Optiver Holding
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Optiver Holding’s Houlihan Lokey HLI Stock Holding History

Optiver Holding’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 		$5.77K Buy
+43
New +$6.34K ﹤0.01% 1934
2026
Q1 		– Sell
-17
Closed -$2.96K – 2500
2025
Q4 		$2.96K Sell
17
-95
-85% -$17.4K ﹤0.01% 1763
2025
Q3 		$23K Sell
112
-64
-36% -$12.5K ﹤0.01% 937
2025
Q2 		$31.7K Buy
176
+2
+1% +$336 ﹤0.01% 718
2025
Q1 		$28.1K Buy
+174
New +$29.9K ﹤0.01% 612

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

Optiver Holding's HLI Position: Q2 2026 in Review

Optiver Holding opened a new position in Houlihan Lokey (HLI) in Q2 2026: 43 shares worth $5.77K. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings. This is a return to the name: Optiver Holding previously reported a position in HLI as recently as Q4 2025.

Optiver Holding first reported a position in HLI in Q1 2025 and has held it in 5 quarters since. The position peaked at $31.7K in Q2 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Optiver Holding held 43 shares of Houlihan Lokey worth $5.77K as of Q2 2026.
  • Houlihan Lokey was a new Optiver Holding position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Optiver Holding's portfolio in Q2 2026, its #1934 holding.
  • Optiver Holding first reported a position in Houlihan Lokey in Q1 2025 and has held it in 5 quarters since.
  • Optiver Holding's Houlihan Lokey position peaked at $31.7K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.