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Jain Global’s Houlihan Lokey HLI Stock Holding History

Jain Global’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 		$9.58M Sell
71,415
-19,168
-21% -$2.83M 0.04% 382
2026
Q1 		$13M Buy
90,583
+14,130
+18% +$2.32M 0.05% 290
2025
Q4 		$13.3M Buy
+76,453
New +$14M 0.06% 283

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

Jain Global's HLI Position: Q2 2026 in Review

Jain Global reduced its Houlihan Lokey (HLI) stake by 21% in Q2 2026, selling an estimated $2.83M and leaving 71,415 shares worth $9.58M. The position accounts for 0.04% of the portfolio, ranked #382.

Jain Global first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.3M in Q4 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Jain Global held 71,415 shares of Houlihan Lokey worth $9.58M as of Q2 2026.
  • Jain Global sold 19,168 Houlihan Lokey shares in Q2 2026, an estimated $2.83M.
  • Houlihan Lokey made up 0.04% of Jain Global's portfolio in Q2 2026, its #382 holding.
  • Jain Global first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • Jain Global's Houlihan Lokey position peaked at $13.3M in Q4 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.