Natixis’s Houlihan Lokey HLI Stock Holding History

Natixis’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	$1.54M	Buy	10,756 +3,783	+54%	+$622K	0.01%	623
2025 Q4	$1.21M	Sell	6,973 -55,687	-89%	-$10.2M	﹤0.01%	694
2025 Q3	$12.9M	Buy	+62,660	New	+$12.3M	0.06%	257
2025 Q2	–	Sell	-11,085	Closed	-$1.77M	–	1094
2025 Q1	$1.77M	Buy	+11,085	New	+$1.9M	0.01%	456
2023 Q3	–	Sell	-8,700	Closed	-$855K	–	1054
2023 Q2	$855K	Buy	+8,700	New	+$787K	0.01%	574
2022 Q1	–	Sell	-7,671	Closed	-$794K	–	1227
2021 Q4	$794K	Sell	7,671 -400	-5%	-$42.7K	﹤0.01%	961
2021 Q3	$743K	Buy	+8,071	New	+$707K	﹤0.01%	944

Other funds holding HLI

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Natixis's HLI Position: Q1 2026 in Review

Natixis increased its Houlihan Lokey (HLI) stake by 54% in Q1 2026, buying an estimated $622K and bringing the position to 10,756 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #623.

Natixis first reported a position in HLI in Q3 2021 and has held it in 7 quarters since. The position peaked at $12.9M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Natixis held 10,756 shares of Houlihan Lokey worth $1.54M as of Q1 2026.
Natixis bought 3,783 Houlihan Lokey shares in Q1 2026, an estimated $622K.
Houlihan Lokey made up 0.01% of Natixis's portfolio in Q1 2026, its #623 holding.
Natixis first reported a position in Houlihan Lokey in Q3 2021 and has held it in 7 quarters since.
Natixis's Houlihan Lokey position peaked at $12.9M in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.