Simplex Trading’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-100
| Closed | -$20K | – | 9170 |
|
|
2025
Q3 | $20K | Buy |
+100
| New | +$19.6K | ﹤0.01% | 7322 |
|
|
2025
Q2 | – | Sell |
-1,300
| Closed | -$209K | – | 9094 |
|
|
2025
Q1 | $209K | Buy |
+1,300
| New | +$223K | ﹤0.01% | 4274 |
|
|
2024
Q3 | – | Sell |
-2,600
| Closed | -$350K | – | 8930 |
|
|
2024
Q2 | $350K | Buy |
2,600
+1,900
| +271% | +$249K | ﹤0.01% | 4050 |
|
|
2024
Q1 | $89K | Sell |
700
-6,400
| -90% | -$792K | ﹤0.01% | 5704 |
|
|
2023
Q4 | $851K | Buy |
+7,100
| New | +$770K | ﹤0.01% | 3156 |
|
|
2023
Q2 | – | Sell |
-5,500
| Closed | -$481K | – | 9360 |
|
|
2023
Q1 | $481K | Buy |
+5,500
| New | +$517K | ﹤0.01% | 3308 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$7K | – | 9670 |
|
|
2022
Q3 | $7K | Sell |
100
-400
| -80% | -$32.4K | ﹤0.01% | 8527 |
|
|
2022
Q2 | $39K | Sell |
500
-1,900
| -79% | -$159K | ﹤0.01% | 6807 |
|
|
2022
Q1 | $210K | Sell |
2,400
-6,200
| -72% | -$638K | ﹤0.01% | 5092 |
|
|
2021
Q4 | $890K | Buy |
+8,600
| New | +$918K | ﹤0.01% | 3022 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$133K | – | 10284 |
|
|
2021
Q1 | $133K | Sell |
20
-30
| -60% | -$2.02K | ﹤0.01% | 5351 |
|
|
2020
Q4 | $336K | Buy |
50
+31
| +163% | +$2.01K | ﹤0.01% | 3933 |
|
|
2020
Q3 | $112K | Buy |
+19
| New | +$1.09K | ﹤0.01% | 4782 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | -$4K | – | 7849 |
|
|
2019
Q4 | $4K | Buy |
+1
| New | +$47 | ﹤0.01% | 6772 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | -$13K | – | 7381 |
|
|
2019
Q1 | $13K | Buy |
+3
| New | +$132 | ﹤0.01% | 5992 |
|
|
2018
Q3 | – | Sell |
-121
| Closed | -$619K | – | 7660 |
|
|
2018
Q2 | $619K | Buy |
+121
| New | +$5.79K | ﹤0.01% | 2241 |
|
|
2018
Q1 | – | Sell |
-63
| Closed | -$7K | – | 6428 |
|
|
2017
Q4 | $7K | Buy |
+63
| New | +$2.7K | ﹤0.01% | 4193 |
|
|
2017
Q3 | – | Sell |
-32
| Closed | -$2K | – | 6181 |
|
|
2017
Q2 | $2K | Buy |
32
+13
| +68% | +$441 | ﹤0.01% | 5253 |
|
|
2017
Q1 | $2K | Buy |
+19
| New | +$606 | ﹤0.01% | 5258 |
|
Other funds holding HLI
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. 576 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.
- 576 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.