Caprock Group’s Houlihan Lokey HLI Stock Holding History

Caprock Group’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	$506K	Buy	3,522 +781	+28%	+$128K	0.01%	744
2025 Q4	$478K	Sell	2,741 -1,183	-30%	-$217K	0.01%	845
2025 Q3	$782K	Buy	+3,924	New	+$769K	0.02%	647
2025 Q1	$726K	Buy	4,492 +98	+2%	+$16.8K	0.02%	577
2024 Q4	$763K	Buy	4,394 +16	+0.4%	+$2.82K	0.02%	499
2024 Q3	$692K	Sell	4,378 -22	-0.5%	-$3.29K	0.03%	482
2024 Q2	$593K	Sell	4,400 -30	-0.7%	-$3.93K	0.02%	494
2024 Q1	$568K	Sell	4,430 -439	-9%	-$54.3K	0.03%	370
2023 Q4	$584K	Hold	4,869	–	–	0.04%	348
2023 Q3	$522K	Hold	4,869	–	–	0.04%	346
2023 Q2	$479K	Hold	4,869	–	–	0.04%	377
2023 Q1	$426K	Buy	+4,869	New	+$458K	0.03%	399

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caprock Group's HLI Position: Q1 2026 in Review

Caprock Group increased its Houlihan Lokey (HLI) stake by 28% in Q1 2026, buying an estimated $128K and bringing the position to 3,522 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #744.

Caprock Group first reported a position in HLI in Q1 2023 and has held it in 12 quarters since. The position peaked at $782K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Caprock Group held 3,522 shares of Houlihan Lokey worth $506K as of Q1 2026.
Caprock Group bought 781 Houlihan Lokey shares in Q1 2026, an estimated $128K.
Houlihan Lokey made up 0.01% of Caprock Group's portfolio in Q1 2026, its #744 holding.
Caprock Group first reported a position in Houlihan Lokey in Q1 2023 and has held it in 12 quarters since.
Caprock Group's Houlihan Lokey position peaked at $782K in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.