Inspire Investing’s Houlihan Lokey HLI Stock Holding History

Inspire Investing’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	$473K	Buy	+3,528	New	+$521K	0.02%	953
2025 Q3	–	Sell	-4,884	Closed	-$879K	–	898
2025 Q2	$879K	Buy	+4,884	New	+$821K	0.1%	218
2022 Q3	–	Sell	-2,693	Closed	-$213K	–	795
2022 Q2	$213K	Sell	2,693 -3	-0.1%	-$251	0.03%	417
2022 Q1	$237K	Buy	2,696 +282	+12%	+$29K	0.03%	421
2021 Q4	$250K	Sell	2,414 -28	-1%	-$2.99K	0.03%	450
2021 Q3	$225K	Buy	+2,442	New	+$214K	0.03%	702
2020 Q4	–	Sell	-5,940	Closed	-$351K	–	651
2020 Q3	$351K	Buy	5,940 +1,859	+46%	+$107K	0.1%	216
2020 Q2	$227K	Sell	4,081 -601	-13%	-$35K	0.08%	361
2020 Q1	$244K	Buy	+4,682	New	+$243K	0.1%	290
2018 Q1	–	Sell	-1,237	Closed	-$56K	–	409
2017 Q4	$56K	Buy	+1,237	New	+$52.9K	0.05%	548

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Inspire Investing's HLI Position: Q2 2026 in Review

Inspire Investing opened a new position in Houlihan Lokey (HLI) in Q2 2026: 3,528 shares worth $473K. The stake represents 0.02% of the portfolio and ranks #953 among its holdings. This is a return to the name: Inspire Investing previously reported a position in HLI as recently as Q2 2025.

Inspire Investing first reported a position in HLI in Q4 2017 and has held it in 10 quarters since. The position peaked at $879K in Q2 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Inspire Investing held 3,528 shares of Houlihan Lokey worth $473K as of Q2 2026.
Houlihan Lokey was a new Inspire Investing position in Q2 2026.
Houlihan Lokey made up 0.02% of Inspire Investing's portfolio in Q2 2026, its #953 holding.
Inspire Investing first reported a position in Houlihan Lokey in Q4 2017 and has held it in 10 quarters since.
Inspire Investing's Houlihan Lokey position peaked at $879K in Q2 2025.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.