Polen Capital Management
HLI icon

Polen Capital Management’s Houlihan Lokey HLI Stock Holding History

Polen Capital 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
2025
Q3 		– Sell
-2,555
Closed -$460K – 255
2025
Q2 		$460K Sell
2,555
-29,740
-92% -$5M ﹤0.01% 199
2025
Q1 		$5.22M Sell
32,295
-3,704
-10% -$636K 0.02% 57
2024
Q4 		$6.25M Sell
35,999
-32,312
-47% -$5.69M 0.02% 60
2024
Q3 		$10.8M Sell
68,311
-14,065
-17% -$2.1M 0.03% 41
2024
Q2 		$11.1M Sell
82,376
-7,646
-8% -$1M 0.03% 38
2024
Q1 		$11.5M Sell
90,022
-37,276
-29% -$4.61M 0.03% 46
2023
Q4 		$67.9M Sell
127,298
-1,669
-1% -$181K 0.16% 35
2023
Q3 		$13.8M Sell
128,967
-1,925
-1% -$198K 0.04% 46
2023
Q2 		$12.9M Sell
130,892
-6,689
-5% -$605K 0.03% 46
2023
Q1 		$12M Sell
137,581
-3,682
-3% -$346K 0.03% 44
2022
Q4 		$12.3M Sell
141,263
-18,833
-12% -$1.69M 0.04% 41
2022
Q3 		$12.1M Buy
160,096
+14,041
+10% +$1.14M 0.03% 42
2022
Q2 		$11.5M Sell
146,055
-28,562
-16% -$2.39M 0.03% 41
2022
Q1 		$15.3M Sell
174,617
-7,524
-4% -$775K 0.03% 48
2021
Q4 		$18.9M Buy
182,141
+36,745
+25% +$3.92M 0.03% 49
2021
Q3 		$13.4M Buy
145,396
+10,714
+8% +$939K 0.02% 50
2021
Q2 		$11M Buy
134,682
+8,401
+7% +$608K 0.02% 54
2021
Q1 		$8.4M Buy
126,281
+21,946
+21% +$1.48M 0.02% 52
2020
Q4 		$7.01M Buy
104,335
+25,390
+32% +$1.65M 0.02% 53
2020
Q3 		$4.66M Buy
78,945
+34,244
+77% +$1.96M 0.01% 52
2020
Q2 		$2.49M Buy
+44,701
New +$2.6M 0.01% 57

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $66.6B AUM 7.35% 1-Year Est. Return

Polen Capital Management's HLI Position: Q3 2025 in Review

Polen Capital Management sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 2,555 shares — an estimated $460K sold.

Polen Capital Management first reported a position in HLI in Q2 2020 and held it in 21 quarters. The position peaked at $67.9M in Q4 2023. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Polen Capital Management reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 2,555 Houlihan Lokey shares in Q3 2025, an estimated $460K.
  • Polen Capital Management first reported a position in Houlihan Lokey in Q2 2020 and held it in 21 quarters.
  • Polen Capital Management's Houlihan Lokey position peaked at $67.9M in Q4 2023.
  • 552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.