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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J2 Capital Management's HLI Position: Q1 2026 in Review

J2 Capital Management increased its Houlihan Lokey (HLI) stake by 46% in Q1 2026, buying an estimated $237K and bringing the position to 4,567 shares worth $656K. The position accounts for 0.45% of the portfolio, ranked #53.

J2 Capital Management first reported a position in HLI in Q2 2022 and has held it in 11 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

J2 Capital Management held 4,567 shares of Houlihan Lokey worth $656K as of Q1 2026.
J2 Capital Management bought 1,441 Houlihan Lokey shares in Q1 2026, an estimated $237K.
Houlihan Lokey made up 0.45% of J2 Capital Management's portfolio in Q1 2026, its #53 holding.
J2 Capital Management first reported a position in Houlihan Lokey in Q2 2022 and has held it in 11 quarters since.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on J2 Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.