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TownSquare Capital’s Houlihan Lokey HLI Stock Holding History

TownSquare Capital’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
Q4 		– Sell
-1,032
Closed -$212K – 287
2025
Q3 		$212K Sell
1,032
-3,140
-75% -$616K 0.03% 347
2025
Q2 		$751K Sell
4,172
-38,316
-90% -$6.44M 0.07% 264
2025
Q1 		$6.86M Buy
42,488
+13,374
+46% +$2.3M 0.07% 254
2024
Q4 		$5.06M Buy
29,114
+3,460
+13% +$609K 0.06% 309
2024
Q3 		$4.05M Buy
25,654
+1,598
+7% +$239K 0.05% 349
2024
Q2 		$3.24M Buy
24,056
+3,949
+20% +$517K 0.04% 369
2024
Q1 		$2.58M Buy
20,107
+5,004
+33% +$619K 0.04% 400
2023
Q4 		$1.81M Buy
15,103
+2,403
+19% +$261K 0.03% 435
2023
Q3 		$1.36M Buy
12,700
+2,045
+19% +$211K 0.02% 488
2023
Q2 		$1.05M Buy
10,655
+917
+9% +$82.9K 0.02% 531
2023
Q1 		$852K Buy
9,738
+1,742
+22% +$164K 0.02% 523
2022
Q4 		$697K Buy
7,996
+3,476
+77% +$312K 0.02% 545
2022
Q3 		$341K Buy
4,520
+1,444
+47% +$117K 0.01% 558
2022
Q2 		$243K Buy
+3,076
New +$257K 0.01% 603

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TownSquare Capital's HLI Position: Q4 2025 in Review

TownSquare Capital sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 1,032 shares — an estimated $212K sold.

TownSquare Capital first reported a position in HLI in Q2 2022 and held it in 14 quarters. The position peaked at $6.86M in Q1 2025. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • TownSquare Capital reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 1,032 Houlihan Lokey shares in Q4 2025, an estimated $212K.
  • TownSquare Capital first reported a position in Houlihan Lokey in Q2 2022 and held it in 14 quarters.
  • TownSquare Capital's Houlihan Lokey position peaked at $6.86M in Q1 2025.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on TownSquare Capital's 13F filing for Q4 2025, filed 11 Feb 2026.