PineStone Asset Management Inc. HLI — HOULIHAN LOKEY INC

Ownership history in PineStone Asset Management Inc.  ·  8 quarters on record

AI Ownership Summary

PineStone Asset Management Inc. reported HOULIHAN LOKEY INC (HLI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.11% in 2024 Q3. The latest visible filing shows HLI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PineStone Asset Management Inc.'s position in HOULIHAN LOKEY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HLI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLI stock page PineStone Asset Management Inc. fund profile PineStone Asset Management Inc. full holdings
How PineStone Asset Management Inc. held HLI — position size vs. price
% of Fund (quarterly)    HLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,294 -61,201 -82.2% 0.01% $1.9M 2026-05-01 $153.08
2025 Q4 UNCHANGED — — — 74,495 — 0% 0.08% $13.0M 2026-01-15 $189.08
2025 Q3 UNCHANGED — — — 74,495 — 0% 0.10% $15.3M 2025-10-17 $188.85
2025 Q2 ADDED — — — 74,495 +5,100 +7.3% 0.09% $13.4M 2025-07-16 $192.54
2025 Q1 ADDED — — — 69,395 +8,400 +13.8% 0.08% $11.2M 2025-05-12 $175.46
2024 Q4 REDUCED 18.9% -6.7% ✅ 60,995 -14,200 -18.9% 0.10% $10.6M 2025-01-30 $177.15
2024 Q3 UNCHANGED — — — 75,195 — 0% 0.11% $11.9M 2024-10-28 $164.80
2024 Q2 INITIATED — — — 75,195 — — 0.07% $10.1M 2024-07-16 $144.86

🏢 Other funds also holding HLI

As of 2026 Q1 — sorted by position size

Montanaro Asset Management Ltd 3Y 4.22% BARLOW WEALTH PARTNERS, LLC 3.7% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.0% Van Berkom & Associates Inc. 3Y 7Y 1.93% WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3Y 7Y 1.8% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.43% Crawford Fund Management, LLC 1.4% Pier Capital, LLC 3Y 7Y 1.33% Grandeur Peak Global Advisors, LLC 3Y 7Y 1.33% EARNEST PARTNERS LLC 3Y 7Y 1.32%

FAQ About PineStone Asset Management Inc. and HLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has PineStone Asset Management Inc. reported owning HLI?

PineStone Asset Management Inc. reported HLI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HLI position in PineStone Asset Management Inc.'s portfolio?

The largest reported portfolio weight for HLI was 0.11% in 2024 Q3.

What is the latest reported HLI position on this page?

The most recent filing on this page is 2026 Q1, when PineStone Asset Management Inc. reported 13,294 shares, equal to 0.01% of portfolio, with an estimated market value of $1.9M.

What does the chart on this HLI ownership page compare?

The chart compares PineStone Asset Management Inc.'s quarterly HLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PineStone Asset Management Inc. time their HLI position?

Based on 13F filing dates vs. subsequent HLI price moves, PineStone Asset Management Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on HLI relative to SPY over the holding period was -11.0%.

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