胡利漢·洛基公司
US ˙ NYSE ˙ US4415931009

SecurityHLI / Houlihan Lokey, Inc.
InstitutionEdgestream Partners, L.P.
Latest Disclosed Ownership55,338 shares
Latest Disclosed Value $ 7,947,644
Edgestream Partners, L.P. reports 510.73% increase in ownership of HLI / Houlihan Lokey, Inc.

On May 18, 2026 - Edgestream Partners, L.P. filed a 13F-HR form disclosing ownership of 55,338 shares of Houlihan Lokey, Inc. (US:HLI) valued at $7,947,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,061 shares of Houlihan Lokey, Inc.. This represents a change in shares of 510.73% during the quarter. The current value of the position is $7,705,263 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F HOULIHAN LOKEY CL A 441593100 55,338 46,277 510.73 7,948 403.61 0.2608
2026-02-13 2025-12-31 13F HOULIHAN LOKEY CL A 441593100 9,061 9,061 1,578 0.0444
2025-11-12 2025-09-30 13F HOULIHAN LOKEY CL A 441593100 0 -68,803 -100.00 0 -100.00
2025-08-13 2025-06-30 13F HOULIHAN LOKEY CL A 441593100 68,803 50,819 282.58 12,381 326.34 0.3443
2025-05-02 2025-03-31 13F HOULIHAN LOKEY CL A 441593100 17,984 -16,155 -47.32 2,904 -51.01 0.0986
2025-02-07 2024-12-31 13F HOULIHAN LOKEY CL A 441593100 34,139 25,378 289.67 5,929 328.32 0.2525
2024-11-14 2024-09-30 13F HOULIHAN LOKEY CL A 441593100 8,761 -49,311 -84.91 1,384 -82.33 0.0609
2024-08-09 2024-06-30 13F HOULIHAN LOKEY CL A 441593100 58,072 12,058 26.21 7,832 32.77 0.3770
2024-05-10 2024-03-31 13F HOULIHAN LOKEY CL A 441593100 46,014 30,355 193.85 5,899 214.22 0.2940
2024-02-14 2023-12-31 13F HOULIHAN LOKEY CL A 441593100 15,659 9,145 140.39 1,878 169.30 0.1351
2023-11-15 2023-09-30 13F HOULIHAN LOKEY CL A 441593100 6,514 -28,597 -81.45 698 -79.80 0.0556
2023-08-10 2023-06-30 13F HOULIHAN LOKEY CL A 441593100 35,111 35,111 3,452 0.3124
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.