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Dundas Partners’s Hamilton Lane HLNE Stock Holding History

Dundas Partners’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 		– Sell
-2,167
Closed -$215K – 38
2026
Q1 		$215K Sell
2,167
-407
-16% -$50K 0.02% 42
2025
Q4 		$346K Hold
2,574
– – 0.02% 43
2025
Q3 		$347K Buy
+2,574
New +$388K 0.02% 41

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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State Street
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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

Dundas Partners's HLNE Position: Q2 2026 in Review

Dundas Partners sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,167 shares — an estimated $215K sold.

Dundas Partners first reported a position in HLNE in Q3 2025 and held it in 3 quarters. The position peaked at $347K in Q3 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Dundas Partners reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Dundas Partners sold 2,167 Hamilton Lane shares in Q2 2026, an estimated $215K.
  • Dundas Partners first reported a position in Hamilton Lane in Q3 2025 and held it in 3 quarters.
  • Dundas Partners's Hamilton Lane position peaked at $347K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Dundas Partners's 13F filing for Q2 2026, filed 14 Aug 2026.