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Guggenheim Capital’s Hamilton Lane HLNE Stock Holding History

Guggenheim 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
Q4 		– Sell
-3,695
Closed -$498K – 1793
2025
Q3 		$498K Sell
3,695
-372
-9% -$56.1K ﹤0.01% 1183
2025
Q2 		$578K Sell
4,067
-455
-10% -$68.6K ﹤0.01% 1107
2025
Q1 		$672K Sell
4,522
-491
-10% -$74.8K 0.01% 1062
2024
Q4 		$742K Buy
5,013
+2,429
+94% +$433K 0.01% 1064
2024
Q3 		$435K Buy
+2,584
New +$374K ﹤0.01% 1464

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Guggenheim Capital's HLNE Position: Q4 2025 in Review

Guggenheim Capital sold out of Hamilton Lane (HLNE) in Q4 2025, closing a stake of 3,695 shares — an estimated $498K sold.

Guggenheim Capital first reported a position in HLNE in Q3 2024 and held it in 5 quarters. The position peaked at $742K in Q4 2024. 387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

  • Guggenheim Capital reported no remaining Hamilton Lane position as of Q4 2025 after selling out during the quarter.
  • Guggenheim Capital sold 3,695 Hamilton Lane shares in Q4 2025, an estimated $498K.
  • Guggenheim Capital first reported a position in Hamilton Lane in Q3 2024 and held it in 5 quarters.
  • Guggenheim Capital's Hamilton Lane position peaked at $742K in Q4 2024.
  • 387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on Guggenheim Capital's 13F filing for Q4 2025, filed 17 Feb 2026.