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Index Technologies Group’s Houlihan Lokey HLI Stock Holding History

Index Technologies Group’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 		$261K Sell
1,944
-86
-4% -$12.7K 0.21% 128
2026
Q1 		$292K Buy
2,030
+132
+7% +$21.7K 0.32% 104
2025
Q4 		$331K Buy
+1,898
New +$348K 0.35% 100

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 $3.38T AUM 44.17% 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

Index Technologies Group's HLI Position: Q2 2026 in Review

Index Technologies Group reduced its Houlihan Lokey (HLI) stake by 4.2% in Q2 2026, selling an estimated $12.7K and leaving 1,944 shares worth $261K. The position accounts for 0.21% of the portfolio, ranked #128.

Index Technologies Group first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $331K in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Index Technologies Group held 1,944 shares of Houlihan Lokey worth $261K as of Q2 2026.
  • Index Technologies Group sold 86 Houlihan Lokey shares in Q2 2026, an estimated $12.7K.
  • Houlihan Lokey made up 0.21% of Index Technologies Group's portfolio in Q2 2026, its #128 holding.
  • Index Technologies Group first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • Index Technologies Group's Houlihan Lokey position peaked at $331K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Index Technologies Group's 13F filing for Q2 2026, filed 14 Aug 2026.