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Tidal Investments’s Houlihan Lokey HLI Stock Holding History

Tidal 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 		$3.37M Sell
25,108
-4,716
-16% -$696K 0.01% 1112
2026
Q1 		$4.28M Buy
29,824
+2,878
+11% +$473K 0.01% 860
2025
Q4 		$4.69M Buy
26,946
+6,265
+30% +$1.15M 0.01% 672
2025
Q3 		$4.25M Sell
20,681
-1,325
-6% -$260K 0.01% 635
2025
Q2 		$3.96M Sell
22,006
-42
-0.2% -$7.06K 0.02% 503
2025
Q1 		$3.56M Buy
22,048
+833
+4% +$143K 0.03% 484
2024
Q4 		$3.68M Buy
21,215
+4,520
+27% +$796K 0.03% 482
2024
Q3 		$2.64M Buy
16,695
+2,061
+14% +$308K 0.03% 525
2024
Q2 		$1.97M Buy
14,634
+3,541
+32% +$463K 0.03% 555
2024
Q1 		$1.42M Buy
11,093
+7,414
+202% +$917K 0.02% 710
2023
Q4 		$441K Buy
+3,679
New +$399K 0.01% 997
2022
Q4 		– Sell
-6,453
Closed -$486K – 1151
2022
Q3 		$486K Buy
6,453
+437
+7% +$35.4K 0.02% 576
2022
Q2 		$475K Buy
6,016
+565
+10% +$47.2K 0.02% 619
2022
Q1 		$479K Buy
5,451
+1,811
+50% +$186K 0.01% 668
2021
Q4 		$377K Sell
3,640
-437
-11% -$46.7K 0.01% 698
2021
Q3 		$374K Buy
+4,077
New +$357K 0.01% 597

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 $3.37T AUM 44.26% 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

Tidal Investments's HLI Position: Q2 2026 in Review

Tidal Investments reduced its Houlihan Lokey (HLI) stake by 16% in Q2 2026, selling an estimated $696K and leaving 25,108 shares worth $3.37M. The position accounts for 0.01% of the portfolio, ranked #1112.

Tidal Investments first reported a position in HLI in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.69M in Q4 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Tidal Investments held 25,108 shares of Houlihan Lokey worth $3.37M as of Q2 2026.
  • Tidal Investments sold 4,716 Houlihan Lokey shares in Q2 2026, an estimated $696K.
  • Houlihan Lokey made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #1112 holding.
  • Tidal Investments first reported a position in Houlihan Lokey in Q3 2021 and has held it in 16 quarters since.
  • Tidal Investments's Houlihan Lokey position peaked at $4.69M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.