Steven Cohen’s Houlihan Lokey HLI Stock Holding History

Steven Cohen’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	-18,421	Closed	-$2.65M	–	4253
2026 Q1	$2.65M	Sell	18,421 -96,817	-84%	-$15.9M	﹤0.01%	2131
2025 Q4	$20.1M	Buy	+115,238	New	+$21.2M	0.02%	890
2025 Q2	–	Sell	-114,422	Closed	-$18.5M	–	2373
2025 Q1	$18.5M	Sell	114,422 -5,947	-5%	-$1.02M	0.04%	466
2024 Q4	$20.9M	Buy	+120,369	New	+$21.2M	0.05%	430
2024 Q1	–	Sell	-43,200	Closed	-$5.18M	–	2364
2023 Q4	$5.18M	Sell	43,200 -117,438	-73%	-$12.7M	0.01%	905
2023 Q3	$17.2M	Buy	+160,638	New	+$16.6M	0.05%	448
2022 Q4	–	Sell	-60,669	Closed	-$4.57M	–	1630
2022 Q3	$4.57M	Buy	+60,669	New	+$4.92M	0.02%	749
2020 Q2	–	Sell	-10,000	Closed	-$521K	–	892
2020 Q1	$521K	Buy	+10,000	New	+$518K	﹤0.01%	665
2015 Q4	–	Sell	-188,560	Closed	-$4.11M	–	738
2015 Q3	$4.11M	Buy	+188,560	New	+$4.13M	0.03%	453

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Steven Cohen's HLI Position: Q2 2026 in Review

Steven Cohen sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 18,421 shares — an estimated $2.65M sold.

Steven Cohen first reported a position in HLI in Q3 2015 and held it in 9 quarters. The position peaked at $20.9M in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Steven Cohen reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Steven Cohen sold 18,421 Houlihan Lokey shares in Q2 2026, an estimated $2.65M.
Steven Cohen first reported a position in Houlihan Lokey in Q3 2015 and held it in 9 quarters.
Steven Cohen's Houlihan Lokey position peaked at $20.9M in Q4 2024.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.