Jacobs Levy Equity Management’s Houlihan Lokey HLI Stock Holding History

Jacobs Levy Equity 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	$850K	Sell	6,335 -25,286	-80%	-$3.73M	﹤0.01%	736
2026 Q1	$4.54M	Buy	31,621 +5,242	+20%	+$862K	0.02%	435
2025 Q4	$4.59M	Buy	26,379 +7,642	+41%	+$1.4M	0.02%	424
2025 Q3	$3.85M	Sell	18,737 -319,366	-94%	-$62.6M	0.02%	474
2025 Q2	$60.8M	Buy	338,103 +98,581	+41%	+$16.6M	0.24%	100
2025 Q1	$38.7M	Buy	239,522 +220,632	+1,168%	+$37.9M	0.15%	148
2024 Q4	$3.28M	Buy	+18,890	New	+$3.33M	0.01%	507
2022 Q3	–	Sell	-592,963	Closed	-$46.8M	–	1076
2022 Q2	$46.8M	Buy	592,963 +441,202	+291%	+$36.9M	0.36%	65
2022 Q1	$13.3M	Buy	+151,761	New	+$15.6M	0.09%	243

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

Jacobs Levy Equity Management's HLI Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Houlihan Lokey (HLI) stake by 80% in Q2 2026, selling an estimated $3.73M and leaving 6,335 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Jacobs Levy Equity Management first reported a position in HLI in Q1 2022 and has held it in 9 quarters since. The position peaked at $60.8M in Q2 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Jacobs Levy Equity Management held 6,335 shares of Houlihan Lokey worth $850K as of Q2 2026.
Jacobs Levy Equity Management sold 25,286 Houlihan Lokey shares in Q2 2026, an estimated $3.73M.
Houlihan Lokey made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #736 holding.
Jacobs Levy Equity Management first reported a position in Houlihan Lokey in Q1 2022 and has held it in 9 quarters since.
Jacobs Levy Equity Management's Houlihan Lokey position peaked at $60.8M in Q2 2025.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.