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Interval Partners’s Houlihan Lokey HLI Stock Holding History

Interval 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
Q1 		– Sell
-10,600
Closed -$1.84M – 425
2024
Q4 		$1.84M Buy
+10,600
New +$1.87M 0.04% 277

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

Interval Partners's HLI Position: Q2 2026 in Review

Interval Partners reduced its Houlihan Lokey (HLI) stake by 60% in Q2 2026, selling an estimated $15.2M and leaving 67,227 shares worth $9.02M. The position accounts for 0.23% of the portfolio, ranked #128.

Interval Partners first reported a position in HLI in Q1 2019 and has held it in 10 quarters since. The position peaked at $24.4M in Q1 2026. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Interval Partners held 67,227 shares of Houlihan Lokey worth $9.02M as of Q2 2026.
  • Interval Partners sold 102,781 Houlihan Lokey shares in Q2 2026, an estimated $15.2M.
  • Houlihan Lokey made up 0.23% of Interval Partners's portfolio in Q2 2026, its #128 holding.
  • Interval Partners first reported a position in Houlihan Lokey in Q1 2019 and has held it in 10 quarters since.
  • Interval Partners's Houlihan Lokey position peaked at $24.4M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.