Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,157,853
-$15,915,558 QoQ
Shares Held
463,415
-14.8% QoQ
Ownership
0.663%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#31
of 517 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $719,011,744 across 10 Capital Markets names. HLI ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
793,061 | $223,389,422 | |
| 2 | MS |
Morgan Stanley
|
940,560 | $196,614,662 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
955,544 | $95,821,952 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
463,415 | $62,157,853 | |
| 5 | MRX |
Marex Group Ltd
|
688,665 | $41,974,131 | |
| 6 | WULF |
Terawulf Inc.
|
1,336,673 | $33,015,823 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
1,013,804 | $27,757,953 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
700,741 | $26,039,535 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,157,853 | 463,415 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $78,073,411 | 543,611 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $90,579,148 | 520,002 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $83,422,747 | 406,306 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $62,177,043 | 345,524 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,235,512 | 286,288 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||