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 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 $15.3B AUM 25.06% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Congress Asset Management's HLNE Position: Q2 2026 in Review

Congress Asset Management reduced its Hamilton Lane (HLNE) stake by 17% in Q2 2026, selling an estimated $1.93M and leaving 105,098 shares worth $8.28M. The position accounts for 0.05% of the portfolio, ranked #230.

Congress Asset Management first reported a position in HLNE in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.7M in Q3 2024. 66 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

Congress Asset Management held 105,098 shares of Hamilton Lane worth $8.28M as of Q2 2026.
Congress Asset Management sold 21,712 Hamilton Lane shares in Q2 2026, an estimated $1.93M.
Hamilton Lane made up 0.05% of Congress Asset Management's portfolio in Q2 2026, its #230 holding.
Congress Asset Management first reported a position in Hamilton Lane in Q2 2024 and has held it in 9 quarters since.
Congress Asset Management's Hamilton Lane position peaked at $16.7M in Q3 2024.
66 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.