Eventide Asset Management’s Houlihan Lokey HLI Stock Holding History

Eventide Asset Management’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	$32M	Buy	239,140 +3,004	+1%	+$443K	0.43%	78
2026 Q1	$33.8M	Buy	236,136 +1,732	+0.7%	+$285K	0.56%	62
2025 Q4	$40.9M	Buy	234,404 +14,356	+7%	+$2.64M	0.64%	56
2025 Q3	$45.2M	Buy	220,048 +24,954	+13%	+$4.89M	0.74%	47
2025 Q2	$35.1M	Sell	195,094 -1,542	-0.8%	-$259K	0.62%	56
2025 Q1	$31.7M	Buy	196,636 +19,402	+11%	+$3.33M	0.63%	57
2024 Q4	$30.8M	Buy	177,234 +8,324	+5%	+$1.47M	0.56%	63
2024 Q3	$26.7M	Sell	168,910 -65,970	-28%	-$9.86M	0.46%	67
2024 Q2	$31.7M	Buy	234,880 +5,697	+2%	+$746K	0.54%	62
2024 Q1	$29.4M	Buy	229,183 +53,914	+31%	+$6.67M	0.46%	69
2023 Q4	$21M	Buy	175,269 +25,637	+17%	+$2.78M	0.34%	87
2023 Q3	$16M	Buy	+149,632	New	+$15.4M	0.29%	98

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

Eventide Asset Management's HLI Position: Q2 2026 in Review

Eventide Asset Management increased its Houlihan Lokey (HLI) stake by 1.3% in Q2 2026, buying an estimated $443K and bringing the position to 239,140 shares worth $32M. The position accounts for 0.43% of the portfolio, ranked #78.

Eventide Asset Management first reported a position in HLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $45.2M in Q3 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Eventide Asset Management held 239,140 shares of Houlihan Lokey worth $32M as of Q2 2026.
Eventide Asset Management bought 3,004 Houlihan Lokey shares in Q2 2026, an estimated $443K.
Houlihan Lokey made up 0.43% of Eventide Asset Management's portfolio in Q2 2026, its #78 holding.
Eventide Asset Management first reported a position in Houlihan Lokey in Q3 2023 and has held it in 12 quarters since.
Eventide Asset Management's Houlihan Lokey position peaked at $45.2M in Q3 2025.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Eventide Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.