ClearBridge Investments
HLNE icon

ClearBridge Investments’s Hamilton Lane HLNE Stock Holding History

ClearBridge 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 		$47.2M Sell
598,229
-70,458
-11% -$6.26M 0.04% 336
2026
Q1 		$66.5M Buy
668,687
+5,765
+0.9% +$708K 0.06% 269
2025
Q4 		$89M Buy
662,922
+455
+0.1% +$57.2K 0.07% 250
2025
Q3 		$89.3M Sell
662,467
-45,988
-6% -$6.94M 0.07% 256
2025
Q2 		$101M Sell
708,455
-91,275
-11% -$13.8M 0.08% 230
2025
Q1 		$119M Sell
799,730
-90,880
-10% -$13.9M 0.1% 197
2024
Q4 		$132M Sell
890,610
-171,160
-16% -$30.5M 0.11% 190
2024
Q3 		$179M Sell
1,061,770
-263,034
-20% -$38.1M 0.14% 148
2024
Q2 		$164M Sell
1,324,804
-60,845
-4% -$7.11M 0.13% 162
2024
Q1 		$156M Sell
1,385,649
-28,155
-2% -$3.18M 0.12% 178
2023
Q4 		$160M Buy
1,413,804
+179,873
+15% +$17M 0.14% 165
2023
Q3 		$112M Sell
1,233,931
-4,273
-0.3% -$381K 0.11% 195
2023
Q2 		$99M Buy
1,238,204
+81,563
+7% +$5.86M 0.09% 226
2023
Q1 		$85.6M Buy
1,156,641
+69,781
+6% +$5.16M 0.08% 233
2022
Q4 		$69.4M Buy
1,086,860
+9,513
+0.9% +$633K 0.07% 265
2022
Q3 		$64.2M Buy
1,077,347
+5,717
+0.5% +$404K 0.06% 269
2022
Q2 		$72M Buy
1,071,630
+209,377
+24% +$14.4M 0.07% 262
2022
Q1 		$66.6M Buy
862,253
+2,323
+0.3% +$194K 0.05% 303
2021
Q4 		$89.1M Buy
859,930
+976
+0.1% +$100K 0.06% 262
2021
Q3 		$72.9M Sell
858,954
-2,553
-0.3% -$229K 0.05% 286
2021
Q2 		$78.5M Buy
861,507
+129,021
+18% +$11.7M 0.05% 285
2021
Q1 		$64.9M Buy
732,486
+109,583
+18% +$9.26M 0.05% 302
2020
Q4 		$48.6M Buy
+622,903
New +$45.1M 0.04% 335

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

ClearBridge Investments's HLNE Position: Q2 2026 in Review

ClearBridge Investments reduced its Hamilton Lane (HLNE) stake by 11% in Q2 2026, selling an estimated $6.26M and leaving 598,229 shares worth $47.2M. The position accounts for 0.04% of the portfolio, ranked #336.

ClearBridge Investments first reported a position in HLNE in Q4 2020 and has held it in 23 quarters since. The position peaked at $179M in Q3 2024. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • ClearBridge Investments held 598,229 shares of Hamilton Lane worth $47.2M as of Q2 2026.
  • ClearBridge Investments sold 70,458 Hamilton Lane shares in Q2 2026, an estimated $6.26M.
  • Hamilton Lane made up 0.04% of ClearBridge Investments's portfolio in Q2 2026, its #336 holding.
  • ClearBridge Investments first reported a position in Hamilton Lane in Q4 2020 and has held it in 23 quarters since.
  • ClearBridge Investments's Hamilton Lane position peaked at $179M in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.