C
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
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 $6.73T 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

Covestor's HLNE Position: Q2 2026 in Review

Covestor reduced its Hamilton Lane (HLNE) stake by 44% in Q2 2026, selling an estimated $13.2K and leaving 185 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1300.

Covestor first reported a position in HLNE in Q4 2021 and has held it in 19 quarters since. The position peaked at $120K in Q3 2025. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Covestor held 185 shares of Hamilton Lane worth $15K as of Q2 2026.
  • Covestor sold 148 Hamilton Lane shares in Q2 2026, an estimated $13.2K.
  • Hamilton Lane made up 0.01% of Covestor's portfolio in Q2 2026, its #1300 holding.
  • Covestor first reported a position in Hamilton Lane in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Hamilton Lane position peaked at $120K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.