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Optimize Financial’s Houlihan Lokey HLI Stock Holding History

Optimize Financial’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
Q1 		$453K Buy
3,152
+830
+36% +$137K 0.22% 145
2025
Q4 		$404K Buy
2,322
+32
+1% +$5.87K 0.2% 209
2025
Q3 		$470K Buy
+2,290
New +$449K 0.24% 129

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's HLI Position: Q1 2026 in Review

Optimize Financial increased its Houlihan Lokey (HLI) stake by 36% in Q1 2026, buying an estimated $137K and bringing the position to 3,152 shares worth $453K. The position accounts for 0.22% of the portfolio, ranked #145.

Optimize Financial first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $470K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Optimize Financial held 3,152 shares of Houlihan Lokey worth $453K as of Q1 2026.
  • Optimize Financial bought 830 Houlihan Lokey shares in Q1 2026, an estimated $137K.
  • Houlihan Lokey made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #145 holding.
  • Optimize Financial first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Houlihan Lokey position peaked at $470K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.