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Pier Capital’s Houlihan Lokey HLI Stock Holding History

Pier Capital’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 		$8.06M Buy
56,145
+12,145
+28% +$2M 1.33% 19
2025
Q4 		$7.66M Buy
44,000
+16,894
+62% +$3.1M 1.22% 30
2025
Q3 		$5.57M Sell
27,106
-708
-3% -$139K 0.87% 57
2025
Q2 		$5.01M Sell
27,814
-32,749
-54% -$5.5M 0.76% 68
2025
Q1 		$9.78M Buy
60,563
+28,670
+90% +$4.92M 1.64% 8
2024
Q4 		$5.54M Sell
31,893
-35,197
-52% -$6.2M 0.79% 76
2024
Q3 		$10.6M Buy
67,090
+350
+0.5% +$52.3K 1.49% 5
2024
Q2 		$9M Sell
66,740
-7,360
-10% -$963K 1.34% 16
2024
Q1 		$9.5M Sell
74,100
-21,376
-22% -$2.64M 1.31% 23
2023
Q4 		$11.4M Sell
95,476
-936
-1% -$101K 1.64% 8
2023
Q3 		$10.3M Sell
96,412
-1,275
-1% -$131K 1.66% 9
2023
Q2 		$9.6M Buy
97,687
+2,315
+2% +$209K 1.38% 19
2023
Q1 		$8.34M Sell
95,372
-16,045
-14% -$1.51M 1.27% 21
2022
Q4 		$9.71M Sell
111,417
-1,013
-0.9% -$91.1K 1.59% 8
2022
Q3 		$8.47M Buy
112,430
+2,416
+2% +$196K 1.46% 15
2022
Q2 		$8.68M Buy
110,014
+390
+0.4% +$32.6K 1.48% 14
2022
Q1 		$9.63M Sell
109,624
-1,155
-1% -$119K 1.23% 29
2021
Q4 		$11.5M Sell
110,779
-49,432
-31% -$5.28M 1.21% 32
2021
Q3 		$14.8M Sell
160,211
-3,327
-2% -$292K 1.53% 3
2021
Q2 		$13.4M Sell
163,538
-22,302
-12% -$1.61M 1.34% 7
2021
Q1 		$12.4M Buy
185,840
+50,568
+37% +$3.41M 1.17% 30
2020
Q4 		$9.09M Buy
135,272
+4,446
+3% +$288K 0.96% 65
2020
Q3 		$7.72M Buy
130,826
+11,310
+9% +$648K 1.13% 32
2020
Q2 		$6.65M Sell
119,516
-40,324
-25% -$2.35M 1.06% 48
2020
Q1 		$8.33M Sell
159,840
-11,911
-7% -$617K 1.84% 1
2019
Q4 		$8.39M Sell
171,751
-5,484
-3% -$259K 1.37% 12
2019
Q3 		$7.99M Buy
177,235
+3,791
+2% +$168K 1.35% 17
2019
Q2 		$7.72M Sell
173,444
-12,327
-7% -$576K 1.19% 26
2019
Q1 		$8.52M Buy
+185,771
New +$8.2M 1.32% 12

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

Pier Capital's HLI Position: Q1 2026 in Review

Pier Capital increased its Houlihan Lokey (HLI) stake by 28% in Q1 2026, buying an estimated $2M and bringing the position to 56,145 shares worth $8.06M. The position accounts for 1.33% of the portfolio, ranked #19.

Pier Capital first reported a position in HLI in Q1 2019 and has held it in 29 quarters since. The position peaked at $14.8M in Q3 2021. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Pier Capital held 56,145 shares of Houlihan Lokey worth $8.06M as of Q1 2026.
  • Pier Capital bought 12,145 Houlihan Lokey shares in Q1 2026, an estimated $2M.
  • Houlihan Lokey made up 1.33% of Pier Capital's portfolio in Q1 2026, its #19 holding.
  • Pier Capital first reported a position in Houlihan Lokey in Q1 2019 and has held it in 29 quarters since.
  • Pier Capital's Houlihan Lokey position peaked at $14.8M in Q3 2021.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

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