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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
Q2 		$790K Buy
5,893
+4,173
+243% +$616K 0.01% 649
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 $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

Evergreen Capital Management's HLI Position: Q2 2026 in Review

Evergreen Capital Management increased its Houlihan Lokey (HLI) stake by 243% in Q2 2026, buying an estimated $616K and bringing the position to 5,893 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #649.

Evergreen Capital Management first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Evergreen Capital Management held 5,893 shares of Houlihan Lokey worth $790K as of Q2 2026.
  • Evergreen Capital Management bought 4,173 Houlihan Lokey shares in Q2 2026, an estimated $616K.
  • Houlihan Lokey made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #649 holding.
  • Evergreen Capital Management first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.