Champlain Investment Partners’s Houlihan Lokey HLI Stock Holding History

Champlain Investment Partners’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	$28.2M	Sell	209,983 -507,741	-71%	-$74.9M	0.72%	60
2026 Q1	$103M	Buy	717,724 +258,624	+56%	+$42.5M	1.31%	26
2025 Q4	$80M	Sell	459,100 -52,181	-10%	-$9.58M	0.81%	60
2025 Q3	$105M	Sell	511,281 -35,059	-6%	-$6.87M	0.79%	52
2025 Q2	$98.3M	Buy	546,340 +361,085	+195%	+$60.7M	0.69%	60
2025 Q1	$29.9M	Buy	+185,255	New	+$31.8M	0.22%	131

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

Champlain Investment Partners's HLI Position: Q2 2026 in Review

Champlain Investment Partners reduced its Houlihan Lokey (HLI) stake by 71% in Q2 2026, selling an estimated $74.9M and leaving 209,983 shares worth $28.2M. The position accounts for 0.72% of the portfolio, ranked #60.

Champlain Investment Partners first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $105M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Champlain Investment Partners held 209,983 shares of Houlihan Lokey worth $28.2M as of Q2 2026.
Champlain Investment Partners sold 507,741 Houlihan Lokey shares in Q2 2026, an estimated $74.9M.
Houlihan Lokey made up 0.72% of Champlain Investment Partners's portfolio in Q2 2026, its #60 holding.
Champlain Investment Partners first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
Champlain Investment Partners's Houlihan Lokey position peaked at $105M in Q3 2025.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Champlain Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.