CJ
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Caitlin John’s Hamilton Lane HLNE Stock Holding History

Caitlin John’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 		$243K Buy
3,080
+858
+39% +$76.3K 0.13% 186
2026
Q1 		$221K Sell
2,222
-396
-15% -$48.6K 0.13% 152
2025
Q4 		$352K Sell
2,618
-6,061
-70% -$762K 0.23% 104
2025
Q3 		$1.17M Buy
8,679
+424
+5% +$64K 0.81% 42
2025
Q2 		$1.17M Buy
8,255
+4,196
+103% +$633K 1.07% 35
2025
Q1 		$603K Sell
4,059
-6,164
-60% -$939K 0.59% 50
2024
Q4 		$1.51M Buy
10,223
+466
+5% +$83K 1% 37
2024
Q3 		$1.86M Buy
+9,757
New +$1.41M 1.16% 27

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 40.89% 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

Caitlin John's HLNE Position: Q2 2026 in Review

Caitlin John increased its Hamilton Lane (HLNE) stake by 39% in Q2 2026, buying an estimated $76.3K and bringing the position to 3,080 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #186.

Caitlin John first reported a position in HLNE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q3 2024. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Caitlin John held 3,080 shares of Hamilton Lane worth $243K as of Q2 2026.
  • Caitlin John bought 858 Hamilton Lane shares in Q2 2026, an estimated $76.3K.
  • Hamilton Lane made up 0.13% of Caitlin John's portfolio in Q2 2026, its #186 holding.
  • Caitlin John first reported a position in Hamilton Lane in Q3 2024 and has held it in 8 quarters since.
  • Caitlin John's Hamilton Lane position peaked at $1.86M in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.