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Quantbot Technologies’s Houlihan Lokey HLI Stock Holding History

Quantbot Technologies’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 		$3.1M Buy
23,128
+13,313
+136% +$1.96M 0.12% 246
2026
Q1 		$1.41M Buy
+9,815
New +$1.61M 0.06% 481
2025
Q4 		– Sell
-2,921
Closed -$600K – 1893
2025
Q3 		$600K Sell
2,921
-9,420
-76% -$1.85M 0.02% 952
2025
Q2 		$2.22M Sell
12,341
-8,305
-40% -$1.4M 0.06% 495
2025
Q1 		$3.33M Buy
+20,646
New +$3.55M 0.11% 277
2024
Q3 		– Sell
-1,962
Closed -$265K – 1610
2024
Q2 		$265K Sell
1,962
-5,308
-73% -$695K 0.01% 903
2024
Q1 		$932K Buy
7,270
+6,267
+625% +$775K 0.05% 535
2023
Q4 		$120K Buy
+1,003
New +$109K 0.01% 1126
2021
Q2 		– Sell
-2,459
Closed -$163K – 1615
2021
Q1 		$163K Buy
+2,459
New +$166K 0.02% 765
2020
Q2 		– Sell
-1,831
Closed -$95K – 1251
2020
Q1 		$95K Buy
+1,831
New +$94.9K 0.06% 332
2018
Q4 		– Sell
-2,013
Closed -$90K – 1180
2018
Q3 		$90K Buy
+2,013
New +$97.5K 0.01% 904
2018
Q2 		– Sell
-1,262
Closed -$56K – 1325
2018
Q1 		$56K Sell
1,262
-1,190
-49% -$56.3K ﹤0.01% 952
2017
Q4 		$111K Buy
2,452
+352
+17% +$15.1K 0.01% 824
2017
Q3 		$82K Buy
+2,100
New +$76.7K 0.01% 883

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

Quantbot Technologies's HLI Position: Q2 2026 in Review

Quantbot Technologies increased its Houlihan Lokey (HLI) stake by 136% in Q2 2026, buying an estimated $1.96M and bringing the position to 23,128 shares worth $3.1M. The position accounts for 0.12% of the portfolio, ranked #246.

Quantbot Technologies first reported a position in HLI in Q3 2017 and has held it in 14 quarters since. The position peaked at $3.33M in Q1 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Quantbot Technologies held 23,128 shares of Houlihan Lokey worth $3.1M as of Q2 2026.
  • Quantbot Technologies bought 13,313 Houlihan Lokey shares in Q2 2026, an estimated $1.96M.
  • Houlihan Lokey made up 0.12% of Quantbot Technologies's portfolio in Q2 2026, its #246 holding.
  • Quantbot Technologies first reported a position in Houlihan Lokey in Q3 2017 and has held it in 14 quarters since.
  • Quantbot Technologies's Houlihan Lokey position peaked at $3.33M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.