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FORA Capital’s Hamilton Lane HLNE Stock Holding History

FORA Capital’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
2025
Q1 		– Sell
-12,516
Closed -$1.85M – 568
2024
Q4 		$1.85M Buy
+12,516
New +$2.23M 0.21% 142
2024
Q2 		– Sell
-5,121
Closed -$577K – 439
2024
Q1 		$577K Buy
+5,121
New +$578K 0.05% 306
2022
Q2 		– Sell
-2,934
Closed -$228K – 537
2022
Q1 		$228K Buy
+2,934
New +$245K 0.04% 457

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FORA Capital's HLNE Position: Q1 2025 in Review

FORA Capital sold out of Hamilton Lane (HLNE) in Q1 2025, closing a stake of 12,516 shares — an estimated $1.85M sold.

FORA Capital first reported a position in HLNE in Q1 2022 and held it in 3 quarters. The position peaked at $1.85M in Q4 2024. 351 funds tracked by Wall St. Rank hold HLNE as of Q1 2025.

  • FORA Capital reported no remaining Hamilton Lane position as of Q1 2025 after selling out during the quarter.
  • FORA Capital sold 12,516 Hamilton Lane shares in Q1 2025, an estimated $1.85M.
  • FORA Capital first reported a position in Hamilton Lane in Q1 2022 and held it in 3 quarters.
  • FORA Capital's Hamilton Lane position peaked at $1.85M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.