Westfield Capital Management
HLI icon

Westfield Capital Management’s Houlihan Lokey HLI Stock Holding History

Westfield 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 		$62.2M Sell
463,415
-80,196
-15% -$11.8M 0.2% 137
2026
Q1 		$78.1M Buy
543,611
+23,609
+5% +$3.88M 0.33% 99
2025
Q4 		$90.6M Buy
520,002
+113,696
+28% +$20.9M 0.38% 82
2025
Q3 		$83.4M Buy
406,306
+60,782
+18% +$11.9M 0.35% 81
2025
Q2 		$62.2M Buy
345,524
+59,236
+21% +$9.95M 0.26% 117
2025
Q1 		$46.2M Buy
+286,288
New +$49.2M 0.23% 140

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

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

Westfield Capital Management reduced its Houlihan Lokey (HLI) stake by 15% in Q2 2026, selling an estimated $11.8M and leaving 463,415 shares worth $62.2M. The position accounts for 0.2% of the portfolio, ranked #137.

Westfield Capital Management first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $90.6M in Q4 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Westfield Capital Management held 463,415 shares of Houlihan Lokey worth $62.2M as of Q2 2026.
  • Westfield Capital Management sold 80,196 Houlihan Lokey shares in Q2 2026, an estimated $11.8M.
  • Houlihan Lokey made up 0.2% of Westfield Capital Management's portfolio in Q2 2026, its #137 holding.
  • Westfield Capital Management first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
  • Westfield Capital Management's Houlihan Lokey position peaked at $90.6M in Q4 2025.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.