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IEQ Capital’s Holley HLLY Stock Holding History

IEQ Capital’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.4K Buy
27,477
+10,551
+62% +$40K ﹤0.01% 1812
2025
Q4 		$69.9K Buy
16,926
+1,055
+7% +$3.8K ﹤0.01% 1790
2025
Q3 		$49.8K Buy
15,871
+2,541
+19% +$7.57K ﹤0.01% 1801
2025
Q2 		$26.7K Buy
+13,330
New +$28.3K ﹤0.01% 1790

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

IEQ Capital's HLLY Position: Q1 2026 in Review

IEQ Capital increased its Holley (HLLY) stake by 62% in Q1 2026, buying an estimated $40K and bringing the position to 27,477 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

IEQ Capital first reported a position in HLLY in Q2 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • IEQ Capital held 27,477 shares of Holley worth $84.4K as of Q1 2026.
  • IEQ Capital bought 10,551 Holley shares in Q1 2026, an estimated $40K.
  • Holley made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1812 holding.
  • IEQ Capital first reported a position in Holley in Q2 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.