Susquehanna Fundamental Investments’s Houlihan Lokey HLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.94M Buy
41,346
+33,274
+412% +$5.47M 0.22% 111
2025
Q4
$1.41M Buy
+8,072
New +$1.48M 0.05% 296
2025
Q2
Sell
-5,262
Closed -$850K 855
2025
Q1
$850K Buy
+5,262
New +$904K 0.01% 725

Other funds holding HLI

Susquehanna Fundamental Investments's HLI Position: Q1 2026 in Review

Susquehanna Fundamental Investments increased its Houlihan Lokey (HLI) stake by 412% in Q1 2026, buying an estimated $5.47M and bringing the position to 41,346 shares worth $5.94M. The position accounts for 0.22% of the portfolio, ranked #111.

Susquehanna Fundamental Investments first reported a position in HLI in Q1 2025 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Susquehanna Fundamental Investments held 41,346 shares of Houlihan Lokey worth $5.94M as of Q1 2026.
  • Susquehanna Fundamental Investments bought 33,274 Houlihan Lokey shares in Q1 2026, an estimated $5.47M.
  • Houlihan Lokey made up 0.22% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #111 holding.
  • Susquehanna Fundamental Investments first reported a position in Houlihan Lokey in Q1 2025 and has held it in 3 quarters since.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.