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Prana Capital Management’s Houlihan Lokey HLI Stock Holding History

Prana 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
2026
Q2 		$9.64M Buy
+71,882
New +$10.6M 0.29% 61
2025
Q4 		– Sell
-61,549
Closed -$12.6M – 129
2025
Q3 		$12.6M Buy
61,549
+52,720
+597% +$10.3M 0.42% 51
2025
Q2 		$1.59M Sell
8,829
-25,502
-74% -$4.28M 0.06% 87
2025
Q1 		$5.54M Buy
34,331
+15,354
+81% +$2.64M 0.22% 62
2024
Q4 		$3.3M Buy
+18,977
New +$3.34M 0.16% 75
2023
Q4 		– Sell
-1,933
Closed -$207K – 96
2023
Q3 		$207K Buy
+1,933
New +$199K 0.01% 89
2023
Q2 		– Sell
-14,841
Closed -$1.3M – 95
2023
Q1 		$1.3M Sell
14,841
-17,552
-54% -$1.65M 0.11% 70
2022
Q4 		$2.82M Buy
32,393
+26,476
+447% +$2.38M 0.22% 62
2022
Q3 		$446K Sell
5,917
-5,691
-49% -$461K 0.03% 79
2022
Q2 		$916K Buy
+11,608
New +$971K 0.07% 76

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prana Capital Management's HLI Position: Q2 2026 in Review

Prana Capital Management opened a new position in Houlihan Lokey (HLI) in Q2 2026: 71,882 shares worth $9.64M. The stake represents 0.29% of the portfolio and ranks #61 among its holdings. This is a return to the name: Prana Capital Management previously reported a position in HLI as recently as Q3 2025.

Prana Capital Management first reported a position in HLI in Q2 2022 and has held it in 10 quarters since. The position peaked at $12.6M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Prana Capital Management held 71,882 shares of Houlihan Lokey worth $9.64M as of Q2 2026.
  • Houlihan Lokey was a new Prana Capital Management position in Q2 2026.
  • Houlihan Lokey made up 0.29% of Prana Capital Management's portfolio in Q2 2026, its #61 holding.
  • Prana Capital Management first reported a position in Houlihan Lokey in Q2 2022 and has held it in 10 quarters since.
  • Prana Capital Management's Houlihan Lokey position peaked at $12.6M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.