Capstone Investment Advisors
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Capstone Investment Advisors’s Hamilton Lane HLNE Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-1,938
Closed -$261K – 1796
2025
Q3 		$261K Buy
+1,938
New +$292K ﹤0.01% 1704
2024
Q3 		– Sell
-4,004
Closed -$495K – 2044
2024
Q2 		$495K Buy
+4,004
New +$468K ﹤0.01% 1312

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capstone Investment Advisors's HLNE Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Hamilton Lane (HLNE) in Q4 2025, closing a stake of 1,938 shares — an estimated $261K sold.

Capstone Investment Advisors first reported a position in HLNE in Q2 2024 and held it in 2 quarters. The position peaked at $495K in Q2 2024. 387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Hamilton Lane position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,938 Hamilton Lane shares in Q4 2025, an estimated $261K.
  • Capstone Investment Advisors first reported a position in Hamilton Lane in Q2 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Hamilton Lane position peaked at $495K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.