ewsba.se
Written by Sara Appino for The Motley Fool->
Lisanti Capital Growth sold its entire stake in Huron Consulting Group, an estimated $6.85 million trade value based on quarterly average price.
Transaction represented 1.73% of 13F reportable assets under management (AUM) as of March 31, 2026.
Post-trade, the fund holds zero HURN shares, with a position value of $0.
The position previously accounted for 1.9% of fund AUM as of the prior quarter; HURN is no longer among top holdings.
On May 6, 2026, Lisanti Capital Growth reported a complete exit from Huron Consulting Group (NASDAQ:HURN), selling 45,590 shares for an estimated $6.85 million based on average quarterly pricing.
According to a May 6, 2026, SEC filing, Lisanti Capital Growth sold all 45,590 shares of Huron Consulting Group in the first quarter of 2026. The estimated value of this transaction was $6.85 million, calculated using the average closing price for the quarter. The exit resulted in a quarter-end net position change of $7.88 million, reflecting both the sale and movement in Huron Consulting Group’s share price during the period.
Huron Consulting Group is a global professional services company with a diversified client base across healthcare, education, and business sectors. It leverages domain expertise and technology-driven solutions to address complex operational, financial, and organizational challenges for its clients. The company’s scale and integrated service offerings position it as a strategic partner for organizations seeking transformation and sustained performance improvement.
Lisanti Capital Growth specializes in small-cap and small-mid cap growth stocks, building portfolios around major trends shaping business over the next few years. Exiting Huron Consulting entirely during Q1 suggests the professional services firm no longer fit their investment thesis.
Huron provides consulting across healthcare, education, and commercial sectors, helping clients with performance improvement, digital transformation, and AI integration. The company just reported Q1 earnings that beat expectations, with revenue up 12% and strong performance across all segments.
But Lisanti sold before those results came out. The stock has been volatile, hitting a new 52-week low this week despite the earnings beat. Several large institutional investors have also trimmed or exited positions recently.
For investors evaluating professional services firms, the disconnect between strong earnings and weak stock performance often signals concerns about sustainability. Growth investors like Lisanti focus on whether revenue gains can accelerate and margins can expand. If consulting demand looks choppy or margin improvements require unsustainable cost cuts, even solid quarterly results won't justify the position.
Before you buy stock in Huron Consulting Group, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Huron Consulting Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $476,034!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,274,109!*
Now, it’s worth noting Stock Advisor’s total average return is 975% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 7, 2026.
Sara Appino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Huron Consulting Group and Modine Manufacturing. The Motley Fool recommends Five Below. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
This data feed is not available at this time.