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Nebula Research & Development’s Houlihan Lokey HLI Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-9,273
Closed -$1.67M – 395
2025
Q2 		$1.67M Buy
9,273
+5,001
+117% +$840K 0.14% 236
2025
Q1 		$690K Buy
4,272
+2,816
+193% +$484K 0.06% 500
2024
Q4 		$253K Buy
+1,456
New +$256K 0.03% 751
2024
Q2 		– Sell
-4,536
Closed -$581K – 901
2024
Q1 		$581K Buy
+4,536
New +$561K 0.13% 308
2023
Q2 		– Sell
-3,666
Closed -$321K – 386
2023
Q1 		$321K Buy
+3,666
New +$345K 0.57% 42

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Nebula Research & Development's HLI Position: Q3 2025 in Review

Nebula Research & Development sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 9,273 shares — an estimated $1.67M sold.

Nebula Research & Development first reported a position in HLI in Q1 2023 and held it in 5 quarters. The position peaked at $1.67M in Q2 2025. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Nebula Research & Development reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 9,273 Houlihan Lokey shares in Q3 2025, an estimated $1.67M.
  • Nebula Research & Development first reported a position in Houlihan Lokey in Q1 2023 and held it in 5 quarters.
  • Nebula Research & Development's Houlihan Lokey position peaked at $1.67M in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.