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Crawford Fund Management’s Houlihan Lokey HLI Stock Holding History

Crawford Fund 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
2025
Q2 		– Sell
-13,000
Closed -$2.1M – 201
2025
Q1 		$2.1M Hold
13,000
– – 0.5% 60
2024
Q4 		$2.26M Buy
+13,000
New +$2.29M 0.39% 82

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

Crawford Fund Management's HLI Position: Q1 2026 in Review

Crawford Fund Management opened a new position in Houlihan Lokey (HLI) in Q1 2026: 50,531 shares worth $7.26M. The stake represents 1.4% of the portfolio and ranks #25 among its holdings. This is a return to the name: Crawford Fund Management previously reported a position in HLI as recently as Q1 2025.

Crawford Fund Management first reported a position in HLI in Q1 2025 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Crawford Fund Management held 50,531 shares of Houlihan Lokey worth $7.26M as of Q1 2026.
  • Houlihan Lokey was a new Crawford Fund Management position in Q1 2026.
  • Houlihan Lokey made up 1.4% of Crawford Fund Management's portfolio in Q1 2026, its #25 holding.
  • Crawford Fund Management first reported a position in Houlihan Lokey in Q1 2025 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Crawford Fund Management's 13F filing for Q1 2026, filed 15 May 2026.