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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
Q2 		– Sell
-2,349
Closed -$233K – 1045
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 $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

Edgestream Partners's HLNE Position: Q2 2026 in Review

Edgestream Partners sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,349 shares — an estimated $233K sold.

Edgestream Partners first reported a position in HLNE in Q2 2023 and held it in 7 quarters. The position peaked at $6.5M in Q1 2024. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Edgestream Partners reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 2,349 Hamilton Lane shares in Q2 2026, an estimated $233K.
  • Edgestream Partners first reported a position in Hamilton Lane in Q2 2023 and held it in 7 quarters.
  • Edgestream Partners's Hamilton Lane position peaked at $6.5M in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.