Position in HLI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,091,818
+$149,815 QoQ
Shares Held
8,140
+24.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#229
of 514 holders
Holding Since
Dec 2023
11 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, 2026GAMMA Investing LLC holds $32,857,365 across 42 Capital Markets names. HLI ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,612 | $10,732,658 | |
| 2 | MS |
Morgan Stanley
|
39,630 | $8,284,255 | |
| 3 | SCHW |
Schwab Charles Corp
|
55,827 | $5,151,157 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,825 | $1,988,051 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
14,396 | $1,253,027 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
8,140 | $1,091,818 | |
| 7 | SF |
Stifel Financial Corp
|
10,492 | $732,026 | |
| 8 | EVR |
Evercore Inc.
|
1,597 | $545,279 |
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,818 | 8,140 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $942,003 | 6,559 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $973,025 | 5,586 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $1,042,820 | 5,079 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $849,004 | 4,718 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $686,375 | 4,250 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $300,431 | 1,730 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $224,862 | 1,423 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $140,524 | 1,042 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $92,937 | 725 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $85,256 | 711 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||