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Copeland Capital Management’s Hamilton Lane HLNE Stock Holding History

Copeland 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
Q2 		$38.3M Sell
486,440
-19,366
-4% -$1.72M 0.79% 47
2026
Q1 		$50.3M Sell
505,806
-18,360
-4% -$2.25M 1.12% 36
2025
Q4 		$70.4M Buy
524,166
+28,981
+6% +$3.64M 1.57% 12
2025
Q3 		$66.7M Sell
495,185
-25,851
-5% -$3.9M 1.39% 18
2025
Q2 		$74M Sell
521,036
-243,853
-32% -$36.8M 1.52% 14
2025
Q1 		$114M Sell
764,889
-18,698
-2% -$2.85M 2.28% 3
2024
Q4 		$116M Sell
783,587
-79,810
-9% -$14.2M 2.16% 3
2024
Q3 		$145M Buy
863,397
+7,106
+0.8% +$1.03M 2.53% 1
2024
Q2 		$106M Buy
856,291
+5,049
+0.6% +$590K 1.98% 3
2024
Q1 		$96M Sell
851,242
-100,220
-11% -$11.3M 1.74% 7
2023
Q4 		$108M Sell
951,462
-25,699
-3% -$2.43M 2.16% 2
2023
Q3 		$88.4M Buy
977,161
+5,340
+0.5% +$476K 1.9% 4
2023
Q2 		$77.7M Buy
971,821
+121,186
+14% +$8.7M 1.6% 15
2023
Q1 		$62.9M Buy
850,635
+66,870
+9% +$4.94M 1.48% 26
2022
Q4 		$50.1M Buy
783,765
+94,076
+14% +$6.26M 1.32% 30
2022
Q3 		$41.1M Buy
689,689
+5,305
+0.8% +$375K 1.36% 22
2022
Q2 		$46M Buy
684,384
+50,881
+8% +$3.51M 1.46% 22
2022
Q1 		$49M Buy
633,503
+65,963
+12% +$5.5M 1.35% 31
2021
Q4 		$58.8M Buy
567,540
+8,418
+2% +$864K 1.53% 16
2021
Q3 		$47.4M Buy
559,122
+150,312
+37% +$13.5M 1.35% 27
2021
Q2 		$37.3M Buy
408,810
+264,157
+183% +$23.9M 1.12% 42
2021
Q1 		$12.8M Buy
+144,653
New +$12.2M 0.4% 80

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 40.89% 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

Copeland Capital Management's HLNE Position: Q2 2026 in Review

Copeland Capital Management reduced its Hamilton Lane (HLNE) stake by 3.8% in Q2 2026, selling an estimated $1.72M and leaving 486,440 shares worth $38.3M. The position accounts for 0.79% of the portfolio, ranked #47.

Copeland Capital Management first reported a position in HLNE in Q1 2021 and has held it in 22 quarters since. The position peaked at $145M in Q3 2024. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Copeland Capital Management held 486,440 shares of Hamilton Lane worth $38.3M as of Q2 2026.
  • Copeland Capital Management sold 19,366 Hamilton Lane shares in Q2 2026, an estimated $1.72M.
  • Hamilton Lane made up 0.79% of Copeland Capital Management's portfolio in Q2 2026, its #47 holding.
  • Copeland Capital Management first reported a position in Hamilton Lane in Q1 2021 and has held it in 22 quarters since.
  • Copeland Capital Management's Hamilton Lane position peaked at $145M in Q3 2024.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.