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Coldstream Capital Management’s Hamilton Lane HLNE Stock Holding History

Coldstream Capital Management’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 		$281K Buy
2,826
+207
+8% +$25.4K ﹤0.01% 969
2025
Q4 		$352K Buy
+2,619
New +$329K ﹤0.01% 847
2025
Q3 		– Sell
-1,544
Closed -$219K – 1233
2025
Q2 		$219K Sell
1,544
-700
-31% -$106K ﹤0.01% 1034
2025
Q1 		$334K Sell
2,244
-34
-1% -$5.18K 0.01% 772
2024
Q4 		$337K Sell
2,278
-379
-14% -$67.5K 0.01% 776
2024
Q3 		$449K Sell
2,657
-108
-4% -$15.6K 0.01% 652
2024
Q2 		$342K Sell
2,765
-1
-0% -$117 0.01% 712
2024
Q1 		$312K Buy
+2,766
New +$312K 0.01% 754

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 $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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's HLNE Position: Q1 2026 in Review

Coldstream Capital Management increased its Hamilton Lane (HLNE) stake by 7.9% in Q1 2026, buying an estimated $25.4K and bringing the position to 2,826 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Coldstream Capital Management first reported a position in HLNE in Q1 2024 and has held it in 8 quarters since. The position peaked at $449K in Q3 2024. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Coldstream Capital Management held 2,826 shares of Hamilton Lane worth $281K as of Q1 2026.
  • Coldstream Capital Management bought 207 Hamilton Lane shares in Q1 2026, an estimated $25.4K.
  • Hamilton Lane made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #969 holding.
  • Coldstream Capital Management first reported a position in Hamilton Lane in Q1 2024 and has held it in 8 quarters since.
  • Coldstream Capital Management's Hamilton Lane position peaked at $449K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.