Position in HLI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,527,619
+$1,211,029 QoQ
Shares Held
26,300
+63.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#141
of 514 holders
Holding Since
Dec 2021
15 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, 2026VELA Investment Management, LLC holds $4,672,689 across 2 Capital Markets names. HLI ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
26,300 | $3,527,619 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,410 | $1,145,070 |
All Filings in HLI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,527,619 | 26,300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,316,590 | 16,130 | Shares | Sole | 2026-05-08 | |
| 2024-12-31 | $813,423 | 4,684 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $740,165 | 4,684 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,453,521 | 10,778 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,381,631 | 10,778 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,449,951 | 12,092 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,295,295 | 12,092 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,267,707 | 12,895 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,128,183 | 12,895 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $520,345 | 5,970 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $628,443 | 8,337 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $658,039 | 8,337 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $731,461 | 8,331 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $451,968 | 4,366 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||