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Vise Technologies’s Houlihan Lokey HLI Stock Holding History

Vise Technologies’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 		$334K Hold
1,919
– – 0.01% 1085
2025
Q4 		$334K Buy
1,919
+685
+56% +$126K 0.01% 1091
2025
Q3 		$253K Buy
1,234
+121
+11% +$23.7K 0.01% 990
2025
Q2 		$200K Buy
+1,113
New +$187K 0.01% 994

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

Vise Technologies's HLI Position: Q1 2026 in Review

Vise Technologies held its Houlihan Lokey (HLI) position steady in Q1 2026 at 1,919 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1085.

Vise Technologies first reported a position in HLI in Q2 2025 and has held it in 4 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Vise Technologies held 1,919 shares of Houlihan Lokey worth $334K as of Q1 2026.
  • Vise Technologies left its Houlihan Lokey share count unchanged in Q1 2026.
  • Houlihan Lokey made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1085 holding.
  • Vise Technologies first reported a position in Houlihan Lokey in Q2 2025 and has held it in 4 quarters since.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.