EA
HLI icon

Emerald Advisers’s Houlihan Lokey HLI Stock Holding History

Emerald Advisers’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 		$46.3K Hold
345
– – ﹤0.01% 228
2026
Q1 		$49.5K Hold
345
– – ﹤0.01% 236
2025
Q4 		$60.1K Hold
345
– – ﹤0.01% 230
2025
Q3 		$70.8K Hold
345
– – ﹤0.01% 238
2025
Q2 		$62.1K Hold
345
– – ﹤0.01% 232
2025
Q1 		$55.7K Hold
345
– – ﹤0.01% 229
2024
Q4 		$59.9K Hold
345
– – ﹤0.01% 238
2024
Q3 		$54.5K Sell
345
-87,238
-100% -$13M ﹤0.01% 230
2024
Q2 		$11.8M Sell
87,583
-77,484
-47% -$10.1M 0.5% 75
2024
Q1 		$21.2M Buy
165,067
+855
+0.5% +$106K 0.85% 46
2023
Q4 		$19.7M Sell
164,212
-2,757
-2% -$299K 0.84% 48
2023
Q3 		$17.9M Sell
166,969
-15,134
-8% -$1.56M 0.87% 46
2023
Q2 		$17.9M Buy
182,103
+70
+0% +$6.33K 0.78% 60
2023
Q1 		$15.9M Sell
182,033
-2,253
-1% -$212K 0.76% 57
2022
Q4 		$16.1M Buy
184,286
+586
+0.3% +$52.7K 0.78% 58
2022
Q3 		$13.8M Sell
183,700
-2,498
-1% -$202K 0.71% 62
2022
Q2 		$14.7M Sell
186,198
-51,272
-22% -$4.29M 0.76% 54
2022
Q1 		$20.9M Sell
237,470
-9,392
-4% -$967K 0.8% 51
2021
Q4 		$25.6M Sell
246,862
-4,861
-2% -$519K 0.94% 42
2021
Q3 		$23.2M Buy
251,723
+8,843
+4% +$775K 0.84% 49
2021
Q2 		$19.9M Sell
242,880
-27,200
-10% -$1.97M 0.72% 59
2021
Q1 		$18M Sell
270,080
-34,340
-11% -$2.32M 0.65% 75
2020
Q4 		$20.5M Buy
+304,420
New +$19.7M 0.68% 64

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Emerald Advisers's HLI Position: Q2 2026 in Review

Emerald Advisers held its Houlihan Lokey (HLI) position steady in Q2 2026 at 345 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Emerald Advisers first reported a position in HLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.6M in Q4 2021. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Emerald Advisers held 345 shares of Houlihan Lokey worth $46.3K as of Q2 2026.
  • Emerald Advisers left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Emerald Advisers's portfolio in Q2 2026, its #228 holding.
  • Emerald Advisers first reported a position in Houlihan Lokey in Q4 2020 and has held it in 23 quarters since.
  • Emerald Advisers's Houlihan Lokey position peaked at $25.6M in Q4 2021.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.