Voloridge Investment Management
HLI icon

Voloridge Investment Management’s Houlihan Lokey HLI Stock Holding History

Voloridge 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 		$34.9M Buy
259,909
+186,112
+252% +$27.5M 0.15% 221
2026
Q1 		$10.6M Buy
73,797
+40,302
+120% +$6.63M 0.04% 495
2025
Q4 		$5.83M Sell
33,495
-24,346
-42% -$4.47M 0.02% 730
2025
Q3 		$11.9M Sell
57,841
-10,974
-16% -$2.15M 0.04% 495
2025
Q2 		$12.4M Sell
68,815
-22,207
-24% -$3.73M 0.05% 481
2025
Q1 		$14.7M Buy
91,022
+73,222
+411% +$12.6M 0.05% 444
2024
Q4 		$3.09M Buy
+17,800
New +$3.13M 0.01% 881
2024
Q2 		– Sell
-5,277
Closed -$676K – 1278
2024
Q1 		$676K Sell
5,277
-41,070
-89% -$5.08M ﹤0.01% 1018
2023
Q4 		$5.56M Buy
+46,347
New +$5.02M 0.02% 594
2023
Q2 		– Sell
-5,766
Closed -$504K – 1449
2023
Q1 		$504K Buy
5,766
+3,155
+121% +$297K ﹤0.01% 1221
2022
Q4 		$228K Sell
2,611
-2,829
-52% -$254K ﹤0.01% 1373
2022
Q3 		$410K Sell
5,440
-11,364
-68% -$921K ﹤0.01% 1293
2022
Q2 		$1.33M Sell
16,804
-46,202
-73% -$3.86M 0.01% 1124
2022
Q1 		$5.53M Sell
63,006
-25,509
-29% -$2.63M 0.03% 601
2021
Q4 		$9.16M Buy
88,515
+19,324
+28% +$2.06M 0.05% 497
2021
Q3 		$6.37M Sell
69,191
-17,554
-20% -$1.54M 0.04% 586
2021
Q2 		$7.09M Buy
86,745
+74,735
+622% +$5.41M 0.05% 517
2021
Q1 		$799K Sell
12,010
-49,030
-80% -$3.31M 0.01% 1091
2020
Q4 		$4.1M Buy
61,040
+26,808
+78% +$1.74M 0.03% 503
2020
Q3 		$2.02M Buy
34,232
+2,534
+8% +$145K 0.02% 722
2020
Q2 		$1.76M Buy
31,698
+20,022
+171% +$1.17M 0.02% 667
2020
Q1 		$609K Buy
11,676
+2,822
+32% +$146K 0.02% 650
2019
Q4 		$433K Buy
+8,854
New +$418K 0.01% 850
2019
Q3 		– Sell
-8,144
Closed -$363K – 1131
2019
Q2 		$363K Buy
+8,144
New +$381K 0.01% 616

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

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

Voloridge Investment Management increased its Houlihan Lokey (HLI) stake by 252% in Q2 2026, buying an estimated $27.5M and bringing the position to 259,909 shares worth $34.9M. The position accounts for 0.15% of the portfolio, ranked #221.

Voloridge Investment Management first reported a position in HLI in Q2 2019 and has held it in 24 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Voloridge Investment Management held 259,909 shares of Houlihan Lokey worth $34.9M as of Q2 2026.
  • Voloridge Investment Management bought 186,112 Houlihan Lokey shares in Q2 2026, an estimated $27.5M.
  • Houlihan Lokey made up 0.15% of Voloridge Investment Management's portfolio in Q2 2026, its #221 holding.
  • Voloridge Investment Management first reported a position in Houlihan Lokey in Q2 2019 and has held it in 24 quarters since.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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