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Parallel Advisors’s Houlihan Lokey HLI Stock Holding History

Parallel Advisors’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 		$135K Buy
1,006
+128
+15% +$18.9K ﹤0.01% 1508
2026
Q1 		$126K Sell
878
-117
-12% -$19.2K ﹤0.01% 1446
2025
Q4 		$173K Buy
995
+10
+1% +$1.84K ﹤0.01% 1162
2025
Q3 		$202K Buy
985
+192
+24% +$37.6K ﹤0.01% 1053
2025
Q2 		$143K Sell
793
-26
-3% -$4.37K ﹤0.01% 1178
2025
Q1 		$132K Buy
819
+102
+14% +$17.5K ﹤0.01% 1149
2024
Q4 		$125K Buy
717
+46
+7% +$8.1K ﹤0.01% 1156
2024
Q3 		$106K Buy
671
+121
+22% +$18.1K ﹤0.01% 1220
2024
Q2 		$74.2K Buy
550
+10
+2% +$1.31K ﹤0.01% 1323
2024
Q1 		$69.2K Buy
540
+4
+0.7% +$495 ﹤0.01% 1340
2023
Q4 		$64.3K Buy
536
+5
+0.9% +$542 ﹤0.01% 1319
2023
Q3 		$56.9K Sell
531
-43
-7% -$4.43K ﹤0.01% 1327
2023
Q2 		$56.4K Buy
574
+8
+1% +$724 ﹤0.01% 1344
2023
Q1 		$49.5K Sell
566
-1
-0.2% -$94 ﹤0.01% 1371
2022
Q4 		$49.4K Buy
567
+56
+11% +$5.03K ﹤0.01% 1281
2022
Q3 		$39K Buy
511
+9
+2% +$729 ﹤0.01% 1367
2022
Q2 		$40K Sell
502
-131
-21% -$11K ﹤0.01% 1359
2022
Q1 		$57K Sell
633
-113
-15% -$11.6K ﹤0.01% 1227
2021
Q4 		$77K Buy
746
+54
+8% +$5.77K ﹤0.01% 1115
2021
Q3 		$64K Buy
692
+190
+38% +$16.7K ﹤0.01% 1177
2021
Q2 		$41K Buy
502
+43
+9% +$3.11K ﹤0.01% 1340
2021
Q1 		$31K Sell
459
-19
-4% -$1.28K ﹤0.01% 1393
2020
Q4 		$32K Buy
478
+166
+53% +$10.8K ﹤0.01% 1285
2020
Q3 		$18K Buy
312
+140
+81% +$8.02K ﹤0.01% 1493
2020
Q2 		$9K Buy
172
+112
+187% +$6.53K ﹤0.01% 1755
2020
Q1 		$3K Buy
+60
New +$3.11K ﹤0.01% 2028
2017
Q3 		– Sell
-5
Closed – – 2143
2017
Q2 		$0 Buy
+5
New +$170 ﹤0.01% 2142

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Parallel Advisors's HLI Position: Q2 2026 in Review

Parallel Advisors increased its Houlihan Lokey (HLI) stake by 15% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,006 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Parallel Advisors first reported a position in HLI in Q2 2017 and has held it in 27 quarters since. The position peaked at $202K in Q3 2025. 239 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Parallel Advisors held 1,006 shares of Houlihan Lokey worth $135K as of Q2 2026.
  • Parallel Advisors bought 128 Houlihan Lokey shares in Q2 2026, an estimated $18.9K.
  • Houlihan Lokey made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1508 holding.
  • Parallel Advisors first reported a position in Houlihan Lokey in Q2 2017 and has held it in 27 quarters since.
  • Parallel Advisors's Houlihan Lokey position peaked at $202K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.