J2 Capital Management’s Houlihan Lokey HLI Stock Holding History

J2 Capital Management’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	$472K	Sell	3,522 -1,045	-23%	-$154K	0.32%	79
2026 Q1	$656K	Buy	4,567 +1,441	+46%	+$237K	0.45%	53
2025 Q4	$545K	Buy	3,126 +988	+46%	+$181K	0.4%	63
2025 Q3	$439K	Sell	2,138 -177	-8%	-$34.7K	0.33%	81
2025 Q2	$417K	Buy	2,315 +630	+37%	+$106K	0.33%	78
2025 Q1	$272K	Sell	1,685 -244	-13%	-$41.9K	0.25%	84
2024 Q4	$335K	Buy	+1,929	New	+$340K	0.31%	82
2023 Q3	$342K	Sell	3,189 -39	-1%	-$4.02K	0.43%	66
2023 Q2	$317K	Sell	3,228 -738	-19%	-$66.8K	0.38%	74
2023 Q1	$347K	Buy	3,966 +1,227	+45%	+$115K	0.54%	52
2022 Q4	$239K	Buy	+2,739	New	+$246K	0.41%	72
2022 Q3	–	Sell	-2,547	Closed	-$201K	–	84
2022 Q2	$201K	Buy	+2,547	New	+$213K	0.31%	86

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

J2 Capital Management's HLI Position: Q2 2026 in Review

J2 Capital Management reduced its Houlihan Lokey (HLI) stake by 23% in Q2 2026, selling an estimated $154K and leaving 3,522 shares worth $472K. The position accounts for 0.32% of the portfolio, ranked #79.

J2 Capital Management first reported a position in HLI in Q2 2022 and has held it in 12 quarters since. The position peaked at $656K in Q1 2026. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

J2 Capital Management held 3,522 shares of Houlihan Lokey worth $472K as of Q2 2026.
J2 Capital Management sold 1,045 Houlihan Lokey shares in Q2 2026, an estimated $154K.
Houlihan Lokey made up 0.32% of J2 Capital Management's portfolio in Q2 2026, its #79 holding.
J2 Capital Management first reported a position in Houlihan Lokey in Q2 2022 and has held it in 12 quarters since.
J2 Capital Management's Houlihan Lokey position peaked at $656K in Q1 2026.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.