Baird Financial Group
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Baird Financial Group’s Hamilton Lane HLNE Stock Holding History

Baird Financial Group’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 		$434K Buy
+5,506
New +$490K ﹤0.01% 1595
2024
Q4 		– Sell
-1,222
Closed -$206K – 1781
2024
Q3 		$206K Buy
+1,222
New +$177K ﹤0.01% 1656

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Baird Financial Group's HLNE Position: Q2 2026 in Review

Baird Financial Group opened a new position in Hamilton Lane (HLNE) in Q2 2026: 5,506 shares worth $434K. The stake represents ﹤0.01% of the portfolio and ranks #1595 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in HLNE as recently as Q3 2024.

Baird Financial Group first reported a position in HLNE in Q3 2024 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Baird Financial Group held 5,506 shares of Hamilton Lane worth $434K as of Q2 2026.
  • Hamilton Lane was a new Baird Financial Group position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1595 holding.
  • Baird Financial Group first reported a position in Hamilton Lane in Q3 2024 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.