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Cynosure Group’s Houlihan Lokey HLI Stock Holding History

Cynosure Group’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 		– Sell
-2,278
Closed -$397K – 321
2025
Q4 		$397K Sell
2,278
-266
-10% -$48.8K 0.04% 368
2025
Q3 		$522K Hold
2,544
– – 0.06% 165
2025
Q2 		$458K Buy
2,544
+432
+20% +$72.6K 0.05% 194
2025
Q1 		$341K Buy
2,112
+433
+26% +$74.4K 0.05% 255
2024
Q4 		$292K Sell
1,679
-584
-26% -$103K 0.04% 290
2024
Q3 		$358K Sell
2,263
-618
-21% -$92.3K 0.05% 333
2024
Q2 		$389K Buy
2,881
+406
+16% +$53.1K 0.06% 219
2024
Q1 		$317K Buy
+2,475
New +$306K 0.06% 256

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

Cynosure Group's HLI Position: Q1 2026 in Review

Cynosure Group sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 2,278 shares — an estimated $397K sold.

Cynosure Group first reported a position in HLI in Q1 2024 and held it in 8 quarters. The position peaked at $522K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Cynosure Group reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 2,278 Houlihan Lokey shares in Q1 2026, an estimated $397K.
  • Cynosure Group first reported a position in Houlihan Lokey in Q1 2024 and held it in 8 quarters.
  • Cynosure Group's Houlihan Lokey position peaked at $522K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.