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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
Q2 		$421K Sell
3,142
-10
-0.3% -$1.48K 0.15% 196
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Optimize Financial's HLI Position: Q2 2026 in Review

Optimize Financial reduced its Houlihan Lokey (HLI) stake by 0.32% in Q2 2026, selling an estimated $1.48K and leaving 3,142 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #196.

Optimize Financial first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Optimize Financial held 3,142 shares of Houlihan Lokey worth $421K as of Q2 2026.
  • Optimize Financial sold 10 Houlihan Lokey shares in Q2 2026, an estimated $1.48K.
  • Houlihan Lokey made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #196 holding.
  • Optimize Financial first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Houlihan Lokey position peaked at $470K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.