Van Berkom & Associates Inc.

Position in HLI — Houlihan Lokey, Inc.

CIK 1524408 MONTREAL, A8

Back to HLI Full portfolio

Position in HLI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$58,535,941

+$229,381 QoQ

Shares Held

436,412

+7.5% QoQ

Ownership

0.624%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#33

of 517 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Common Shares in HLI Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Van Berkom & Associates Inc. holds $150,187,618 across 3 Capital Markets names. HLI ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	1,118,529	$88,363,791
2	HLI	Houlihan Lokey, Inc. This page	436,412	$58,535,941
3	LAZ	Lazard, Inc.	78,395	$3,287,886

All Filings in HLI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,535,941	436,412	+7.5%	Shares	Sole	2026-08-05
2026-03-31	$58,306,560	405,978	+7.6%	Shares	Sole	2026-05-07
2025-12-31	$65,735,473	377,378	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$77,342,401	376,692	-5.0%	Shares	Sole	2025-11-04
2025-06-30	$71,333,259	396,406	-1.4%	Shares	Sole	2025-08-12
2025-03-31	$64,897,160	401,840	-0.9%	Shares	Sole	2025-05-07
2024-12-31	$70,440,316	405,622	-33.7%	Shares	Sole	2025-02-03
2024-09-30	$96,654,987	611,663	-7.2%	Shares	Sole	2024-11-04
2024-06-30	$88,888,653	659,118	-6.4%	Shares	Sole	2024-08-07
2024-03-31	$90,244,221	703,988	-11.8%	Shares	Sole	2024-05-13
2023-12-31	$95,671,752	797,863	-8.0%	Shares	Sole	2024-02-06
2023-09-30	$92,876,896	867,036	+18.2%	Shares	Sole	2023-11-07
2023-06-30	$72,103,208	733,427	-1.3%	Shares	Sole	2023-08-07
2023-03-31	$64,980,310	742,717	+6.2%	Shares	Sole	2023-05-10
2022-12-31	$60,950,465	699,294	-1.9%	Shares	Sole	2023-02-13
2022-09-30	$53,713,903	712,575	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$57,535,786	728,947	-1.6%	Shares	Sole	2022-07-22
2022-03-31	$65,054,619	740,941	-32.2%	Shares	Sole	2022-05-11
2021-12-31	$113,133,695	1,092,868	-11.3%	Shares	Sole	2022-02-02
2021-09-30	$113,530,104	1,232,683	-17.9%	Shares	Sole	2021-11-12
2021-06-30	$122,836,147	1,501,848	-15.3%	Shares	Sole	2021-08-12
2021-03-31	$117,993,262	1,774,068	-2.8%	Shares	Sole	2021-05-14
2020-12-31	$122,690,043	1,824,930	-6.2%	Shares	Sole	2021-02-05
2020-09-30	$114,840,558	1,944,802	-5.3%	Shares	Sole	2020-11-12
2020-06-30	$114,316,831	2,054,580	+0.5%	Shares	Sole	2020-08-12
2020-03-31	$106,531,872	2,043,973	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.