PineBridge Investments’s Houlihan Lokey HLI Stock Holding History

PineBridge Investments’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	–	Sell	-5,308	Closed	-$925K	–	524
2025 Q4	$925K	Sell	5,308 -14,000	-73%	-$2.57M	0.01%	424
2025 Q3	$3.96M	Buy	19,308 +6,275	+48%	+$1.23M	0.03%	304
2025 Q2	$2.35M	Sell	13,033 -5,001	-28%	-$840K	0.02%	409
2025 Q1	$2.91M	Buy	18,034 +14,769	+452%	+$2.54M	0.02%	384
2024 Q4	$567K	Buy	+3,265	New	+$575K	﹤0.01%	668
2023 Q3	–	Sell	-533	Closed	-$52.4K	–	828
2023 Q2	$52.4K	Buy	+533	New	+$48.2K	﹤0.01%	639

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

PineBridge Investments's HLI Position: Q1 2026 in Review

PineBridge Investments sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 5,308 shares — an estimated $925K sold.

PineBridge Investments first reported a position in HLI in Q2 2023 and held it in 6 quarters. The position peaked at $3.96M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

PineBridge Investments reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
PineBridge Investments sold 5,308 Houlihan Lokey shares in Q1 2026, an estimated $925K.
PineBridge Investments first reported a position in Houlihan Lokey in Q2 2023 and held it in 6 quarters.
PineBridge Investments's Houlihan Lokey position peaked at $3.96M in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

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