CoreCap Advisors
HLNE icon

CoreCap Advisors’s Hamilton Lane HLNE Stock Holding History

CoreCap 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
Q3 		$869 Sell
10
-110
-92% -$10.2K ﹤0.01% 2697
2026
Q2 		$9.46K Buy
120
+19
+19% +$1.69K ﹤0.01% 2083
2026
Q1 		$10K Buy
101
+75
+288% +$9.21K ﹤0.01% 1949
2025
Q4 		$3.49K Buy
26
+6
+30% +$754 ﹤0.01% 2326
2025
Q3 		$2.7K Sell
20
-2
-9% -$302 ﹤0.01% 2319
2025
Q2 		$3.13K Buy
+22
New +$3.32K ﹤0.01% 2232

Other funds holding HLNE

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CoreCap Advisors's HLNE Position: Q3 2026 in Review

CoreCap Advisors reduced its Hamilton Lane (HLNE) stake by 92% in Q3 2026, selling an estimated $10.2K and leaving 10 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

CoreCap Advisors first reported a position in HLNE in Q2 2025 and has held it in 6 quarters since. The position peaked at $10K in Q1 2026. 74 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • CoreCap Advisors held 10 shares of Hamilton Lane worth $869 as of Q3 2026.
  • CoreCap Advisors sold 110 Hamilton Lane shares in Q3 2026, an estimated $10.2K.
  • Hamilton Lane made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2697 holding.
  • CoreCap Advisors first reported a position in Hamilton Lane in Q2 2025 and has held it in 6 quarters since.
  • CoreCap Advisors's Hamilton Lane position peaked at $10K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.