FORA Capital’s Houlihan Lokey HLI Stock Holding History

FORA Capital’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	$2M	Sell	14,909 -10,012	-40%	-$1.48M	0.14%	164
2026 Q1	$3.58M	Buy	24,921 +18,671	+299%	+$3.07M	0.26%	109
2025 Q4	$1.09M	Buy	+6,250	New	+$1.15M	0.13%	191
2025 Q1	–	Sell	-3,525	Closed	-$612K	–	567
2024 Q4	$612K	Buy	+3,525	New	+$621K	0.07%	247
2024 Q3	–	Sell	-1,699	Closed	-$229K	–	500
2024 Q2	$229K	Buy	+1,699	New	+$222K	0.03%	342
2022 Q3	–	Sell	-4,745	Closed	-$375K	–	475
2022 Q2	$375K	Sell	4,745 -4,904	-51%	-$410K	0.07%	298
2022 Q1	$875K	Buy	+9,649	New	+$993K	0.16%	179
2021 Q1	–	Sell	-5,310	Closed	-$357K	–	906
2020 Q4	$357K	Buy	+5,310	New	+$344K	0.05%	361
2020 Q2	–	Sell	-5,964	Closed	-$311K	–	1077
2020 Q1	$311K	Buy	5,964 +3,368	+130%	+$175K	0.07%	339
2019 Q4	$127K	Buy	+2,596	New	+$123K	0.01%	718

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

FORA Capital's HLI Position: Q2 2026 in Review

FORA Capital reduced its Houlihan Lokey (HLI) stake by 40% in Q2 2026, selling an estimated $1.48M and leaving 14,909 shares worth $2M. The position accounts for 0.14% of the portfolio, ranked #164.

FORA Capital first reported a position in HLI in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.58M in Q1 2026. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

FORA Capital held 14,909 shares of Houlihan Lokey worth $2M as of Q2 2026.
FORA Capital sold 10,012 Houlihan Lokey shares in Q2 2026, an estimated $1.48M.
Houlihan Lokey made up 0.14% of FORA Capital's portfolio in Q2 2026, its #164 holding.
FORA Capital first reported a position in Houlihan Lokey in Q4 2019 and has held it in 10 quarters since.
FORA Capital's Houlihan Lokey position peaked at $3.58M in Q1 2026.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.