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Profund Advisors’s Houlihan Lokey HLI Stock Holding History

Profund Advisors’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
-1,165
Closed -$203K – 1178
2025
Q4 		$203K Sell
1,165
-105
-8% -$19.3K 0.01% 1160
2025
Q3 		$261K Buy
1,270
+24
+2% +$4.71K 0.01% 826
2025
Q2 		$224K Sell
1,246
-75
-6% -$12.6K 0.01% 838
2025
Q1 		$213K Sell
1,321
-6
-0.5% -$1.03K 0.01% 875
2024
Q4 		$230K Sell
1,327
-204
-13% -$35.9K 0.01% 929
2024
Q3 		$242K Buy
1,531
+12
+0.8% +$1.79K 0.01% 943
2024
Q2 		$205K Sell
1,519
-544
-26% -$71.2K 0.01% 973
2024
Q1 		$264K Buy
2,063
+389
+23% +$48.1K 0.01% 919
2023
Q4 		$201K Buy
+1,674
New +$181K 0.01% 1053
2022
Q1 		– Sell
-2,083
Closed -$216K – 1375
2021
Q4 		$216K Buy
+2,083
New +$222K 0.01% 1243

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Profund Advisors's HLI Position: Q1 2026 in Review

Profund Advisors sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,165 shares — an estimated $203K sold.

Profund Advisors first reported a position in HLI in Q4 2021 and held it in 10 quarters. The position peaked at $264K in Q1 2024. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Profund Advisors reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Profund Advisors sold 1,165 Houlihan Lokey shares in Q1 2026, an estimated $203K.
  • Profund Advisors first reported a position in Houlihan Lokey in Q4 2021 and held it in 10 quarters.
  • Profund Advisors's Houlihan Lokey position peaked at $264K in Q1 2024.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Profund Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.