$HLLY

$2.58 +$0.02 (0.78%) Close

$HLLY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 121.2M shares outstanding

Who owns HLLY?

By type of holder

Institutions 60.7% Insiders 39.3% Everyone else 0.0%

Concentration Top 10 holders own 222.2%

Coady James D. 65.9% · Sentinel Partners V, L.P. 20.3%

Institutional ownership

60.7%

+1.2 pts vs last qtr

Institutional holders

131

-8 vs last qtr

Net shares bought

+1.4M

by institutions in Q2 2026

New / sold out

19 / 27

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wasatch Advisors LP +1.3M
Goldman Sachs Group Inc +861.8K

Biggest sellers in Q2 2026

Algert Global LLC SOLD OUT −709.2K
Millennium Management LLC SOLD OUT −694.9K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Holley Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+75.8%

+11.94% a year

Each share's claim on the business

−43.1%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years55% 1–3 years27% Under 1 year18%

Quarterly turnover

9.4%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting HLLY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AG Allspring Global Investments Holdings, LLC	9.8M	8.09%	−16.5K (−0.2%)	2021	0.0%
Shares held by quarter Peak holding10.6M (Q2'25) Change over 8 quarters−401.8K Share of the company8.090% Allspring Global Investments Holdings, LLC's full portfolio →
BP Boston Partners	7.0M	5.78%	+391.0K (+5.9%)	2024	0.0%
Shares held by quarter Peak holding7.7M (Q3'25) Change over 8 quarters+7.0M Share of the company5.780% Boston Partners's full portfolio →

Allspring Global Investments Holdings, LLC

9.8M

% of company

8.09%

Change vs last qtr

−16.5K (−0.2%)

Held since

2021

Boston Partners

7.0M

% of company

5.78%

Change vs last qtr

+391.0K (+5.9%)

Held since

2024

28 more super investors behind a free account

See every manager holding Holley Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HLLY on Form N-PORT; together they hold 26.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
BS Baron Small Cap Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	$8.29M	3.3M	2.68%	0.29%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.17M	2.4M	1.99%	0.00%	June 30, 2026

Baron Small Cap Fund

BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)

Position value

$8.29M

% of company

2.68%

% of the fund

0.29%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.17M

% of company

1.99%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Holley Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CJ Coady James D. Insider	79.9M	65.94%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company65.940% Coady James D.'s insider activity →
SP Sentinel Partners V, L.P. 5%+ holder 13D · 20.5%	24.7M	20.34%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company20.340% Disclosed stake13D · 20.5% View the 13D/G filing →

Coady James D.

Insider

79.9M

% of company

65.94%

Change vs last qtr

—

Held since

—

Sentinel Partners V, L.P.

5%+ holder13D · 20.5%

24.7M

% of company

20.34%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Holley Inc..

Comments