Y-Intercept (HK)’s Houlihan Lokey HLI Stock Holding History

Y-Intercept (HK)’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	$5.76M	Buy	42,939 +3,252	+8%	+$480K	0.11%	238
2026 Q1	$5.7M	Buy	+39,687	New	+$6.53M	0.11%	274
2023 Q3	–	Sell	-10,564	Closed	-$1.04M	–	1264
2023 Q2	$1.04M	Buy	+10,564	New	+$956K	0.11%	278
2023 Q1	–	Sell	-7,968	Closed	-$694K	–	1324
2022 Q4	$694K	Buy	+7,968	New	+$716K	0.1%	314
2022 Q2	–	Sell	-3,963	Closed	-$348K	–	993
2022 Q1	$348K	Buy	+3,963	New	+$408K	0.08%	404

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

Y-Intercept (HK)'s HLI Position: Q2 2026 in Review

Y-Intercept (HK) increased its Houlihan Lokey (HLI) stake by 8.2% in Q2 2026, buying an estimated $480K and bringing the position to 42,939 shares worth $5.76M. The position accounts for 0.11% of the portfolio, ranked #238.

Y-Intercept (HK) first reported a position in HLI in Q1 2022 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Y-Intercept (HK) held 42,939 shares of Houlihan Lokey worth $5.76M as of Q2 2026.
Y-Intercept (HK) bought 3,252 Houlihan Lokey shares in Q2 2026, an estimated $480K.
Houlihan Lokey made up 0.11% of Y-Intercept (HK)'s portfolio in Q2 2026, its #238 holding.
Y-Intercept (HK) first reported a position in Houlihan Lokey in Q1 2022 and has held it in 5 quarters since.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.