Houlihan Lokey (HLI) stake by 49% in Q2 2026, selling an estimated $25.4K and leaving 182 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #759.

Bayforest Capital first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $988K in Q1 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Bayforest Capital held 182 shares of Houlihan Lokey worth $24.4K as of Q2 2026.
  • Bayforest Capital sold 172 Houlihan Lokey shares in Q2 2026, an estimated $25.4K.
  • Houlihan Lokey made up 0.02% of Bayforest Capital's portfolio in Q2 2026, its #759 holding.
  • Bayforest Capital first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Bayforest Capital's Houlihan Lokey position peaked at $988K in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.