Houlihan Lokey, Inc.
US ˙ NYSE ˙ US4415931009

SecurityHLI / Houlihan Lokey, Inc.
InstitutionSquarepoint Ops LLC
Latest Disclosed Ownership17,191 shares
Latest Disclosed Value $ 2,468,971
Squarepoint Ops LLC ownership in HLI / Houlihan Lokey, Inc.

On May 15, 2026 - Squarepoint Ops LLC filed a 13F-HR form disclosing ownership of 17,191 shares of Houlihan Lokey, Inc. (US:HLI) valued at $2,468,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 0 shares of Houlihan Lokey, Inc.. The current value of the position is $2,379,750 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)
2026-05-15 2026-03-31 13F HOULIHAN LOKEY CL A 441593100 17,191 17,191 2,469 0.0029
2026-02-13 2025-12-31 13F HOULIHAN LOKEY CL A 441593100 0 -100.00 0
2025-11-14 2025-09-30 13F HOULIHAN LOKEY CL A 441593100 35,363 35,363 7,261 0.0073
2025-08-27 2025-06-30 13F/A-1 HOULIHAN LOKEY CL A 441593100 0 -13,132 -100.00 0 -100.00
2025-08-14 2025-06-30 13F HOULIHAN LOKEY CL A 441593100 0 -13,132 0
2025-08-27 2025-03-31 13F/A-1 HOULIHAN LOKEY CL A 441593100 13,132 10,782 458.81 2,121 419.61 0.0026
2025-05-15 2025-03-31 13F HOULIHAN LOKEY CL A 441593100 13,132 10,782 2,121 0.0026
2025-02-14 2024-12-31 13F HOULIHAN LOKEY CL A 441593100 2,350 -6,131 -72.29 408 -69.55 0.0004
2024-11-14 2024-09-30 13F HOULIHAN LOKEY CL A 441593100 8,481 8,481 1,340 0.0021
2024-08-14 2024-06-30 13F HOULIHAN LOKEY CL A 441593100 0 -62,007 -100.00 0 -100.00
2024-05-15 2024-03-31 13F HOULIHAN LOKEY CL A 441593100 62,007 62,007 7,949 0.0137
2024-02-14 2023-12-31 13F HOULIHAN LOKEY CL A 441593100 0 -2,109 -100.00 0 -100.00
2023-11-14 2023-09-30 13F HOULIHAN LOKEY CL A 441593100 2,109 -2,323 -52.41 226 -48.28 0.0006
2023-08-14 2023-06-30 13F HOULIHAN LOKEY CL A 441593100 4,432 -14,157 -76.16 436 -73.25 0.0013
2023-05-15 2023-03-31 13F HOULIHAN LOKEY CL A 441593100 18,589 9,532 105.24 1,626 106.08 0.0066
2023-02-14 2022-12-31 13F HOULIHAN LOKEY CL A 441593100 9,057 -13,893 -60.54 789 -54.39 0.0031
2022-11-14 2022-09-30 13F HOULIHAN LOKEY CL A 441593100 22,950 14,436 169.56 1,730 157.44 0.0087
2022-08-15 2022-06-30 13F HOULIHAN LOKEY CL A 441593100 8,514 8,514 672 0.0037
2022-05-16 2022-03-31 13F HOULIHAN LOKEY CL A 441593100 0 -12,583 -100.00 0 -100.00
2022-02-14 2021-12-31 13F HOULIHAN LOKEY CL A 441593100 12,583 -3,810 -23.24 1,303 -13.71 0.0034
2021-11-15 2021-09-30 13F HOULIHAN LOKEY CL A 441593100 16,393 -20,014 -54.97 1,510 -49.29 0.0043
2021-08-16 2021-06-30 13F HOULIHAN LOKEY CL A 441593100 36,407 36,407 2,978 0.0113
2020-11-16 2020-09-30 13F HOULIHAN LOKEY CL A 441593100 0 -49,991 -100.00 0 -100.00
2020-08-14 2020-06-30 13F HOULIHAN LOKEY CL A 441593100 49,991 45,864 1,111.32 2,781 1,193.49 0.0450
2020-05-15 2020-03-31 13F HOULIHAN LOKEY CL A 441593100 4,127 -8,403 -67.06 215 -64.87 0.0055
2020-02-14 2019-12-31 13F HOULIHAN LOKEY CL A 441593100 12,530 8,042 179.19 612 202.97 0.0036
2019-11-14 2019-09-30 13F HOULIHAN LOKEY CL A 441593100 4,488 -17,578 -79.66 202 -79.45 0.0018
2019-08-14 2019-06-30 13F HOULIHAN LOKEY CL A 441593100 22,066 -6,397 -22.47 983 -24.67 0.0096
2019-05-15 2019-03-31 13F HOULIHAN LOKEY CL A 441593100 28,463 14,104 98.22 1,305 147.16 0.0138
2019-02-14 2018-12-31 13F HOULIHAN LOKEY CL A 441593100 14,359 -17,619 -55.10 528 -63.26 0.0061
2018-11-14 2018-09-30 13F HOULIHAN LOKEY CL A 441593100 31,978 31,978 122.70 1,437 172.16 0.0172
2017-08-14 2017-06-30 13F HOULIHAN LOKEY CL A 441593100 0 -7,000 -100.00 0 -100.00
2017-05-15 2017-03-31 13F HOULIHAN LOKEY CL A 441593100 7,000 -123 -1.73 241 8.56 0.0066
2017-02-14 2016-12-31 13F HOULIHAN LOKEY CL A 441593100 7,123 7,123 222 0.0091
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.