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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
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

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VPM
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Kayne Anderson Rudnick Investment Management
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caxton Associates (UK)'s HLI Position: Q1 2026 in Review

Caxton Associates (UK) sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 2,857 shares — an estimated $498K sold.

Caxton Associates (UK) first reported a position in HLI in Q3 2025 and held it in 2 quarters. The position peaked at $3.32M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Caxton Associates (UK) reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Caxton Associates (UK) sold 2,857 Houlihan Lokey shares in Q1 2026, an estimated $498K.
  • Caxton Associates (UK) first reported a position in Houlihan Lokey in Q3 2025 and held it in 2 quarters.
  • Caxton Associates (UK)'s Houlihan Lokey position peaked at $3.32M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Caxton Associates (UK)'s 13F filing for Q1 2026, filed 14 May 2026.