WAVEMAN · COMPANY

HLI · Houlihan Lokey, Inc.

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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HLI

Name: HOULIHAN LOKEY, INC. (HLI) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

HOULIHAN LOKEY, INC.

FINANCIAL SERVICES · INVESTMENT ADVICE · CIK 0001302215

C-SUITE BUYING · 1CONGRESS · 1☆ WATCH

INSIDER NET · 180D

-$512.5K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

232

13F, latest reported quarter

REVENUE GROWTH

+9.5%

XBRL, annual

NET MARGIN

16.3%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$512.5K over 180 days

+$500.6K over 90 days · -$941.4K of it by a 10%+ holder

more than 53% of Financial Services

CONGRESS

1 member bought in the last year

the lowest in Financial Services

FUNDS

232 funds added or opened last quarter

more than 80% of Financial Services

REVENUE

+9.5% year over year

more than 50% of Financial Services

MARGIN

16.3% net margin

more than 67% of Financial Services

BUYBACKS

$175.4M repurchased, FY to 2026-03-31

more than 70% of Financial Services

SHORT

2.2 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

232 funds added or opened positions in the latest 13F quarter, of 521 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -29.3%

-29.3%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $512.5K sold by insiders over 180 days, 232 funds added last quarter, 1 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, HOULIHAN LOKEY, INC. insiders sold a net $512.5K of stock across 53 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

ALLEY J LINDSEY

Chief Financial Officer

BUY

2026-08-03

4,020.0

$500.6K

BEISER SCOTT L

CO-CHAIRMAN

SELL

2026-05-21

6,265.0

$941.4K

CRAIN CHRISTOPHER M

GENERAL COUNSEL

SELL

2026-04-01

500.0

$71.7K

SCHRIESHEIM ROBERT A

Director

SELL

2026-02-06

5,000.0

$854.3K

CRAIN CHRISTOPHER M

GENERAL COUNSEL

SELL

2026-01-02

500.0

$87.1K

53 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 48 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

5,240,406.0 sh

$702.9M

VANGUARD PORTFOLIO MANAGEMENT LLC

2,774,115.0 sh

$372.1M

VANGUARD CAPITAL MANAGEMENT LLC

2,439,724.0 sh

$327.2M

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

2,426,619.0 sh

$325.5M

EARNEST PARTNERS LLC

2,172,720.0 sh

$291.4M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Virtus KAR Small-Cap Value Series

$2.3M POSITION · AS OF 2026-03-31

4.7%

Virtus KAR Small-Cap Value Fund

$27.9M POSITION · AS OF 2026-03-31

4.6%

Virtus KAR Mid-Cap Core Fund

$87.3M POSITION · AS OF 2026-03-31

4.5%

Virtus KAR Mid-Cap ETF

$1.6M POSITION · AS OF 2026-04-30

3.6%

Argent Focused Small Cap ETF

$849.3K POSITION · AS OF 2026-02-27

3.4%

FMI Common Stock Fund

$54.6M POSITION · AS OF 2026-03-31

3.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-03	2025-03	2024-03	2023-03
REVENUE	$2.6B	$2.4B	$1.9B	$1.8B
GROSS PROFIT	—	$772.3M	$571.1M	$557.1M
OPERATING INCOME	$527.0M	$502.6M	$373.2M	$341.7M
NET INCOME	$424.0M	$400.0M	$280.0M	$254.0M
EPS (DILUTED)	6.22	5.82	4.11	3.76
OPERATING CASH FLOW	$704.1M	$848.6M	$328.5M	$136.3M
CASH	$1.2B	$971.0M	$721.2M	$714.4M
BUYBACKS	$175.4M	$52.5M	$25.0M	$48.7M
DIVIDENDS PAID	$174.0M	$165.2M	$148.5M	$140.4M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE