D.E. Shaw & Co’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.9M | Sell |
138,517
-9,723
| -7% | -$1.6M | 0.01% | 1147 |
|
|
2025
Q4 | $25.8M | Buy |
148,240
+145,146
| +4,691% | +$26.6M | 0.01% | 1081 |
|
|
2025
Q3 | $635K | Sell |
3,094
-1,859
| -38% | -$364K | ﹤0.01% | 3734 |
|
|
2025
Q2 | $891K | Sell |
4,953
-42
| -0.8% | -$7.06K | ﹤0.01% | 3310 |
|
|
2025
Q1 | $807K | Sell |
4,995
-8,482
| -63% | -$1.46M | ﹤0.01% | 3224 |
|
|
2024
Q4 | $2.34M | Buy |
13,477
+4,483
| +50% | +$789K | ﹤0.01% | 2604 |
|
|
2024
Q3 | $1.42M | Buy |
+8,994
| New | +$1.34M | ﹤0.01% | 2985 |
|
|
2024
Q1 | – | Sell |
-5,749
| Closed | -$689K | – | 4494 |
|
|
2023
Q4 | $689K | Sell |
5,749
-9,149
| -61% | -$992K | ﹤0.01% | 3366 |
|
|
2023
Q3 | $1.6M | Sell |
14,898
-109,278
| -88% | -$11.3M | ﹤0.01% | 2749 |
|
|
2023
Q2 | $12.2M | Buy |
124,176
+94,222
| +315% | +$8.52M | 0.01% | 1191 |
|
|
2023
Q1 | $2.62M | Buy |
29,954
+7,574
| +34% | +$713K | ﹤0.01% | 2484 |
|
|
2022
Q4 | $1.95M | Sell |
22,380
-36,014
| -62% | -$3.24M | ﹤0.01% | 2961 |
|
|
2022
Q3 | $4.4M | Buy |
58,394
+37,238
| +176% | +$3.02M | 0.01% | 2244 |
|
|
2022
Q2 | $1.67M | Sell |
21,156
-32,983
| -61% | -$2.76M | ﹤0.01% | 3222 |
|
|
2022
Q1 | $4.75M | Sell |
54,139
-65,635
| -55% | -$6.76M | ﹤0.01% | 2372 |
|
|
2021
Q4 | $12.4M | Buy |
119,774
+1,050
| +0.9% | +$112K | 0.01% | 1464 |
|
|
2021
Q3 | $10.9M | Sell |
118,724
-53,878
| -31% | -$4.72M | 0.01% | 1457 |
|
|
2021
Q2 | $14.1M | Buy |
172,602
+90,482
| +110% | +$6.55M | 0.01% | 1227 |
|
|
2021
Q1 | $5.46M | Buy |
82,120
+21,461
| +35% | +$1.45M | 0.01% | 1775 |
|
|
2020
Q4 | $4.08M | Buy |
+60,659
| New | +$3.93M | ﹤0.01% | 2031 |
|
|
2019
Q3 | – | Sell |
-5,534
| Closed | -$246K | – | 3892 |
|
|
2019
Q2 | $246K | Sell |
5,534
-6,531
| -54% | -$305K | ﹤0.01% | 3386 |
|
|
2019
Q1 | $553K | Sell |
12,065
-25,654
| -68% | -$1.13M | ﹤0.01% | 2942 |
|
|
2018
Q4 | $1.39M | Sell |
37,719
-114,052
| -75% | -$4.65M | ﹤0.01% | 2433 |
|
|
2018
Q3 | $6.82M | Sell |
151,771
-65,405
| -30% | -$3.17M | 0.01% | 1362 |
|
|
2018
Q2 | $11.1M | Buy |
217,176
+165,698
| +322% | +$7.92M | 0.01% | 1018 |
|
|
2018
Q1 | $2.3M | Sell |
51,478
-24,964
| -33% | -$1.18M | ﹤0.01% | 1958 |
|
|
2017
Q4 | $3.47M | Buy |
76,442
+23,152
| +43% | +$991K | ﹤0.01% | 1749 |
|
|
2017
Q3 | $2.08M | Sell |
53,290
-34,089
| -39% | -$1.25M | ﹤0.01% | 1990 |
|
|
2017
Q2 | $3.05M | Sell |
87,379
-116,726
| -57% | -$3.96M | 0.01% | 1703 |
|
|
2017
Q1 | $7.03M | Buy |
204,105
+105,185
| +106% | +$3.36M | 0.01% | 1066 |
|
|
2016
Q4 | $3.08M | Buy |
98,920
+36,412
| +58% | +$988K | 0.01% | 1689 |
|
|
2016
Q3 | $1.57M | Buy |
62,508
+9,859
| +19% | +$238K | ﹤0.01% | 2098 |
|
|
2016
Q2 | $1.18M | Buy |
52,649
+9,405
| +22% | +$227K | ﹤0.01% | 2310 |
|
|
2016
Q1 | $1.08M | Buy |
43,244
+26,257
| +155% | +$638K | ﹤0.01% | 2308 |
|
|
2015
Q4 | $445K | Sell |
16,987
-8,647
| -34% | -$197K | ﹤0.01% | 3148 |
|
|
2015
Q3 | $559K | Buy |
+25,634
| New | +$562K | ﹤0.01% | 2984 |
|
Other funds holding HLI
VPM
VCM
D.E. Shaw & Co's HLI Position: Q1 2026 in Review
D.E. Shaw & Co reduced its Houlihan Lokey (HLI) stake by 6.6% in Q1 2026, selling an estimated $1.6M and leaving 138,517 shares worth $19.9M. The position accounts for 0.01% of the portfolio, ranked #1147.
D.E. Shaw & Co first reported a position in HLI in Q3 2015 and has held it in 36 quarters since. The position peaked at $25.8M in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.
- D.E. Shaw & Co held 138,517 shares of Houlihan Lokey worth $19.9M as of Q1 2026.
- D.E. Shaw & Co sold 9,723 Houlihan Lokey shares in Q1 2026, an estimated $1.6M.
- Houlihan Lokey made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1147 holding.
- D.E. Shaw & Co first reported a position in Houlihan Lokey in Q3 2015 and has held it in 36 quarters since.
- D.E. Shaw & Co's Houlihan Lokey position peaked at $25.8M in Q4 2025.
- 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.
Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.