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Susquehanna Fundamental Investments’s Houlihan Lokey HLI Stock Holding History

Susquehanna Fundamental Investments’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
-41,346
Closed -$5.94M – 763
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

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 $3.38T AUM 44.17% 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

Susquehanna Fundamental Investments's HLI Position: Q2 2026 in Review

Susquehanna Fundamental Investments sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 41,346 shares — an estimated $5.94M sold.

Susquehanna Fundamental Investments first reported a position in HLI in Q1 2025 and held it in 3 quarters. The position peaked at $5.94M in Q1 2026. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Susquehanna Fundamental Investments reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 41,346 Houlihan Lokey shares in Q2 2026, an estimated $5.94M.
  • Susquehanna Fundamental Investments first reported a position in Houlihan Lokey in Q1 2025 and held it in 3 quarters.
  • Susquehanna Fundamental Investments's Houlihan Lokey position peaked at $5.94M in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.