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Renaissance Group’s Houlihan Lokey HLI Stock Holding History

Renaissance Group’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 		– Sell
-151,275
Closed -$21.7M – 247
2026
Q1 		$21.7M Sell
151,275
-33,745
-18% -$5.55M 0.91% 52
2025
Q4 		$32.2M Sell
185,020
-1,162
-0.6% -$213K 1.29% 40
2025
Q3 		$38.2M Sell
186,182
-3,401
-2% -$667K 1.44% 16
2025
Q2 		$34.1M Buy
+189,583
New +$31.8M 1.33% 35
2023
Q2 		– Sell
-17,547
Closed -$1.54M – 272
2023
Q1 		$1.54M Sell
17,547
-727
-4% -$68.4K 0.07% 178
2022
Q4 		$1.59M Buy
18,274
+275
+2% +$24.7K 0.08% 145
2022
Q3 		$1.36M Sell
17,999
-2,247
-11% -$182K 0.07% 143
2022
Q2 		$1.6M Buy
20,246
+763
+4% +$63.8K 0.08% 119
2022
Q1 		$1.71M Buy
19,483
+971
+5% +$100K 0.08% 121
2021
Q4 		$1.92M Buy
18,512
+794
+4% +$84.8K 0.08% 115
2021
Q3 		$1.63M Sell
17,718
-215
-1% -$18.8K 0.07% 118
2021
Q2 		$1.47M Buy
+17,933
New +$1.3M 0.06% 121

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

Renaissance Group's HLI Position: Q2 2026 in Review

Renaissance Group sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 151,275 shares — an estimated $21.7M sold.

Renaissance Group first reported a position in HLI in Q2 2021 and held it in 12 quarters. The position peaked at $38.2M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Renaissance Group reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Renaissance Group sold 151,275 Houlihan Lokey shares in Q2 2026, an estimated $21.7M.
  • Renaissance Group first reported a position in Houlihan Lokey in Q2 2021 and held it in 12 quarters.
  • Renaissance Group's Houlihan Lokey position peaked at $38.2M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.