Jeff Yass’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $415K | Sell |
3,091
-428
| -12% | -$63.2K | ﹤0.01% | 10336 |
|
|
2026
Q1 | $505K | Sell |
3,519
-8,702
| -71% | -$1.43M | ﹤0.01% | 9637 |
|
|
2025
Q4 | $2.13M | Buy |
+12,221
| New | +$2.24M | ﹤0.01% | 5533 |
|
|
2025
Q3 | – | Sell |
-8,213
| Closed | -$1.61M | – | 13022 |
|
|
2025
Q2 | $1.48M | Buy |
+8,213
| New | +$1.38M | ﹤0.01% | 6485 |
|
|
2024
Q3 | – | Sell |
-11,412
| Closed | -$1.7M | – | 12409 |
|
|
2024
Q2 | $1.54M | Buy |
+11,412
| New | +$1.49M | ﹤0.01% | 5617 |
|
|
2024
Q1 | – | Sell |
-8,299
| Closed | -$1.03M | – | 12645 |
|
|
2023
Q4 | $995K | Sell |
8,299
-108,229
| -93% | -$11.7M | ﹤0.01% | 7009 |
|
|
2023
Q3 | $12.5M | Sell |
116,528
-58,764
| -34% | -$6.06M | ﹤0.01% | 2278 |
|
|
2023
Q2 | $17.2M | Buy |
175,292
+135,994
| +346% | +$12.3M | ﹤0.01% | 1881 |
|
|
2023
Q1 | $3.44M | Buy |
39,298
+34,161
| +665% | +$3.21M | ﹤0.01% | 4046 |
|
|
2022
Q4 | $448K | Sell |
5,137
-10,322
| -67% | -$928K | ﹤0.01% | 8160 |
|
|
2022
Q3 | $1.17M | Buy |
15,459
+9,215
| +148% | +$747K | ﹤0.01% | 6242 |
|
|
2022
Q2 | $493K | Buy |
6,244
+901
| +17% | +$75.3K | ﹤0.01% | 8299 |
|
|
2022
Q1 | $469K | Sell |
5,343
-1,855
| -26% | -$191K | ﹤0.01% | 9161 |
|
|
2021
Q4 | $745K | Buy |
7,198
+3,997
| +125% | +$427K | ﹤0.01% | 8079 |
|
|
2021
Q3 | $295K | Sell |
3,201
-7,747
| -71% | -$679K | ﹤0.01% | 10636 |
|
|
2021
Q2 | $895K | Buy |
+10,948
| New | +$793K | ﹤0.01% | 8069 |
|
|
2021
Q1 | – | Sell |
-10,893
| Closed | -$735K | – | 12471 |
|
|
2020
Q4 | $732K | Buy |
10,893
+4,686
| +75% | +$304K | ﹤0.01% | 7417 |
|
|
2020
Q3 | $367K | Sell |
6,207
-6,096
| -50% | -$349K | ﹤0.01% | 8307 |
|
|
2020
Q2 | $685K | Buy |
12,303
+731
| +6% | +$42.6K | ﹤0.01% | 6696 |
|
|
2020
Q1 | $603K | Buy |
+11,572
| New | +$600K | ﹤0.01% | 6518 |
|
|
2019
Q4 | – | Sell |
-19,073
| Closed | -$900K | – | 10070 |
|
|
2019
Q3 | $860K | Buy |
19,073
+1,313
| +7% | +$58.1K | ﹤0.01% | 6026 |
|
|
2019
Q2 | $791K | Buy |
+17,760
| New | +$830K | ﹤0.01% | 6221 |
|
|
2019
Q1 | – | Sell |
-7,965
| Closed | -$351K | – | 9252 |
|
|
2018
Q4 | $293K | Buy |
+7,965
| New | +$325K | ﹤0.01% | 7042 |
|
|
2018
Q1 | – | Sell |
-5,567
| Closed | -$263K | – | 9663 |
|
|
2017
Q4 | $253K | Hold |
5,567
| – | – | ﹤0.01% | 7867 |
|
|
2017
Q3 | $218K | Sell |
5,567
-66,128
| -92% | -$2.42M | ﹤0.01% | 7884 |
|
|
2017
Q2 | $2.5M | Buy |
71,695
+53,748
| +299% | +$1.82M | ﹤0.01% | 3483 |
|
|
2017
Q1 | $618K | Sell |
17,947
-6,185
| -26% | -$197K | ﹤0.01% | 6105 |
|
|
2016
Q4 | $751K | Buy |
+24,132
| New | +$655K | ﹤0.01% | 6122 |
|
|
2015
Q4 | – | Sell |
-16,646
| Closed | -$363K | – | 9619 |
|
|
2015
Q3 | $363K | Buy |
+16,646
| New | +$365K | ﹤0.01% | 7706 |
|
Other funds holding HLI
Jeff Yass's HLI Position: Q2 2026 in Review
Jeff Yass reduced its Houlihan Lokey (HLI) stake by 12% in Q2 2026, selling an estimated $63.2K and leaving 3,091 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #10336.
Jeff Yass first reported a position in HLI in Q3 2015 and has held it in 29 quarters since. The position peaked at $17.2M in Q2 2023. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.
- Jeff Yass held 3,091 shares of Houlihan Lokey worth $415K as of Q2 2026.
- Jeff Yass sold 428 Houlihan Lokey shares in Q2 2026, an estimated $63.2K.
- Houlihan Lokey made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10336 holding.
- Jeff Yass first reported a position in Houlihan Lokey in Q3 2015 and has held it in 29 quarters since.
- Jeff Yass's Houlihan Lokey position peaked at $17.2M in Q2 2023.
- 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.