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Jump Financial’s Houlihan Lokey HLI Stock Holding History

Jump Financial’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 		– Sell
-2,600
Closed -$373K – 2207
2026
Q1 		$373K Buy
+2,600
New +$428K 0.01% 1387
2025
Q4 		– Sell
-7,095
Closed -$1.46M – 2085
2025
Q3 		$1.46M Buy
7,095
+4,793
+208% +$940K 0.02% 848
2025
Q2 		$414K Sell
2,302
-23,895
-91% -$4.01M ﹤0.01% 1309
2025
Q1 		$4.23M Buy
26,197
+20,075
+328% +$3.45M 0.06% 374
2024
Q4 		$1.06M Buy
+6,122
New +$1.08M 0.02% 738
2023
Q2 		– Sell
-2,359
Closed -$206K – 1946
2023
Q1 		$206K Buy
+2,359
New +$222K 0.01% 1305
2021
Q3 		– Sell
-7,400
Closed -$605K – 1259
2021
Q2 		$605K Buy
+7,400
New +$536K 0.06% 410

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

Jump Financial's HLI Position: Q2 2026 in Review

Jump Financial sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 2,600 shares — an estimated $373K sold.

Jump Financial first reported a position in HLI in Q2 2021 and held it in 7 quarters. The position peaked at $4.23M in Q1 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Jump Financial reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Jump Financial sold 2,600 Houlihan Lokey shares in Q2 2026, an estimated $373K.
  • Jump Financial first reported a position in Houlihan Lokey in Q2 2021 and held it in 7 quarters.
  • Jump Financial's Houlihan Lokey position peaked at $4.23M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.