Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,509
-$1,310 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 514 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FWL INVESTMENT MANAGEMENT, LLC holds $16,549,475 across 8 Capital Markets names. HLI ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
179,936 | $8,228,473 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,609 | $3,650,034 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
47,687 | $2,986,636 | |
| 4 | SCHW |
Schwab Charles Corp
|
17,504 | $1,615,094 | |
| 5 | MS |
Morgan Stanley
|
237 | $49,542 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
138 | $18,509 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
30 | $921 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
20 | $266 |
All Filings in HLI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,509 | 138 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,819 | 138 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,038 | 138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,334 | 138 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $24,833 | 138 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,287 | 138 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,965 | 138 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,806 | 138 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||