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Concurrent Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Concurrent Investment Advisors’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 		$328K Buy
2,280
+353
+18% +$58.1K ﹤0.01% 1439
2025
Q4 		$336K Buy
+1,927
New +$354K ﹤0.01% 1330

Other funds holding HLI

BlackRock
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
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

Concurrent Investment Advisors's HLI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Houlihan Lokey (HLI) stake by 18% in Q1 2026, buying an estimated $58.1K and bringing the position to 2,280 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Concurrent Investment Advisors first reported a position in HLI in Q4 2025 and has held it in 2 quarters since. The position peaked at $336K in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Concurrent Investment Advisors held 2,280 shares of Houlihan Lokey worth $328K as of Q1 2026.
  • Concurrent Investment Advisors bought 353 Houlihan Lokey shares in Q1 2026, an estimated $58.1K.
  • Houlihan Lokey made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1439 holding.
  • Concurrent Investment Advisors first reported a position in Houlihan Lokey in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Houlihan Lokey position peaked at $336K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.