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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna Portfolio Strategies's HLI Position: Q1 2026 in Review

Susquehanna Portfolio Strategies held its Houlihan Lokey (HLI) position steady in Q1 2026 at 3,040 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #780.

Susquehanna Portfolio Strategies first reported a position in HLI in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.3M in Q1 2024. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Susquehanna Portfolio Strategies held 3,040 shares of Houlihan Lokey worth $437K as of Q1 2026.
Susquehanna Portfolio Strategies left its Houlihan Lokey share count unchanged in Q1 2026.
Houlihan Lokey made up 0.01% of Susquehanna Portfolio Strategies's portfolio in Q1 2026, its #780 holding.
Susquehanna Portfolio Strategies first reported a position in Houlihan Lokey in Q4 2023 and has held it in 8 quarters since.
Susquehanna Portfolio Strategies's Houlihan Lokey position peaked at $13.3M in Q1 2024.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

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