Position in HLI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$275,606
-$58,664 QoQ
Shares Held
1,919
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vise Technologies, Inc. holds $49,559,365 across 19 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,359 | $16,545,001 | |
| 2 | MS |
Morgan Stanley
|
73,977 | $15,464,152 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,754 | $4,590,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
28,986 | $2,522,941 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
20,829 | $2,088,732 | |
| 6 | NMR |
Nomura Holdings Inc
|
153,947 | $1,351,654 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
3,626 | $1,021,371 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
19,892 | $994,202 |
All Filings in HLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,606 | 1,919 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $334,270 | 1,919 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $253,364 | 1,234 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $200,284 | 1,113 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||