Covestor
HLNE icon

Covestor’s Hamilton Lane HLNE Stock Holding History

Covestor’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 		$18K Buy
211
+26
+14% +$2.42K 0.01% 1150
2026
Q2 		$15K Sell
185
-148
-44% -$13.2K 0.01% 1300
2026
Q1 		$33K Sell
333
-414
-55% -$50.8K 0.02% 916
2025
Q4 		$100K Sell
747
-141
-16% -$17.7K 0.05% 580
2025
Q3 		$120K Buy
888
+403
+83% +$60.8K 0.07% 471
2025
Q2 		$69K Buy
485
+71
+17% +$10.7K 0.04% 754
2025
Q1 		$62K Buy
414
+327
+376% +$49.8K 0.04% 750
2024
Q4 		$13K Hold
87
– – 0.01% 1387
2024
Q3 		$15K Buy
87
+1
+1% +$145 0.01% 1323
2024
Q2 		$11K Sell
86
-214
-71% -$25K 0.01% 1464
2024
Q1 		$34K Buy
300
+298
+14,900% +$33.7K 0.02% 1020
2023
Q4 		$0 Hold
2
– – ﹤0.01% 2365
2023
Q3 		$0 Sell
2
-1
-33% -$89 ﹤0.01% 2351
2023
Q2 		$0 Sell
3
-326
-99% -$23.4K ﹤0.01% 2349
2023
Q1 		$24K Buy
329
+137
+71% +$10.1K 0.02% 940
2022
Q4 		$12K Hold
192
– – 0.01% 1237
2022
Q3 		$11K Buy
192
+188
+4,700% +$13.3K 0.01% 1222
2022
Q2 		$0 Sell
4
-1
-20% -$69 ﹤0.01% 2109
2022
Q1 		$0 Sell
5
-2
-29% -$167 ﹤0.01% 2250
2021
Q4 		$1K Buy
+7
New +$719 ﹤0.01% 1776

Other funds holding HLNE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Covestor's HLNE Position: Q3 2026 in Review

Covestor increased its Hamilton Lane (HLNE) stake by 14% in Q3 2026, buying an estimated $2.42K and bringing the position to 211 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1150.

Covestor first reported a position in HLNE in Q4 2021 and has held it in 20 quarters since. The position peaked at $120K in Q3 2025. 317 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Covestor held 211 shares of Hamilton Lane worth $18K as of Q3 2026.
  • Covestor bought 26 Hamilton Lane shares in Q3 2026, an estimated $2.42K.
  • Hamilton Lane made up 0.01% of Covestor's portfolio in Q3 2026, its #1150 holding.
  • Covestor first reported a position in Hamilton Lane in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Hamilton Lane position peaked at $120K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.