HFM
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Harvest Fund Management’s Houlihan Lokey HLI Stock Holding History

Harvest Fund 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
Q1 		$1K Hold
4
– – ﹤0.01% 515
2025
Q4 		$1K Sell
4
-101
-96% -$18.5K ﹤0.01% 578
2025
Q3 		$22K Hold
105
– – ﹤0.01% 495
2025
Q2 		$19K Sell
105
-416
-80% -$69.9K ﹤0.01% 487
2025
Q1 		$84K Sell
521
-2,947
-85% -$506K ﹤0.01% 461
2024
Q4 		$602K Buy
3,468
+3,087
+810% +$544K 0.03% 302
2024
Q3 		$60K Hold
381
– – ﹤0.01% 448
2024
Q2 		$51K Hold
381
– – ﹤0.01% 481
2024
Q1 		$49K Buy
+381
New +$47.1K ﹤0.01% 513
2022
Q3 		– Sell
-374
Closed -$30K – 819
2022
Q2 		$30K Hold
374
– – 0.01% 485
2022
Q1 		$32K Buy
+374
New +$38.5K 0.01% 517

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