SCHEDULE Filed 2026-01-02 Event 2025-12-30 SEC 0001193125-26-001032 →

Adelson Scott Joseph → HOULIHAN LOKEY, INC. HLI

Stake: 22.50% Shares: 15,799,172 CUSIP: 441593100 Class: Class A common stock, par value $0.001 per share

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 21/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: +0.0%

Passive Schedule 13G filer baseline
High conviction ownership stake (22.5%)
Held by 1 tracked 13F institutional manager
16 NPORT-P mutual funds holding CUSIP
Congressional purchase disclosure (1 trade in ±90d)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

18 13D/G filings on this issuer

17 other filings besides this one

Filer Track Record

1 filings by this filer

0 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 2.75

2,152,335 shares short · -10.6% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $20.07M

Point72 Asset Mgmt

Post-Filing Returns · since 2025-12-30 on HLI

+1 day

0.0%

+5 days

0.0%

+30 days

0.0%

+60 days

0.0%

+90 days

0.0%

+180 days

0.0%

Anchor price 139.12 on closest trading day on/after 2025-12-30. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on HOULIHAN LOKEY, INC.

Filed	Form	Filer	Stake	Shares
2024-04-03	SC	HL VOTING TRUST	—	—	view →
2023-10-17	SC	HL VOTING TRUST	—	—	view →
2022-04-22	SC	HL VOTING TRUST	—	—	view →
2020-11-12	SC	HL VOTING TRUST	—	—	view →
2020-04-10	SC	HL VOTING TRUST	—	—	view →
2020-03-20	SC	HL VOTING TRUST	—	—	view →
2019-11-12	SC	HL VOTING TRUST	—	—	view →
2019-10-10	SC	HL VOTING TRUST	—	—	view →
2019-08-06	SC	ORIX HLHZ Holding LLC	—	—	view →
2019-06-06	SC	HL VOTING TRUST	—	—	view →
2019-05-30	SC	ORIX HLHZ Holding LLC	—	—	view →
2019-02-25	SC	ORIX HLHZ Holding LLC	—	—	view →
2018-07-17	SC	ORIX HLHZ Holding LLC	—	—	view →
2018-05-10	SC	ORIX HLHZ Holding LLC	—	—	view →
2018-04-09	SC	HL VOTING TRUST	—	—	view →
2018-03-22	SC	HL VOTING TRUST	—	—	view →
2018-03-15	SC	ORIX HLHZ Holding LLC	—	—	view →

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