Congress Asset Management’s Hamilton Lane HLNE Stock Holding History

Congress Asset 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 Q3	$11.2M	Buy	128,545 +23,447	+22%	+$2.18M	0.07%	218
2026 Q2	$8.28M	Sell	105,098 -21,712	-17%	-$1.93M	0.05%	230
2026 Q1	$12.6M	Buy	126,810 +28,422	+29%	+$3.49M	0.09%	189
2025 Q4	$13.2M	Sell	98,388 -1,144	-1%	-$144K	0.09%	180
2025 Q3	$13.4M	Sell	99,532 -534	-0.5%	-$80.6K	0.09%	175
2025 Q2	$14.2M	Buy	100,066 +1,118	+1%	+$169K	0.1%	166
2025 Q1	$14.7M	Sell	98,948 -78	-0.1%	-$11.9K	0.11%	157
2024 Q4	$14.7M	Sell	99,026 -420	-0.4%	-$74.8K	0.1%	164
2024 Q3	$16.7M	Buy	99,446 +67	+0.1%	+$9.7K	0.11%	143
2024 Q2	$12.3M	Buy	+99,379	New	+$11.6M	0.09%	168

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Congress Asset Management's HLNE Position: Q3 2026 in Review

Congress Asset Management increased its Hamilton Lane (HLNE) stake by 22% in Q3 2026, buying an estimated $2.18M and bringing the position to 128,545 shares worth $11.2M. The position accounts for 0.07% of the portfolio, ranked #218.

Congress Asset Management first reported a position in HLNE in Q2 2024 and has held it in 10 quarters since. The position peaked at $16.7M in Q3 2024. 17 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

Congress Asset Management held 128,545 shares of Hamilton Lane worth $11.2M as of Q3 2026.
Congress Asset Management bought 23,447 Hamilton Lane shares in Q3 2026, an estimated $2.18M.
Hamilton Lane made up 0.07% of Congress Asset Management's portfolio in Q3 2026, its #218 holding.
Congress Asset Management first reported a position in Hamilton Lane in Q2 2024 and has held it in 10 quarters since.
Congress Asset Management's Hamilton Lane position peaked at $16.7M in Q3 2024.
17 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.