VELA Investment Management’s Houlihan Lokey HLI Stock Holding History

VELA Investment Management’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	$3.53M	Buy	26,300 +10,170	+63%	+$1.5M	0.75%	47
2026 Q1	$2.32M	Buy	+16,130	New	+$2.65M	0.53%	64
2025 Q1	–	Sell	-4,684	Closed	-$813K	–	166
2024 Q4	$813K	Hold	4,684	–	–	0.23%	114
2024 Q3	$740K	Sell	4,684 -6,094	-57%	-$910K	0.23%	115
2024 Q2	$1.45M	Hold	10,778	–	–	0.45%	76
2024 Q1	$1.38M	Sell	10,778 -1,314	-11%	-$163K	0.47%	70
2023 Q4	$1.45M	Hold	12,092	–	–	0.55%	56
2023 Q3	$1.3M	Sell	12,092 -803	-6%	-$82.8K	0.57%	59
2023 Q2	$1.27M	Hold	12,895	–	–	0.59%	65
2023 Q1	$1.13M	Buy	12,895 +6,925	+116%	+$652K	0.51%	69
2022 Q4	$520K	Sell	5,970 -2,367	-28%	-$213K	0.26%	109
2022 Q3	$628K	Hold	8,337	–	–	0.36%	84
2022 Q2	$658K	Buy	8,337 +6	+0.1%	+$502	0.38%	79
2022 Q1	$731K	Buy	8,331 +3,965	+91%	+$408K	0.46%	66
2021 Q4	$452K	Buy	+4,366	New	+$466K	0.3%	97

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 $3.37T AUM 44.26% 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

VELA Investment Management's HLI Position: Q2 2026 in Review

VELA Investment Management increased its Houlihan Lokey (HLI) stake by 63% in Q2 2026, buying an estimated $1.5M and bringing the position to 26,300 shares worth $3.53M. The position accounts for 0.75% of the portfolio, ranked #47.

VELA Investment Management first reported a position in HLI in Q4 2021 and has held it in 15 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

VELA Investment Management held 26,300 shares of Houlihan Lokey worth $3.53M as of Q2 2026.
VELA Investment Management bought 10,170 Houlihan Lokey shares in Q2 2026, an estimated $1.5M.
Houlihan Lokey made up 0.75% of VELA Investment Management's portfolio in Q2 2026, its #47 holding.
VELA Investment Management first reported a position in Houlihan Lokey in Q4 2021 and has held it in 15 quarters since.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.