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HFM Investment Advisors’s Hamilton Lane HLNE Stock Holding History

HFM Investment 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
Q2 		$316 Buy
+4
New +$356 ﹤0.01% 1115
2026
Q1 		– Sell
-2
Closed -$269 – 1256
2025
Q4 		$269 Hold
2
– – ﹤0.01% 932
2025
Q3 		$270 Hold
2
– – ﹤0.01% 899
2025
Q2 		$284 Buy
2
+1
+100% +$151 ﹤0.01% 867
2025
Q1 		$149 Buy
+1
New +$152 ﹤0.01% 739

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HFM Investment Advisors's HLNE Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Hamilton Lane (HLNE) in Q2 2026: 4 shares worth $316. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in HLNE as recently as Q4 2025.

HFM Investment Advisors first reported a position in HLNE in Q1 2025 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • HFM Investment Advisors held 4 shares of Hamilton Lane worth $316 as of Q2 2026.
  • Hamilton Lane was a new HFM Investment Advisors position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1115 holding.
  • HFM Investment Advisors first reported a position in Hamilton Lane in Q1 2025 and has held it in 5 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.