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InceptionR’s Houlihan Lokey HLI Stock Holding History

InceptionR’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 		– Sell
-2,778
Closed -$399K – 759
2026
Q1 		$399K Buy
+2,778
New +$457K 0.1% 388
2024
Q4 		– Sell
-2,018
Closed -$319K – 727
2024
Q3 		$319K Buy
+2,018
New +$301K 0.08% 436
2023
Q3 		– Sell
-10,553
Closed -$1.04M – 468
2023
Q2 		$1.04M Sell
10,553
-8,601
-45% -$778K 0.55% 20
2023
Q1 		$1.68M Buy
+19,154
New +$1.8M 0.54% 33

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

InceptionR's HLI Position: Q2 2026 in Review

InceptionR sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 2,778 shares — an estimated $399K sold.

InceptionR first reported a position in HLI in Q1 2023 and held it in 4 quarters. The position peaked at $1.68M in Q1 2023. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • InceptionR reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 2,778 Houlihan Lokey shares in Q2 2026, an estimated $399K.
  • InceptionR first reported a position in Houlihan Lokey in Q1 2023 and held it in 4 quarters.
  • InceptionR's Houlihan Lokey position peaked at $1.68M in Q1 2023.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.