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Custom Index Systems’s Houlihan Lokey HLI Stock Holding History

Custom Index Systems’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 		$506K Sell
3,776
-112
-3% -$16.5K 0.18% 142
2026
Q1 		$558K Buy
3,888
+176
+5% +$29K 0.24% 114
2025
Q4 		$647K Sell
3,712
-979
-21% -$180K 0.29% 105
2025
Q3 		$963K Buy
4,691
+1,501
+47% +$294K 0.29% 103
2025
Q2 		$574K Sell
3,190
-96
-3% -$16.1K 0.27% 105
2025
Q1 		$531K Buy
3,286
+696
+27% +$120K 0.27% 105
2024
Q4 		$450K Sell
2,590
-12
-0.5% -$2.11K 0.24% 117
2024
Q3 		$411K Buy
+2,602
New +$389K 0.22% 144
2024
Q2 		– Sell
-2,876
Closed -$369K – 272
2024
Q1 		$369K Buy
2,876
+119
+4% +$14.7K 0.21% 154
2023
Q4 		$331K Buy
+2,757
New +$299K 0.2% 149

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Custom Index Systems's HLI Position: Q2 2026 in Review

Custom Index Systems reduced its Houlihan Lokey (HLI) stake by 2.9% in Q2 2026, selling an estimated $16.5K and leaving 3,776 shares worth $506K. The position accounts for 0.18% of the portfolio, ranked #142.

Custom Index Systems first reported a position in HLI in Q4 2023 and has held it in 10 quarters since. The position peaked at $963K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Custom Index Systems held 3,776 shares of Houlihan Lokey worth $506K as of Q2 2026.
  • Custom Index Systems sold 112 Houlihan Lokey shares in Q2 2026, an estimated $16.5K.
  • Houlihan Lokey made up 0.18% of Custom Index Systems's portfolio in Q2 2026, its #142 holding.
  • Custom Index Systems first reported a position in Houlihan Lokey in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's Houlihan Lokey position peaked at $963K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.