Position in HLI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$259,005
-$32,112 QoQ
Shares Held
1,931
-4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#348
of 514 holders
Holding Since
Dec 2024
7 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, 2026VISTA FINANCE, LLC holds $259,005 across 1 Capital Markets name. HLI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
1,931 | $259,005 |
All Filings in HLI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,005 | 1,931 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $291,117 | 2,027 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $369,805 | 2,123 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $457,452 | 2,228 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $400,928 | 2,228 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $345,771 | 2,141 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $347,667 | 2,002 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||