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Engineers Gate Manager’s Houlihan Lokey HLI Stock Holding History

Engineers Gate Manager’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 		$2.67M Sell
19,909
-16,336
-45% -$2.41M 0.03% 571
2026
Q1 		$5.21M Buy
36,245
+33,508
+1,224% +$5.51M 0.07% 368
2025
Q4 		$477K Buy
2,737
+1,189
+77% +$218K 0.01% 1390
2025
Q3 		$318K Sell
1,548
-13,206
-90% -$2.59M ﹤0.01% 1722
2025
Q2 		$2.65M Buy
14,754
+6,158
+72% +$1.03M 0.03% 608
2025
Q1 		$1.39M Buy
8,596
+5,285
+160% +$908K 0.02% 885
2024
Q4 		$575K Buy
+3,311
New +$583K 0.01% 1337
2024
Q2 		– Sell
-3,105
Closed -$398K – 2056
2024
Q1 		$398K Buy
+3,105
New +$384K 0.01% 1320
2023
Q1 		– Sell
-2,424
Closed -$211K – 1806
2022
Q4 		$211K Buy
+2,424
New +$218K 0.01% 1350
2022
Q2 		– Sell
-32,183
Closed -$2.83M – 2046
2022
Q1 		$2.83M Buy
32,183
+12,647
+65% +$1.3M 0.11% 221
2021
Q4 		$2.02M Buy
19,536
+16,374
+518% +$1.75M 0.09% 282
2021
Q3 		$291K Sell
3,162
-4,942
-61% -$433K 0.02% 1207
2021
Q2 		$663K Buy
8,104
+3,985
+97% +$289K 0.04% 672
2021
Q1 		$274K Sell
4,119
-9,226
-69% -$623K 0.01% 1379
2020
Q4 		$897K Buy
+13,345
New +$865K 0.04% 644
2020
Q3 		– Sell
-34,658
Closed -$1.93M – 1809
2020
Q2 		$1.93M Buy
34,658
+14,660
+73% +$854K 0.1% 297
2020
Q1 		$1.04M Buy
+19,998
New +$1.04M 0.08% 418
2019
Q2 		– Sell
-22,420
Closed -$1.03M – 1240
2019
Q1 		$1.03M Sell
22,420
-17,030
-43% -$751K 0.06% 430
2018
Q4 		$1.45M Buy
+39,450
New +$1.61M 0.12% 267
2018
Q2 		– Sell
-26,209
Closed -$1.17M – 1054
2018
Q1 		$1.17M Buy
+26,209
New +$1.24M 0.08% 409

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

Engineers Gate Manager's HLI Position: Q2 2026 in Review

Engineers Gate Manager reduced its Houlihan Lokey (HLI) stake by 45% in Q2 2026, selling an estimated $2.41M and leaving 19,909 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #571.

Engineers Gate Manager first reported a position in HLI in Q1 2018 and has held it in 20 quarters since. The position peaked at $5.21M in Q1 2026. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Engineers Gate Manager held 19,909 shares of Houlihan Lokey worth $2.67M as of Q2 2026.
  • Engineers Gate Manager sold 16,336 Houlihan Lokey shares in Q2 2026, an estimated $2.41M.
  • Houlihan Lokey made up 0.03% of Engineers Gate Manager's portfolio in Q2 2026, its #571 holding.
  • Engineers Gate Manager first reported a position in Houlihan Lokey in Q1 2018 and has held it in 20 quarters since.
  • Engineers Gate Manager's Houlihan Lokey position peaked at $5.21M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.