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Congress Asset Management’s Houlihan Lokey HLI Stock Holding History

Congress Asset Management’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 		– Sell
-232,980
Closed -$33.5M – 396
2026
Q1 		$33.5M Sell
232,980
-33,676
-13% -$5.54M 0.24% 111
2025
Q4 		$46.4M Sell
266,656
-108,644
-29% -$19.9M 0.33% 105
2025
Q3 		$77.1M Sell
375,300
-62,760
-14% -$12.3M 0.51% 71
2025
Q2 		$78.8M Sell
438,060
-66,089
-13% -$11.1M 0.54% 74
2025
Q1 		$81.4M Buy
+504,149
New +$86.6M 0.61% 63

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Congress Asset Management's HLI Position: Q2 2026 in Review

Congress Asset Management sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 232,980 shares — an estimated $33.5M sold.

Congress Asset Management first reported a position in HLI in Q1 2025 and held it in 5 quarters. The position peaked at $81.4M in Q1 2025. 54 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Congress Asset Management reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 232,980 Houlihan Lokey shares in Q2 2026, an estimated $33.5M.
  • Congress Asset Management first reported a position in Houlihan Lokey in Q1 2025 and held it in 5 quarters.
  • Congress Asset Management's Houlihan Lokey position peaked at $81.4M in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.