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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LECAP Asset Management's HLI Position: Q1 2026 in Review

LECAP Asset Management reduced its Houlihan Lokey (HLI) stake by 34% in Q1 2026, selling an estimated $223K and leaving 2,676 shares worth $384K. The position accounts for 0.14% of the portfolio, ranked #219.

LECAP Asset Management first reported a position in HLI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.7M in Q1 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • LECAP Asset Management held 2,676 shares of Houlihan Lokey worth $384K as of Q1 2026.
  • LECAP Asset Management sold 1,354 Houlihan Lokey shares in Q1 2026, an estimated $223K.
  • Houlihan Lokey made up 0.14% of LECAP Asset Management's portfolio in Q1 2026, its #219 holding.
  • LECAP Asset Management first reported a position in Houlihan Lokey in Q4 2024 and has held it in 5 quarters since.
  • LECAP Asset Management's Houlihan Lokey position peaked at $1.7M in Q1 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.