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Thoroughbred Financial Services’s Houlihan Lokey HLI Stock Holding History

Thoroughbred Financial Services’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
2025
Q2 		– Sell
-1,495
Closed -$241K – 622
2025
Q1 		$241K Hold
1,495
– – 0.02% 608
2024
Q4 		$259K Hold
1,495
– – 0.02% 582
2024
Q3 		$236K Hold
1,495
– – 0.02% 584
2024
Q2 		$201K Buy
+1,495
New +$196K 0.01% 607

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Thoroughbred Financial Services's HLI Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 1,495 shares — an estimated $241K sold.

Thoroughbred Financial Services first reported a position in HLI in Q2 2024 and held it in 4 quarters. The position peaked at $259K in Q4 2024. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,495 Houlihan Lokey shares in Q2 2025, an estimated $241K.
  • Thoroughbred Financial Services first reported a position in Houlihan Lokey in Q2 2024 and held it in 4 quarters.
  • Thoroughbred Financial Services's Houlihan Lokey position peaked at $259K in Q4 2024.
  • 549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.