Optimize Financial Inc

Position in HLI — Houlihan Lokey, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in HLI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$452,690

+$48,221 QoQ

Shares Held

3,152

+35.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Optimize Financial Inc holds $2,668,669 across 6 Capital Markets names. HLI ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	580	$490,674
2	MS	Morgan Stanley	2,972	$489,102
3	HLI	Houlihan Lokey, Inc. This page	3,152	$452,690
4	TW	Tradeweb Markets Inc.	3,823	$449,814
5	MKTX	Marketaxess Holdings Inc	2,559	$422,183
6	GOLD	Gold.com, Inc.	9,087	$364,206

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$452,690	3,152	+35.7%	Shares	Sole	2026-05-12
2025-12-31	$404,469	2,322	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$470,182	2,290	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.