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Steve Schonfeld’s Houlihan Lokey HLI Stock Holding History

Steve Schonfeld’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 		$8.23M Buy
61,352
+20,812
+51% +$3.07M 0.03% 472
2026
Q1 		$5.82M Buy
40,540
+12,616
+45% +$2.08M 0.04% 446
2025
Q4 		$4.86M Buy
+27,924
New +$5.13M 0.02% 552
2025
Q3 		– Sell
-21,757
Closed -$3.92M – 2357
2025
Q2 		$3.92M Buy
21,757
+18,100
+495% +$3.04M 0.03% 655
2025
Q1 		$591K Buy
+3,657
New +$628K ﹤0.01% 1512
2024
Q4 		– Sell
-1,321
Closed -$209K – 2167
2024
Q3 		$209K Sell
1,321
-2,274
-63% -$340K ﹤0.01% 1800
2024
Q2 		$485K Buy
+3,595
New +$471K ﹤0.01% 1505
2023
Q4 		– Sell
-31,400
Closed -$3.36M – 2017
2023
Q3 		$3.36M Buy
31,400
+27,250
+657% +$2.81M 0.03% 664
2023
Q2 		$408K Sell
4,150
-8,447
-67% -$764K ﹤0.01% 1293
2023
Q1 		$1.1M Buy
12,597
+8,897
+240% +$837K 0.01% 916
2022
Q4 		$322K Sell
3,700
-26,300
-88% -$2.36M ﹤0.01% 1757
2022
Q3 		$2.26M Buy
+30,000
New +$2.43M 0.02% 813
2022
Q2 		– Sell
-9,300
Closed -$817K – 2730
2022
Q1 		$817K Buy
+9,300
New +$958K 0.01% 1092
2021
Q4 		– Sell
-2,200
Closed -$203K – 2311
2021
Q3 		$203K Buy
+2,200
New +$193K ﹤0.01% 1754
2021
Q1 		– Sell
-32,800
Closed -$2.21M – 1928
2020
Q4 		$2.21M Sell
32,800
-54,621
-62% -$3.54M 0.03% 575
2020
Q3 		$5.16M Buy
87,421
+31,742
+57% +$1.82M 0.1% 280
2020
Q2 		$3.1M Sell
55,679
-1,083
-2% -$63.1K 0.08% 308
2020
Q1 		$2.96M Sell
56,762
-176,699
-76% -$9.16M 0.19% 129
2019
Q4 		$11.4M Buy
233,461
+76,349
+49% +$3.6M 0.28% 96
2019
Q3 		$7.09M Buy
+157,112
New +$6.96M 0.21% 130
2019
Q2 		– Sell
-6,799
Closed -$312K – 1096
2019
Q1 		$312K Buy
+6,799
New +$300K 0.01% 822

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

Steve Schonfeld's HLI Position: Q2 2026 in Review

Steve Schonfeld increased its Houlihan Lokey (HLI) stake by 51% in Q2 2026, buying an estimated $3.07M and bringing the position to 61,352 shares worth $8.23M. The position accounts for 0.03% of the portfolio, ranked #472.

Steve Schonfeld first reported a position in HLI in Q1 2019 and has held it in 21 quarters since. The position peaked at $11.4M in Q4 2019. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Steve Schonfeld held 61,352 shares of Houlihan Lokey worth $8.23M as of Q2 2026.
  • Steve Schonfeld bought 20,812 Houlihan Lokey shares in Q2 2026, an estimated $3.07M.
  • Houlihan Lokey made up 0.03% of Steve Schonfeld's portfolio in Q2 2026, its #472 holding.
  • Steve Schonfeld first reported a position in Houlihan Lokey in Q1 2019 and has held it in 21 quarters since.
  • Steve Schonfeld's Houlihan Lokey position peaked at $11.4M in Q4 2019.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.