YOUSIF CAPITAL MANAGEMENT, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1858789 BLOOMFIELD HILLS, MI

Position in HLI

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

Position Value

$2,100,341

-$283,894 QoQ

Shares Held

15,659

-5.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#187

of 517 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Financial Services · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. HLI ranks #10 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	32,190	$32,556,000
2	MS	Morgan Stanley	130,397	$27,258,188
3	SCHW	Schwab Charles Corp	164,935	$15,218,552
4	HOOD	Robinhood Markets, Inc.	72,544	$7,274,712
5	EVR	Evercore Inc.	11,001	$3,756,181
6	IBKR	Interactive Brokers Group, Inc.	40,562	$3,530,516
7	SF	Stifel Financial Corp	43,207	$3,014,552
8	JEF	Jefferies Financial Group Inc.	47,265	$2,362,304

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,100,341	15,659	-5.7%	Shares	Sole	2026-07-16
2026-03-31	$2,384,235	16,601	-5.8%	Shares	Sole	2026-04-24
2025-12-31	$3,069,576	17,622	-1.4%	Shares	Sole	2026-01-21
2025-09-30	$3,668,247	17,866	-5.3%	Shares	Sole	2025-10-14
2025-06-30	$3,395,656	18,870	-2.2%	Shares	Sole	2025-07-25
2025-03-31	$3,115,012	19,288	-1.3%	Shares	Sole	2025-04-14
2024-12-31	$3,393,316	19,540	-3.3%	Shares	Sole	2025-01-27
2024-09-30	$3,192,636	20,204	-10.7%	Shares	Sole	2024-10-30
2024-06-30	$3,050,668	22,621	-7.1%	Shares	Sole	2024-07-31
2024-03-31	$3,120,657	24,344	-1.4%	Shares	Sole	2024-04-26
2023-12-31	$2,960,338	24,688	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.