DWA
HLI icon

Dorsey Wright & Associates’s Houlihan Lokey HLI Stock Holding History

Dorsey Wright & Associates’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
-28,123
Closed -$4.9M – 166
2025
Q4 		$4.9M Buy
28,123
+1,254
+5% +$230K 1.06% 35
2025
Q3 		$5.52M Buy
26,869
+1,200
+5% +$235K 1.23% 26
2025
Q2 		$4.62M Buy
25,669
+1,227
+5% +$206K 1.1% 30
2025
Q1 		$3.95M Buy
24,442
+2,044
+9% +$351K 1.01% 38
2024
Q4 		$3.89M Buy
22,398
+942
+4% +$166K 0.93% 36
2024
Q3 		$3.39M Buy
+21,456
New +$3.21M 0.8% 50

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dorsey Wright & Associates's HLI Position: Q1 2026 in Review

Dorsey Wright & Associates sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 28,123 shares — an estimated $4.9M sold.

Dorsey Wright & Associates first reported a position in HLI in Q3 2024 and held it in 6 quarters. The position peaked at $5.52M in Q3 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Dorsey Wright & Associates reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Dorsey Wright & Associates sold 28,123 Houlihan Lokey shares in Q1 2026, an estimated $4.9M.
  • Dorsey Wright & Associates first reported a position in Houlihan Lokey in Q3 2024 and held it in 6 quarters.
  • Dorsey Wright & Associates's Houlihan Lokey position peaked at $5.52M in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Dorsey Wright & Associates's 13F filing for Q1 2026, filed 6 May 2026.