AI
HLNE icon

Atria Investments’s Hamilton Lane HLNE Stock Holding History

Atria Investments’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.7M Buy
17,097
+6,428
+60% +$789K 0.02% 787
2025
Q4 		$1.43M Sell
10,669
-1,530
-13% -$192K 0.02% 886
2025
Q3 		$1.64M Sell
12,199
-703
-5% -$106K 0.02% 805
2025
Q2 		$1.83M Buy
12,902
+9,233
+252% +$1.39M 0.02% 762
2025
Q1 		$546K Buy
3,669
+530
+17% +$80.8K 0.01% 1310
2024
Q4 		$465K Sell
3,139
-376
-11% -$67K 0.01% 1364
2024
Q3 		$592K Sell
3,515
-639
-15% -$92.5K 0.01% 1241
2024
Q2 		$513K Buy
+4,154
New +$486K 0.01% 1283
2022
Q1 		– Sell
-10,890
Closed -$1.13M – 894
2021
Q4 		$1.13M Buy
+10,890
New +$1.12M 0.02% 785

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return