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Evergreen Capital Management’s Houlihan Lokey HLI Stock Holding History

Evergreen Capital 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
Q1 		$247K Buy
1,720
+432
+34% +$71.1K 0.01% 1260
2025
Q4 		$224K Sell
1,288
-605
-32% -$111K 0.01% 1232
2025
Q3 		$389K Buy
+1,893
New +$371K 0.01% 791

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's HLI Position: Q1 2026 in Review

Evergreen Capital Management increased its Houlihan Lokey (HLI) stake by 34% in Q1 2026, buying an estimated $71.1K and bringing the position to 1,720 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #1260.

Evergreen Capital Management first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Evergreen Capital Management held 1,720 shares of Houlihan Lokey worth $247K as of Q1 2026.
  • Evergreen Capital Management bought 432 Houlihan Lokey shares in Q1 2026, an estimated $71.1K.
  • Houlihan Lokey made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1260 holding.
  • Evergreen Capital Management first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's Houlihan Lokey position peaked at $389K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.