Voleon Capital Management’s Houlihan Lokey HLI Stock Holding History

Voleon Capital 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	$2.4M	Sell	17,925 -9,366	-34%	-$1.38M	0.04%	323
2026 Q1	$3.92M	Buy	27,291 +22,417	+460%	+$3.69M	0.08%	240
2025 Q4	$849K	Sell	4,874 -2,562	-34%	-$470K	0.02%	471
2025 Q3	$1.53M	Sell	7,436 -7,741	-51%	-$1.52M	0.04%	354
2025 Q2	$2.73M	Buy	15,177 +6,461	+74%	+$1.09M	0.15%	148
2025 Q1	$1.41M	Buy	+8,716	New	+$1.5M	0.11%	167

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

Voleon Capital Management's HLI Position: Q2 2026 in Review

Voleon Capital Management reduced its Houlihan Lokey (HLI) stake by 34% in Q2 2026, selling an estimated $1.38M and leaving 17,925 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #323.

Voleon Capital Management first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.92M in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Voleon Capital Management held 17,925 shares of Houlihan Lokey worth $2.4M as of Q2 2026.
Voleon Capital Management sold 9,366 Houlihan Lokey shares in Q2 2026, an estimated $1.38M.
Houlihan Lokey made up 0.04% of Voleon Capital Management's portfolio in Q2 2026, its #323 holding.
Voleon Capital Management first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
Voleon Capital Management's Houlihan Lokey position peaked at $3.92M in Q1 2026.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.