PineStone Asset Management’s Houlihan Lokey HLI Stock Holding History

PineStone Asset Management’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	$1.18M	Sell	8,794 -4,500	-34%	-$664K	0.01%	32
2026 Q1	$1.91M	Sell	13,294 -61,201	-82%	-$10.1M	0.01%	31
2025 Q4	$13M	Hold	74,495	–	–	0.08%	31
2025 Q3	$15.3M	Hold	74,495	–	–	0.1%	31
2025 Q2	$13.4M	Buy	74,495 +5,100	+7%	+$857K	0.09%	32
2025 Q1	$11.2M	Buy	69,395 +8,400	+14%	+$1.44M	0.08%	35
2024 Q4	$10.6M	Sell	60,995 -14,200	-19%	-$2.5M	0.1%	39
2024 Q3	$11.9M	Hold	75,195	–	–	0.11%	40
2024 Q2	$10.1M	Buy	+75,195	New	+$9.84M	0.11%	39

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PineStone Asset Management's HLI Position: Q2 2026 in Review

PineStone Asset Management reduced its Houlihan Lokey (HLI) stake by 34% in Q2 2026, selling an estimated $664K and leaving 8,794 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #32.

PineStone Asset Management first reported a position in HLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.3M in Q3 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

PineStone Asset Management held 8,794 shares of Houlihan Lokey worth $1.18M as of Q2 2026.
PineStone Asset Management sold 4,500 Houlihan Lokey shares in Q2 2026, an estimated $664K.
Houlihan Lokey made up 0.01% of PineStone Asset Management's portfolio in Q2 2026, its #32 holding.
PineStone Asset Management first reported a position in Houlihan Lokey in Q2 2024 and has held it in 9 quarters since.
PineStone Asset Management's Houlihan Lokey position peaked at $15.3M in Q3 2025.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on PineStone Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.