Aquatic Capital Management LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1803916 CHICAGO, IL

Position in HLI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,191,879

+$881,086 QoQ

Shares Held

8,886

+310.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#219

of 514 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aquatic Capital Management LLC holds $93,938,944 across 22 Capital Markets names. HLI ranks #15 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	173,132	$17,361,676
2	CRCL	Circle Internet Group, Inc.	267,827	$16,774,005
3	SCHW	Schwab Charles Corp	138,025	$12,735,566
4	LPLA	LPL Financial Holdings Inc.	37,707	$10,621,307
5	GS	Goldman Sachs Group Inc	7,454	$7,538,751
6	VIRT	Virtu Financial, Inc.	69,861	$4,161,619
7	PIPR	Piper Sandler Companies	49,252	$3,562,889
8	SF	Stifel Financial Corp	48,833	$3,407,078

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,191,879	8,886	+310.6%	Shares	Sole	2026-08-14
2026-03-31	$310,793	2,164	-47.3%	Shares	Sole	2026-05-15
2025-12-31	$715,398	4,107	-17.8%	Shares	Sole	2026-02-17
2025-09-30	$1,025,778	4,996	-83.2%	Shares	Sole	2025-11-14
2025-06-30	$5,340,376	29,677	+306.5%	Shares	Sole	2025-08-14
2025-03-31	$1,179,111	7,301	-37.5%	Shares	Sole	2025-05-15
2024-12-31	$2,028,522	11,681	+178.1%	Shares	Sole	2025-02-14
2024-06-30	$566,412	4,200	+250.0%	Shares	Sole	2024-08-14
2023-12-31	$143,892	1,200	-7.7%	Shares	Sole	2024-02-14
2023-09-30	$139,256	1,300	+225.0%	Shares	Sole	2023-11-14
2023-06-30	$39,324	400	-50.0%	Shares	Sole	2023-08-14
2022-03-31	$70,240	800	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.