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Longboard Asset Management’s Houlihan Lokey HLI Stock Holding History

Longboard 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
2025
Q4 		– Sell
-1,458
Closed -$299K – 158
2025
Q3 		$299K Buy
+1,458
New +$286K 0.48% 19
2025
Q1 		– Sell
-1,198
Closed -$208K – 177
2024
Q4 		$208K Buy
+1,198
New +$211K 0.55% 123

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Longboard Asset Management's HLI Position: Q4 2025 in Review

Longboard Asset Management sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 1,458 shares — an estimated $299K sold.

Longboard Asset Management first reported a position in HLI in Q4 2024 and held it in 2 quarters. The position peaked at $299K in Q3 2025. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Longboard Asset Management reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 1,458 Houlihan Lokey shares in Q4 2025, an estimated $299K.
  • Longboard Asset Management first reported a position in Houlihan Lokey in Q4 2024 and held it in 2 quarters.
  • Longboard Asset Management's Houlihan Lokey position peaked at $299K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.