Susquehanna Portfolio Strategies’s Houlihan Lokey HLI Stock Holding History

Susquehanna Portfolio Strategies’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	-3,040	Closed	-$437K	–	959
2026 Q1	$437K	Hold	3,040	–	–	0.01%	780
2025 Q4	$530K	Sell	3,040 -3,835	-56%	-$704K	0.01%	772
2025 Q3	$1.41M	Buy	6,875 +3,835	+126%	+$752K	0.02%	591
2025 Q2	$547K	Buy	3,040 +400	+15%	+$67.2K	0.01%	636
2025 Q1	$426K	Buy	+2,640	New	+$453K	0.18%	84
2024 Q3	–	Sell	-95,586	Closed	-$12.9M	–	423
2024 Q2	$12.9M	Sell	95,586 -8,024	-8%	-$1.05M	0.53%	52
2024 Q1	$13.3M	Hold	103,610	–	–	0.31%	92
2023 Q4	$12.4M	Buy	+103,610	New	+$11.2M	0.22%	142

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 $3.38T AUM 44.17% 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

Susquehanna Portfolio Strategies's HLI Position: Q2 2026 in Review

Susquehanna Portfolio Strategies sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 3,040 shares — an estimated $437K sold.

Susquehanna Portfolio Strategies first reported a position in HLI in Q4 2023 and held it in 8 quarters. The position peaked at $13.3M in Q1 2024. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Susquehanna Portfolio Strategies reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Susquehanna Portfolio Strategies sold 3,040 Houlihan Lokey shares in Q2 2026, an estimated $437K.
Susquehanna Portfolio Strategies first reported a position in Houlihan Lokey in Q4 2023 and held it in 8 quarters.
Susquehanna Portfolio Strategies's Houlihan Lokey position peaked at $13.3M in Q1 2024.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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