Simplex Trading
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Simplex Trading’s Houlihan Lokey HLI Stock Holding History

Simplex Trading’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
Q4 		– Sell
-49
Closed -$10K – 9171
2025
Q3 		$10K Buy
+49
New +$9.61K ﹤0.01% 7890
2025
Q1 		– Sell
-375
Closed -$64.4K – 8947
2024
Q4 		$65K Buy
+375
New +$66K ﹤0.01% 5594
2024
Q3 		– Sell
-9
Closed -$1K – 8931
2024
Q2 		$1K Buy
+9
New +$1.18K ﹤0.01% 8472
2023
Q1 		– Sell
-26
Closed -$2.45K – 9456
2022
Q4 		$2K Buy
+26
New +$2.34K ﹤0.01% 8580
2021
Q4 		– Sell
-499
Closed -$53.3K – 10849
2021
Q3 		$40K Hold
499
– – ﹤0.01% 7784
2021
Q2 		$40K Buy
+499
New +$36.1K ﹤0.01% 7919
2021
Q1 		– Sell
-187
Closed -$12.6K – 9286
2020
Q4 		$12K Buy
187
+13
+7% +$843 ﹤0.01% 7296
2020
Q3 		$10K Sell
174
-3,920
-96% -$225K ﹤0.01% 6781
2020
Q2 		$227K Buy
4,094
+3,709
+963% +$216K ﹤0.01% 3851
2020
Q1 		$20K Buy
+385
New +$20K ﹤0.01% 5951
2019
Q3 		– Sell
-232
Closed -$10K – 7500
2019
Q2 		$10K Buy
+232
New +$10.8K ﹤0.01% 6106
2018
Q2 		– Sell
-899
Closed -$43K – 7551
2018
Q1 		$40K Buy
+899
New +$42.6K ﹤0.01% 2654
2017
Q4 		– Sell
-100
Closed -$4.28K – 6250
2017
Q3 		$3K Buy
+100
New +$3.65K ﹤0.01% 4784

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simplex Trading's HLI Position: Q4 2025 in Review

Simplex Trading sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 49 shares — an estimated $10K sold.

Simplex Trading first reported a position in HLI in Q3 2017 and held it in 13 quarters. The position peaked at $227K in Q2 2020. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Simplex Trading reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 49 Houlihan Lokey shares in Q4 2025, an estimated $10K.
  • Simplex Trading first reported a position in Houlihan Lokey in Q3 2017 and held it in 13 quarters.
  • Simplex Trading's Houlihan Lokey position peaked at $227K in Q2 2020.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.