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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
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
BlackRock New York $5.7T 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 $528B 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