CI
HLI icon

CX Institutional’s Houlihan Lokey HLI Stock Holding History

CX Institutional’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
Q3 		$1K Sell
8
-81
-91% -$10.8K ﹤0.01% 1621
2026
Q2 		$12K Buy
89
+1
+1% +$148 ﹤0.01% 1268
2026
Q1 		$13K Buy
+88
New +$14.5K ﹤0.01% 1223
2019
Q3 		– Sell
-53
Closed -$2K – 862
2019
Q2 		$2K Buy
+53
New +$2.48K ﹤0.01% 758

Other funds holding HLI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional's HLI Position: Q3 2026 in Review

CX Institutional reduced its Houlihan Lokey (HLI) stake by 91% in Q3 2026, selling an estimated $10.8K and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

CX Institutional first reported a position in HLI in Q2 2019 and has held it in 4 quarters since. The position peaked at $13K in Q1 2026. 21 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • CX Institutional held 8 shares of Houlihan Lokey worth $1K as of Q3 2026.
  • CX Institutional sold 81 Houlihan Lokey shares in Q3 2026, an estimated $10.8K.
  • Houlihan Lokey made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1621 holding.
  • CX Institutional first reported a position in Houlihan Lokey in Q2 2019 and has held it in 4 quarters since.
  • CX Institutional's Houlihan Lokey position peaked at $13K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.