GI
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GAMMA Investing’s Houlihan Lokey HLI Stock Holding History

GAMMA Investing’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.57M Buy
12,464
+4,324
+53% +$575K 0.05% 284
2026
Q2 		$1.09M Buy
8,140
+1,581
+24% +$233K 0.04% 371
2026
Q1 		$942K Buy
6,559
+973
+17% +$160K 0.04% 358
2025
Q4 		$973K Buy
5,586
+507
+10% +$93.1K 0.05% 321
2025
Q3 		$1.04M Buy
5,079
+361
+8% +$70.8K 0.06% 278
2025
Q2 		$849K Buy
4,718
+468
+11% +$78.6K 0.05% 316
2025
Q1 		$686K Buy
4,250
+2,520
+146% +$433K 0.05% 328
2024
Q4 		$300K Buy
1,730
+307
+22% +$54.1K 0.03% 544
2024
Q3 		$225K Buy
1,423
+381
+37% +$56.9K 0.02% 564
2024
Q2 		$141K Buy
1,042
+317
+44% +$41.5K 0.02% 620
2024
Q1 		$92.9K Buy
725
+14
+2% +$1.73K 0.02% 681
2023
Q4 		$85.2K Buy
+711
New +$77.1K 0.02% 613

Other funds holding HLI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

GAMMA Investing's HLI Position: Q3 2026 in Review

GAMMA Investing increased its Houlihan Lokey (HLI) stake by 53% in Q3 2026, buying an estimated $575K and bringing the position to 12,464 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #284.

GAMMA Investing first reported a position in HLI in Q4 2023 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • GAMMA Investing held 12,464 shares of Houlihan Lokey worth $1.57M as of Q3 2026.
  • GAMMA Investing bought 4,324 Houlihan Lokey shares in Q3 2026, an estimated $575K.
  • Houlihan Lokey made up 0.05% of GAMMA Investing's portfolio in Q3 2026, its #284 holding.
  • GAMMA Investing first reported a position in Houlihan Lokey in Q4 2023 and has held it in 12 quarters since.
  • 22 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.