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Cape Investment Advisory’s Houlihan Lokey HLI Stock Holding History

Cape Investment Advisory’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 		$2.68K Buy
+20
New +$2.95K ﹤0.01% 1177
2026
Q1 		– Sell
-19
Closed -$3.31K – 617
2025
Q4 		$3.31K Hold
19
– – ﹤0.01% 1004
2025
Q3 		$3.9K Hold
19
– – ﹤0.01% 564
2025
Q2 		$3.42K Buy
+19
New +$3.19K ﹤0.01% 834

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

Cape Investment Advisory's HLI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Houlihan Lokey (HLI) in Q2 2026: 20 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HLI as recently as Q4 2025.

Cape Investment Advisory first reported a position in HLI in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.9K in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Cape Investment Advisory held 20 shares of Houlihan Lokey worth $2.68K as of Q2 2026.
  • Houlihan Lokey was a new Cape Investment Advisory position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1177 holding.
  • Cape Investment Advisory first reported a position in Houlihan Lokey in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's Houlihan Lokey position peaked at $3.9K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.