JACOBS LEVY EQUITY MANAGEMENT, INC

Position in HLI — Houlihan Lokey, Inc.

CIK 884414 FLORHAM PARK, NJ

Position in HLI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,541,408

-$53,550 QoQ

Shares Held

31,621

+19.9% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

8 quarters on record

Voting authority Sole 96.12599222035989.ToString("F0")% Shared 0.ToString("F0")% None 3.8740077796401122.ToString("F0")%

Financial Services · as of Mar 31, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $510,861,164 across 12 Capital Markets names. HLI ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	3,931,016	$263,653,243
2	SF	Stifel Financial Corp	1,364,978	$100,899,173
3	EVR	Evercore Inc.	144,432	$43,114,396
4	JEF	Jefferies Financial Group Inc.	1,024,695	$42,289,162
5	SNEX	StoneX Group Inc.	344,567	$27,789,328
6	GOLD	Gold.com, Inc.	595,888	$23,883,191
7	HLI	Houlihan Lokey, Inc. This page	31,621	$4,541,408
8	PWP	Perella Weinberg Partners	121,582	$2,207,929

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,541,408	31,621	+19.9%	Shares	Sole	2026-05-15
2025-12-31	$4,594,958	26,379	+40.8%	Shares	Sole	2026-02-13
2025-09-30	$3,847,080	18,737	-94.5%	Shares	Sole	2025-11-17
2025-06-30	$60,841,634	338,103	+41.2%	Shares	Sole	2025-08-14
2025-03-31	$38,682,803	239,522	+1168.0%	Shares	Sole	2025-05-15
2024-12-31	$3,280,437	18,890	-96.8%	Shares	Sole	2025-02-14
2022-06-30	$46,802,569	592,963	+290.7%	Shares	Sole	2022-08-15
2022-03-31	$13,324,615	151,761	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.