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Grandeur Peak Global Advisors’s Houlihan Lokey HLI Stock Holding History

Grandeur Peak Global Advisors’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 		$5.35M Buy
39,863
+427
+1% +$63K 1.24% 18
2026
Q1 		$5.66M Sell
39,436
-1,925
-5% -$317K 1.33% 17
2025
Q4 		$7.2M Buy
41,361
+27,525
+199% +$5.05M 0.97% 24
2025
Q3 		$2.84M Buy
13,836
+747
+6% +$146K 0.38% 57
2025
Q2 		$2.36M Buy
13,089
+1,092
+9% +$183K 0.28% 67
2025
Q1 		$1.94M Buy
11,997
+647
+6% +$111K 0.21% 74
2024
Q4 		$1.97M Sell
11,350
-23,889
-68% -$4.21M 0.17% 88
2024
Q3 		$5.57M Sell
35,239
-24,556
-41% -$3.67M 0.46% 60
2024
Q2 		$8.06M Sell
59,795
-12,686
-18% -$1.66M 0.64% 47
2024
Q1 		$9.29M Sell
72,481
-12,649
-15% -$1.56M 0.74% 39
2023
Q4 		$10.2M Sell
85,130
-2,186
-3% -$237K 0.72% 30
2023
Q3 		$9.35M Sell
87,316
-114
-0.1% -$11.8K 0.7% 33
2023
Q2 		$8.6M Buy
87,430
+41,015
+88% +$3.71M 0.59% 38
2023
Q1 		$4.06M Buy
46,415
+39,300
+552% +$3.7M 0.25% 57
2022
Q4 		$620K Sell
7,115
-6,051
-46% -$544K 0.04% 94
2022
Q3 		$992K Sell
13,166
-7,917
-38% -$642K 0.06% 88
2022
Q2 		$1.66M Sell
21,083
-19,581
-48% -$1.64M 0.1% 75
2022
Q1 		$3.57M Sell
40,664
-2,649
-6% -$273K 0.17% 77
2021
Q4 		$4.48M Sell
43,313
-43,151
-50% -$4.61M 0.2% 70
2021
Q3 		$7.96M Sell
86,464
-40,872
-32% -$3.58M 0.38% 50
2021
Q2 		$10.4M Buy
127,336
+7,000
+6% +$507K 0.5% 37
2021
Q1 		$8M Buy
120,336
+8,400
+8% +$567K 0.44% 43
2020
Q4 		$7.53M Buy
111,936
+11,136
+11% +$722K 0.43% 42
2020
Q3 		$5.95M Buy
100,800
+3,275
+3% +$188K 0.4% 49
2020
Q2 		$5.43M Buy
97,525
+74,300
+320% +$4.33M 0.42% 45
2020
Q1 		$1.21M Buy
+23,225
New +$1.2M 0.13% 84

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

Grandeur Peak Global Advisors's HLI Position: Q2 2026 in Review

Grandeur Peak Global Advisors increased its Houlihan Lokey (HLI) stake by 1.1% in Q2 2026, buying an estimated $63K and bringing the position to 39,863 shares worth $5.35M. The position accounts for 1.24% of the portfolio, ranked #18.

Grandeur Peak Global Advisors first reported a position in HLI in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.4M in Q2 2021. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Grandeur Peak Global Advisors held 39,863 shares of Houlihan Lokey worth $5.35M as of Q2 2026.
  • Grandeur Peak Global Advisors bought 427 Houlihan Lokey shares in Q2 2026, an estimated $63K.
  • Houlihan Lokey made up 1.24% of Grandeur Peak Global Advisors's portfolio in Q2 2026, its #18 holding.
  • Grandeur Peak Global Advisors first reported a position in Houlihan Lokey in Q1 2020 and has held it in 26 quarters since.
  • Grandeur Peak Global Advisors's Houlihan Lokey position peaked at $10.4M in Q2 2021.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Grandeur Peak Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.