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 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 $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

Jacobs Levy Equity Management's HLI Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Houlihan Lokey (HLI) stake by 20% in Q1 2026, buying an estimated $862K and bringing the position to 31,621 shares worth $4.54M. The position accounts for 0.02% of the portfolio, ranked #435.

Jacobs Levy Equity Management first reported a position in HLI in Q1 2022 and has held it in 8 quarters since. The position peaked at $60.8M in Q2 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Jacobs Levy Equity Management held 31,621 shares of Houlihan Lokey worth $4.54M as of Q1 2026.
Jacobs Levy Equity Management bought 5,242 Houlihan Lokey shares in Q1 2026, an estimated $862K.
Houlihan Lokey made up 0.02% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #435 holding.
Jacobs Levy Equity Management first reported a position in Houlihan Lokey in Q1 2022 and has held it in 8 quarters since.
Jacobs Levy Equity Management's Houlihan Lokey position peaked at $60.8M in Q2 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.