Caprock Group, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1610769 BOISE, ID

Position in HLI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$330,093

-$175,736 QoQ

Shares Held

2,461

-30.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#321

of 514 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caprock Group, LLC holds $65,881,486 across 12 Capital Markets names. HLI ranks #10 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	26,597	$26,899,407
2	MS	Morgan Stanley	57,352	$11,988,862
3	MIAX	Miami International Holdings, Inc.	259,873	$9,656,880
4	HOOD	Robinhood Markets, Inc.	72,574	$7,277,720
5	SCHW	Schwab Charles Corp	73,931	$6,821,613
6	IBKR	Interactive Brokers Group, Inc.	10,384	$903,823
7	NMR	Nomura Holdings Inc	70,724	$620,956
8	WULF	Terawulf Inc.	16,174	$399,497

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,093	2,461	-30.1%	Shares	Sole	2026-07-27
2026-03-31	$505,829	3,522	+28.5%	Shares	Sole	2026-05-11
2025-12-31	$477,454	2,741	-30.1%	Shares	Sole	2026-01-28
2025-09-30	$805,675	3,924	-12.6%	Shares	Sole	2025-11-06
2025-03-31	$725,458	4,492	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$763,062	4,394	+0.4%	Shares	Sole	2025-01-23
2024-09-30	$691,811	4,378	-0.5%	Shares	Sole	2024-11-07
2024-06-30	$593,384	4,400	-0.7%	Shares	Sole	2024-08-06
2024-03-31	$567,881	4,430	-9.0%	Shares	Sole	2024-04-29
2023-12-31	$583,841	4,869	0.0%	Shares	Sole	2024-01-18
2023-09-30	$521,567	4,869	0.0%	Shares	Sole	2023-10-18
2023-06-30	$478,671	4,869	0.0%	Shares	Sole	2023-08-10
2023-03-31	$425,988	4,869	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.