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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
Q2 		$581K Sell
7,373
-9,724
-57% -$865K 0.01% 1443
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atria Investments's HLNE Position: Q2 2026 in Review

Atria Investments reduced its Hamilton Lane (HLNE) stake by 57% in Q2 2026, selling an estimated $865K and leaving 7,373 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #1443.

Atria Investments first reported a position in HLNE in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.83M in Q2 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Atria Investments held 7,373 shares of Hamilton Lane worth $581K as of Q2 2026.
  • Atria Investments sold 9,724 Hamilton Lane shares in Q2 2026, an estimated $865K.
  • Hamilton Lane made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1443 holding.
  • Atria Investments first reported a position in Hamilton Lane in Q4 2021 and has held it in 10 quarters since.
  • Atria Investments's Hamilton Lane position peaked at $1.83M in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.