EP
HLNE icon

Edgestream Partners’s Hamilton Lane HLNE Stock Holding History

Edgestream 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
Q1 		$233K Buy
+2,349
New +$288K 0.01% 839
2025
Q4 		– Sell
-17,697
Closed -$2.39M – 1032
2025
Q3 		$2.39M Buy
17,697
+7,339
+71% +$1.11M 0.07% 480
2025
Q2 		$1.47M Buy
+10,358
New +$1.56M 0.04% 584
2025
Q1 		– Sell
-8,100
Closed -$1.2M – 924
2024
Q4 		$1.2M Buy
+8,100
New +$1.44M 0.05% 519
2024
Q3 		– Sell
-15,786
Closed -$1.95M – 940
2024
Q2 		$1.95M Sell
15,786
-41,817
-73% -$4.89M 0.09% 344
2024
Q1 		$6.5M Buy
+57,603
New +$6.5M 0.32% 51
2023
Q3 		– Sell
-5,789
Closed -$463K – 873
2023
Q2 		$463K Buy
+5,789
New +$416K 0.04% 544

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return