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Hexagon Capital Partners’s Houlihan Lokey HLI Stock Holding History

Hexagon Capital Partners’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
2025
Q2 		– Sell
-10
Closed -$1.61K – 788
2025
Q1 		$1.61K Buy
10
+1
+11% +$172 ﹤0.01% 1452
2024
Q4 		$1.56K Hold
9
– – ﹤0.01% 1472
2024
Q3 		$1.42K Buy
+9
New +$1.34K ﹤0.01% 1287

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Hexagon Capital Partners's HLI Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 10 shares — an estimated $1.61K sold.

Hexagon Capital Partners first reported a position in HLI in Q3 2024 and held it in 3 quarters. The position peaked at $1.61K in Q1 2025. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 10 Houlihan Lokey shares in Q2 2025, an estimated $1.61K.
  • Hexagon Capital Partners first reported a position in Houlihan Lokey in Q3 2024 and held it in 3 quarters.
  • Hexagon Capital Partners's Houlihan Lokey position peaked at $1.61K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.