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
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 $5.72T 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 $240B 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

Caitlin John's HLNE Position: Q1 2026 in Review

Caitlin John reduced its Hamilton Lane (HLNE) stake by 15% in Q1 2026, selling an estimated $48.6K and leaving 2,222 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #152.

Caitlin John first reported a position in HLNE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q3 2024. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Caitlin John held 2,222 shares of Hamilton Lane worth $221K as of Q1 2026.
  • Caitlin John sold 396 Hamilton Lane shares in Q1 2026, an estimated $48.6K.
  • Hamilton Lane made up 0.13% of Caitlin John's portfolio in Q1 2026, its #152 holding.
  • Caitlin John first reported a position in Hamilton Lane in Q3 2024 and has held it in 7 quarters since.
  • Caitlin John's Hamilton Lane position peaked at $1.86M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.