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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing's HLI Position: Q2 2026 in Review

GAMMA Investing increased its Houlihan Lokey (HLI) stake by 24% in Q2 2026, buying an estimated $233K and bringing the position to 8,140 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #371.

GAMMA Investing first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • GAMMA Investing held 8,140 shares of Houlihan Lokey worth $1.09M as of Q2 2026.
  • GAMMA Investing bought 1,581 Houlihan Lokey shares in Q2 2026, an estimated $233K.
  • Houlihan Lokey made up 0.04% of GAMMA Investing's portfolio in Q2 2026, its #371 holding.
  • GAMMA Investing first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.