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Concurrent Investment Advisors’s Hamilton Lane HLNE Stock Holding History

Concurrent 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
2026
Q2 		$245K Buy
3,104
+876
+39% +$77.9K ﹤0.01% 1817
2026
Q1 		$221K Buy
2,228
+474
+27% +$58.2K ﹤0.01% 1689
2025
Q4 		$235K Buy
+1,754
New +$221K ﹤0.01% 1547

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Concurrent Investment Advisors's HLNE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Hamilton Lane (HLNE) stake by 39% in Q2 2026, buying an estimated $77.9K and bringing the position to 3,104 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Concurrent Investment Advisors first reported a position in HLNE in Q4 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Concurrent Investment Advisors held 3,104 shares of Hamilton Lane worth $245K as of Q2 2026.
  • Concurrent Investment Advisors bought 876 Hamilton Lane shares in Q2 2026, an estimated $77.9K.
  • Hamilton Lane made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1817 holding.
  • Concurrent Investment Advisors first reported a position in Hamilton Lane in Q4 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.