FMI
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F/M Investments’s Hamilton Lane HLNE Stock Holding History

F/M Investments’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 		– Sell
-5,357
Closed -$719K – 377
2025
Q4 		$719K Buy
5,357
+1,404
+36% +$177K 0.03% 307
2025
Q3 		$533K Buy
3,953
+268
+7% +$40.4K 0.02% 328
2025
Q2 		$524K Buy
3,685
+25
+0.7% +$3.77K 0.02% 324
2025
Q1 		$544K Buy
3,660
+1,646
+82% +$251K 0.02% 324
2024
Q4 		$298K Sell
2,014
-1,311
-39% -$234K 0.01% 359
2024
Q3 		$560K Sell
3,325
-14
-0.4% -$2.03K 0.02% 285
2024
Q2 		$413K Buy
+3,339
New +$390K 0.01% 288

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

F/M Investments's HLNE Position: Q1 2026 in Review

F/M Investments sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 5,357 shares — an estimated $719K sold.

F/M Investments first reported a position in HLNE in Q2 2024 and held it in 7 quarters. The position peaked at $719K in Q4 2025. 388 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • F/M Investments reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 5,357 Hamilton Lane shares in Q1 2026, an estimated $719K.
  • F/M Investments first reported a position in Hamilton Lane in Q2 2024 and held it in 7 quarters.
  • F/M Investments's Hamilton Lane position peaked at $719K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.