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R Squared’s Houlihan Lokey HLI Stock Holding History

R Squared’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
-1,220
Closed -$220K – 620
2025
Q2 		$220K Sell
1,220
-621
-34% -$104K 0.12% 282
2025
Q1 		$297K Buy
1,841
+224
+14% +$38.5K 0.32% 134
2024
Q4 		$281K Buy
+1,617
New +$285K 0.27% 71

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

R Squared's HLI Position: Q3 2025 in Review

R Squared sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 1,220 shares — an estimated $220K sold.

R Squared first reported a position in HLI in Q4 2024 and held it in 3 quarters. The position peaked at $297K in Q1 2025. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • R Squared reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • R Squared sold 1,220 Houlihan Lokey shares in Q3 2025, an estimated $220K.
  • R Squared first reported a position in Houlihan Lokey in Q4 2024 and held it in 3 quarters.
  • R Squared's Houlihan Lokey position peaked at $297K in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.