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SummitTX Capital’s Houlihan Lokey HLI Stock Holding History

SummitTX Capital’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 		$312K Sell
2,328
-11,262
-83% -$1.66M 0.01% 666
2026
Q1 		$1.95M Buy
13,590
+6,481
+91% +$1.07M 0.06% 311
2025
Q4 		$1.24M Buy
+7,109
New +$1.3M 0.04% 382
2025
Q3 		– Sell
-1,308
Closed -$235K – 847
2025
Q2 		$235K Buy
+1,308
New +$220K 0.01% 664

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

SummitTX Capital's HLI Position: Q2 2026 in Review

SummitTX Capital reduced its Houlihan Lokey (HLI) stake by 83% in Q2 2026, selling an estimated $1.66M and leaving 2,328 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #666.

SummitTX Capital first reported a position in HLI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q1 2026. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • SummitTX Capital held 2,328 shares of Houlihan Lokey worth $312K as of Q2 2026.
  • SummitTX Capital sold 11,262 Houlihan Lokey shares in Q2 2026, an estimated $1.66M.
  • Houlihan Lokey made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #666 holding.
  • SummitTX Capital first reported a position in Houlihan Lokey in Q2 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Houlihan Lokey position peaked at $1.95M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.