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Blueshift Asset Management’s Houlihan Lokey HLI Stock Holding History

Blueshift Asset 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
Q1 		– Sell
-1,294
Closed -$225K – 561
2025
Q4 		$225K Buy
+1,294
New +$238K 0.07% 392
2025
Q3 		– Sell
-3,791
Closed -$682K – 524
2025
Q2 		$682K Buy
+3,791
New +$637K 0.21% 125
2021
Q4 		– Sell
-6,716
Closed -$619K – 1016
2021
Q3 		$619K Buy
+6,716
New +$589K 0.03% 555
2020
Q3 		– Sell
-26,954
Closed -$1.5M – 669
2020
Q2 		$1.5M Buy
+26,954
New +$1.57M 0.24% 135

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blueshift Asset Management's HLI Position: Q1 2026 in Review

Blueshift Asset Management sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,294 shares — an estimated $225K sold.

Blueshift Asset Management first reported a position in HLI in Q2 2020 and held it in 4 quarters. The position peaked at $1.5M in Q2 2020. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Blueshift Asset Management reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Blueshift Asset Management sold 1,294 Houlihan Lokey shares in Q1 2026, an estimated $225K.
  • Blueshift Asset Management first reported a position in Houlihan Lokey in Q2 2020 and held it in 4 quarters.
  • Blueshift Asset Management's Houlihan Lokey position peaked at $1.5M in Q2 2020.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Blueshift Asset Management's 13F filing for Q1 2026, filed 14 May 2026.