Position in HLI
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$942,003
-$31,022 QoQ
Shares Held
6,559
+17.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GAMMA Investing LLC holds $24,797,736 across 41 Capital Markets names. HLI ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,561 | $8,088,510 | |
| 2 | MS |
Morgan Stanley
|
35,107 | $5,777,558 | |
| 3 | SCHW |
Schwab Charles Corp
|
46,331 | $4,354,187 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
14,553 | $1,008,522 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
6,559 | $942,003 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
12,708 | $852,325 | |
| 7 | SF |
Stifel Financial Corp
|
10,180 | $752,505 | |
| 8 | EVR |
Evercore Inc.
|
1,449 | $432,540 |
All Filings in HLI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||