GW&K Investment Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46.9M | Sell |
349,700
-4,395
| -1% | -$648K | 0.37% | 97 |
|
|
2026
Q1 | $50.9M | Sell |
354,095
-2,160
| -0.6% | -$355K | 0.45% | 74 |
|
|
2025
Q4 | $62.1M | Buy |
356,255
+13,614
| +4% | +$2.5M | 0.54% | 51 |
|
|
2025
Q3 | $70.4M | Sell |
342,641
-44,103
| -11% | -$8.65M | 0.62% | 39 |
|
|
2025
Q2 | $69.6M | Sell |
386,744
-28,533
| -7% | -$4.79M | 0.62% | 40 |
|
|
2025
Q1 | $67.1M | Sell |
415,277
-10,850
| -3% | -$1.86M | 0.62% | 39 |
|
|
2024
Q4 | $74M | Sell |
426,127
-16,873
| -4% | -$2.97M | 0.63% | 42 |
|
|
2024
Q3 | $70M | Buy |
443,000
+6,994
| +2% | +$1.04M | 0.6% | 43 |
|
|
2024
Q2 | $58.8M | Buy |
436,006
+362
| +0.1% | +$47.4K | 0.54% | 58 |
|
|
2024
Q1 | $55.8M | Sell |
435,644
-50,350
| -10% | -$6.23M | 0.49% | 75 |
|
|
2023
Q4 | $58.3M | Sell |
485,994
-148,930
| -23% | -$16.1M | 0.54% | 59 |
|
|
2023
Q3 | $68M | Buy |
634,924
+2,839
| +0.4% | +$293K | 0.68% | 32 |
|
|
2023
Q2 | $62.1M | Sell |
632,085
-6,599
| -1% | -$597K | 0.59% | 48 |
|
|
2023
Q1 | $55.9M | Buy |
638,684
+1,472
| +0.2% | +$138K | 0.54% | 67 |
|
|
2022
Q4 | $55.5M | Sell |
637,212
-5,356
| -0.8% | -$481K | 0.56% | 60 |
|
|
2022
Q3 | $48.4M | Buy |
642,568
+38,231
| +6% | +$3.1M | 0.53% | 65 |
|
|
2022
Q2 | $47.7M | Buy |
604,337
+33,223
| +6% | +$2.78M | 0.51% | 70 |
|
|
2022
Q1 | $50.1M | Sell |
571,114
-3,162
| -0.6% | -$326K | 0.45% | 87 |
|
|
2021
Q4 | $59.4M | Sell |
574,276
-3,783
| -0.7% | -$404K | 0.5% | 74 |
|
|
2021
Q3 | $53.2M | Sell |
578,059
-88,063
| -13% | -$7.72M | 0.48% | 72 |
|
|
2021
Q2 | $54.5M | Buy |
666,122
+734
| +0.1% | +$53.1K | 0.47% | 72 |
|
|
2021
Q1 | $44.3M | Sell |
665,388
-983
| -0.1% | -$66.3K | 0.41% | 100 |
|
|
2020
Q4 | $44.8M | Buy |
666,371
+24,876
| +4% | +$1.61M | 0.47% | 67 |
|
|
2020
Q3 | $37.9M | Buy |
641,495
+2,640
| +0.4% | +$151K | 0.5% | 69 |
|
|
2020
Q2 | $35.5M | Sell |
638,855
-13,142
| -2% | -$766K | 0.5% | 60 |
|
|
2020
Q1 | $34M | Sell |
651,997
-30,149
| -4% | -$1.56M | 0.6% | 47 |
|
|
2019
Q4 | $33.3M | Buy |
682,146
+124,244
| +22% | +$5.86M | 0.45% | 84 |
|
|
2019
Q3 | $25.2M | Buy |
557,902
+467,916
| +520% | +$20.7M | 0.35% | 126 |
|
|
2019
Q2 | $4.01M | Sell |
89,986
-1,048
| -1% | -$49K | 0.06% | 261 |
|
|
2019
Q1 | $4.17M | Sell |
91,034
-13,895
| -13% | -$613K | 0.07% | 228 |
|
|
2018
Q4 | $3.86M | Sell |
104,929
-3,717
| -3% | -$152K | 0.08% | 210 |
|
|
2018
Q3 | $4.88M | Buy |
+108,646
| New | +$5.26M | 0.08% | 211 |
|
Other funds holding HLI
GW&K Investment Management's HLI Position: Q2 2026 in Review
GW&K Investment Management reduced its Houlihan Lokey (HLI) stake by 1.2% in Q2 2026, selling an estimated $648K and leaving 349,700 shares worth $46.9M. The position accounts for 0.37% of the portfolio, ranked #97.
GW&K Investment Management first reported a position in HLI in Q3 2018 and has held it in 32 quarters since. The position peaked at $74M in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.
- GW&K Investment Management held 349,700 shares of Houlihan Lokey worth $46.9M as of Q2 2026.
- GW&K Investment Management sold 4,395 Houlihan Lokey shares in Q2 2026, an estimated $648K.
- Houlihan Lokey made up 0.37% of GW&K Investment Management's portfolio in Q2 2026, its #97 holding.
- GW&K Investment Management first reported a position in Houlihan Lokey in Q3 2018 and has held it in 32 quarters since.
- GW&K Investment Management's Houlihan Lokey position peaked at $74M in Q4 2024.
- 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.
Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.