DRW Securities’s Houlihan Lokey HLI Stock Holding History

DRW Securities’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	–	Sell	-1,697	Closed	-$244K	–	1175
2026 Q1	$244K	Buy	+1,697	New	+$279K	﹤0.01%	1005

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DRW Securities's HLI Position: Q2 2026 in Review

DRW Securities sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 1,697 shares — an estimated $244K sold.

DRW Securities first reported a position in HLI in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

DRW Securities reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
DRW Securities sold 1,697 Houlihan Lokey shares in Q2 2026, an estimated $244K.
DRW Securities first reported a position in Houlihan Lokey in Q1 2026 and held it in 1 quarter.
DRW Securities's Houlihan Lokey position peaked at $244K in Q1 2026.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on DRW Securities's 13F filing for Q2 2026, filed 14 Aug 2026.