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Caxton Associates (UK)’s Houlihan Lokey HLI Stock Holding History

Caxton Associates (UK)’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 		$455K Buy
+3,393
New +$501K 0.01% 551
2026
Q1 		– Sell
-2,857
Closed -$498K – 880
2025
Q4 		$498K Sell
2,857
-13,317
-82% -$2.44M 0.01% 503
2025
Q3 		$3.32M Buy
+16,174
New +$3.17M 0.08% 113

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

Caxton Associates (UK)'s HLI Position: Q2 2026 in Review

Caxton Associates (UK) opened a new position in Houlihan Lokey (HLI) in Q2 2026: 3,393 shares worth $455K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Caxton Associates (UK) previously reported a position in HLI as recently as Q4 2025.

Caxton Associates (UK) first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.32M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Caxton Associates (UK) held 3,393 shares of Houlihan Lokey worth $455K as of Q2 2026.
  • Houlihan Lokey was a new Caxton Associates (UK) position in Q2 2026.
  • Houlihan Lokey made up 0.01% of Caxton Associates (UK)'s portfolio in Q2 2026, its #551 holding.
  • Caxton Associates (UK) first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Caxton Associates (UK)'s Houlihan Lokey position peaked at $3.32M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Caxton Associates (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.