CX Institutional
HLNE icon

CX Institutional’s Hamilton Lane HLNE Stock Holding History

CX Institutional’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 		$1K Hold
13
– – ﹤0.01% 1622
2026
Q2 		$1K Sell
13
-106
-89% -$9.42K ﹤0.01% 1524
2026
Q1 		$12K Buy
119
+95
+396% +$11.7K ﹤0.01% 1250
2025
Q4 		$3K Buy
+24
New +$3.02K ﹤0.01% 1323

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

CX Institutional's HLNE Position: Q3 2026 in Review

CX Institutional held its Hamilton Lane (HLNE) position steady in Q3 2026 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

CX Institutional first reported a position in HLNE in Q4 2025 and has held it in 4 quarters since. The position peaked at $12K in Q1 2026. 74 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • CX Institutional held 13 shares of Hamilton Lane worth $1K as of Q3 2026.
  • CX Institutional left its Hamilton Lane share count unchanged in Q3 2026.
  • Hamilton Lane made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1622 holding.
  • CX Institutional first reported a position in Hamilton Lane in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's Hamilton Lane position peaked at $12K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.