FFA
HLNE icon

Farther Finance Advisors’s Hamilton Lane HLNE Stock Holding History

Farther Finance Advisors’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 		$144K Buy
1,481
+266
+22% +$32.7K ﹤0.01% 2254
2025
Q4 		$163K Buy
1,215
+1,048
+628% +$132K ﹤0.01% 2044
2025
Q3 		$22.5K Buy
167
+101
+153% +$15.2K ﹤0.01% 2969
2025
Q2 		$9.32K Sell
66
-1
-1% -$151 ﹤0.01% 3109
2025
Q1 		$10.2K Sell
67
-232
-78% -$35.4K ﹤0.01% 2726
2024
Q4 		$44.3K Buy
299
+221
+283% +$39.4K ﹤0.01% 1723
2024
Q3 		$13.2K Buy
78
+2
+3% +$290 ﹤0.01% 2254
2024
Q2 		$9.36K Buy
76
+55
+262% +$6.43K ﹤0.01% 2114
2024
Q1 		$2.34K Hold
21
– – ﹤0.01% 2424
2023
Q4 		$2.38K Buy
+21
New +$1.99K ﹤0.01% 2358

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