Envestnet Asset Management
HLNE icon

Envestnet Asset Management’s Hamilton Lane HLNE Stock Holding History

Envestnet Asset Management’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 		$27.8M Sell
353,145
-13,389
-4% -$1.19M 0.01% 1206
2026
Q1 		$36.4M Buy
366,534
+88,388
+32% +$10.9M 0.01% 965
2025
Q4 		$37.4M Buy
278,146
+8,592
+3% +$1.08M 0.01% 876
2025
Q3 		$36.3M Sell
269,554
-5,314
-2% -$802K 0.01% 917
2025
Q2 		$39.1M Buy
274,868
+58,300
+27% +$8.79M 0.01% 866
2025
Q1 		$32.2M Buy
216,568
+25,867
+14% +$3.94M 0.01% 912
2024
Q4 		$28.2M Sell
190,701
-10,003
-5% -$1.78M 0.01% 983
2024
Q3 		$33.8M Sell
200,704
-5,428
-3% -$786K 0.01% 908
2024
Q2 		$25.5M Buy
206,132
+3,456
+2% +$404K 0.01% 986
2024
Q1 		$22.9M Buy
202,676
+17,262
+9% +$1.95M 0.01% 1033
2023
Q4 		$21M Sell
185,414
-10,615
-5% -$1M 0.01% 1009
2023
Q3 		$17.7M Buy
196,029
+56,115
+40% +$5M 0.01% 1039
2023
Q2 		$11.2M Buy
139,914
+5,238
+4% +$376K 0.01% 1232
2023
Q1 		$9.96M Buy
134,676
+676
+0.5% +$49.9K ﹤0.01% 1246
2022
Q4 		$8.56M Sell
134,000
-3,396
-2% -$226K ﹤0.01% 1287
2022
Q3 		$8.19M Sell
137,396
-9,026
-6% -$638K ﹤0.01% 1228
2022
Q2 		$9.84M Buy
146,422
+628
+0.4% +$43.3K 0.01% 1149
2022
Q1 		$11.3M Buy
145,794
+16,000
+12% +$1.33M 0.01% 1141
2021
Q4 		$13.4M Buy
129,794
+27,470
+27% +$2.82M 0.01% 1035
2021
Q3 		$8.68M Buy
102,324
+26,294
+35% +$2.35M ﹤0.01% 1219
2021
Q2 		$6.93M Buy
76,030
+22,935
+43% +$2.08M ﹤0.01% 1329
2021
Q1 		$4.7M Buy
53,095
+44,792
+539% +$3.78M ﹤0.01% 1448
2020
Q4 		$648K Buy
8,303
+781
+10% +$56.6K ﹤0.01% 2520
2020
Q3 		$486K Buy
7,522
+1,371
+22% +$93.8K ﹤0.01% 2479
2020
Q2 		$414K Sell
6,151
-727
-11% -$45.8K ﹤0.01% 2517
2020
Q1 		$380K Buy
6,878
+1,505
+28% +$94K ﹤0.01% 2435
2019
Q4 		$320K Buy
5,373
+761
+17% +$43.9K ﹤0.01% 2700
2019
Q3 		$263K Buy
+4,612
New +$271K ﹤0.01% 2729

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management's HLNE Position: Q2 2026 in Review

Envestnet Asset Management reduced its Hamilton Lane (HLNE) stake by 3.7% in Q2 2026, selling an estimated $1.19M and leaving 353,145 shares worth $27.8M. The position accounts for 0.01% of the portfolio, ranked #1206.

Envestnet Asset Management first reported a position in HLNE in Q3 2019 and has held it in 28 quarters since. The position peaked at $39.1M in Q2 2025. 109 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Envestnet Asset Management held 353,145 shares of Hamilton Lane worth $27.8M as of Q2 2026.
  • Envestnet Asset Management sold 13,389 Hamilton Lane shares in Q2 2026, an estimated $1.19M.
  • Hamilton Lane made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1206 holding.
  • Envestnet Asset Management first reported a position in Hamilton Lane in Q3 2019 and has held it in 28 quarters since.
  • Envestnet Asset Management's Hamilton Lane position peaked at $39.1M in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.