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LECAP Asset Management’s Houlihan Lokey HLI Stock Holding History

LECAP Asset 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 		– Sell
-2,676
Closed -$384K – 319
2026
Q1 		$384K Sell
2,676
-1,354
-34% -$223K 0.14% 219
2025
Q4 		$702K Buy
+4,030
New +$740K 0.28% 141
2025
Q3 		– Sell
-2,145
Closed -$386K – 336
2025
Q2 		$386K Sell
2,145
-8,385
-80% -$1.41M 0.14% 239
2025
Q1 		$1.7M Buy
10,530
+4,337
+70% +$745K 0.4% 110
2024
Q4 		$1.08M Buy
+6,193
New +$1.09M 0.29% 141

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

LECAP Asset Management's HLI Position: Q2 2026 in Review

LECAP Asset Management sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 2,676 shares — an estimated $384K sold.

LECAP Asset Management first reported a position in HLI in Q4 2024 and held it in 5 quarters. The position peaked at $1.7M in Q1 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • LECAP Asset Management reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 2,676 Houlihan Lokey shares in Q2 2026, an estimated $384K.
  • LECAP Asset Management first reported a position in Houlihan Lokey in Q4 2024 and held it in 5 quarters.
  • LECAP Asset Management's Houlihan Lokey position peaked at $1.7M in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.