Cannell & Spears’s Houlihan Lokey HLI Stock Holding History

Cannell & Spears’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	$1.16M	Sell	8,671 -423	-5%	-$62.4K	0.02%	240
2026 Q1	$1.31M	Sell	9,094 -790	-8%	-$130K	0.03%	224
2025 Q4	$1.72M	Sell	9,884 -620	-6%	-$114K	0.03%	201
2025 Q3	$2.16M	Sell	10,504 -105	-1%	-$20.6K	0.04%	185
2025 Q2	$1.91M	Sell	10,609 -999	-9%	-$168K	0.04%	193
2025 Q1	$1.87M	Buy	11,608 +3	+0%	+$515	0.04%	192
2024 Q4	$2.02M	Hold	11,605	–	–	0.04%	190
2024 Q3	$1.83M	Hold	11,605	–	–	0.04%	191
2024 Q2	$1.57M	Sell	11,605 -640	-5%	-$83.8K	0.03%	193
2024 Q1	$1.57M	Buy	+12,245	New	+$1.51M	0.03%	201

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cannell & Spears's HLI Position: Q2 2026 in Review

Cannell & Spears reduced its Houlihan Lokey (HLI) stake by 4.7% in Q2 2026, selling an estimated $62.4K and leaving 8,671 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #240.

Cannell & Spears first reported a position in HLI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.16M in Q3 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Cannell & Spears held 8,671 shares of Houlihan Lokey worth $1.16M as of Q2 2026.
Cannell & Spears sold 423 Houlihan Lokey shares in Q2 2026, an estimated $62.4K.
Houlihan Lokey made up 0.02% of Cannell & Spears's portfolio in Q2 2026, its #240 holding.
Cannell & Spears first reported a position in Houlihan Lokey in Q1 2024 and has held it in 10 quarters since.
Cannell & Spears's Houlihan Lokey position peaked at $2.16M in Q3 2025.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.