VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Position in HLI — Houlihan Lokey, Inc.

CIK 1021642 HOUSTON, TX

Position in HLI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$68,992,982

+$33,264,637 QoQ

Shares Held

514,374

+106.8% QoQ

Ownership

0.736%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#29

of 514 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $194,208,810 across 3 Capital Markets names. HLI ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	1,337,145	$123,378,367
2	HLI	Houlihan Lokey, Inc. This page	514,374	$68,992,982
3	MS	Morgan Stanley	8,790	$1,837,461

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,992,982	514,374	+106.8%	Shares	Defined	2026-07-16
2026-03-31	$35,728,345	248,770	—	Shares	Defined	2026-04-16
No filing history on record for this holder in this stock.