Yousif Capital Management’s Houlihan Lokey HLI Stock Holding History

Yousif 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	$2.1M	Sell	15,659 -942	-6%	-$139K	0.02%	656
2026 Q1	$2.38M	Sell	16,601 -1,021	-6%	-$168K	0.03%	583
2025 Q4	$3.34M	Sell	17,622 -244	-1%	-$44.8K	0.04%	460
2025 Q3	$3.67M	Sell	17,866 -1,004	-5%	-$197K	0.04%	435
2025 Q2	$3.4M	Sell	18,870 -418	-2%	-$70.2K	0.04%	465
2025 Q1	$3.12M	Sell	19,288 -252	-1%	-$43.3K	0.04%	481
2024 Q4	$3.39M	Sell	19,540 -664	-3%	-$117K	0.04%	453
2024 Q3	$3.19M	Sell	20,204 -2,417	-11%	-$361K	0.03%	506
2024 Q2	$3.05M	Sell	22,621 -1,723	-7%	-$226K	0.03%	532
2024 Q1	$3.12M	Sell	24,344 -344	-1%	-$42.6K	0.03%	565
2023 Q4	$2.96M	Buy	+24,688	New	+$2.68M	0.03%	573

Other funds holding HLI

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Yousif Capital Management reduced its Houlihan Lokey (HLI) stake by 5.7% in Q2 2026, selling an estimated $139K and leaving 15,659 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #656.

Yousif Capital Management first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.67M in Q3 2025. 101 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Yousif Capital Management held 15,659 shares of Houlihan Lokey worth $2.1M as of Q2 2026.
Yousif Capital Management sold 942 Houlihan Lokey shares in Q2 2026, an estimated $139K.
Houlihan Lokey made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #656 holding.
Yousif Capital Management first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
Yousif Capital Management's Houlihan Lokey position peaked at $3.67M in Q3 2025.
101 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.