HIA
HLNE icon

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
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 $5.72T 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 $240B 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

HFM Investment Advisors's HLNE Position: Q1 2026 in Review

HFM Investment Advisors sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 2 shares — an estimated $269 sold.

HFM Investment Advisors first reported a position in HLNE in Q1 2025 and held it in 4 quarters. The position peaked at $284 in Q2 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • HFM Investment Advisors reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • HFM Investment Advisors sold 2 Hamilton Lane shares in Q1 2026, an estimated $269.
  • HFM Investment Advisors first reported a position in Hamilton Lane in Q1 2025 and held it in 4 quarters.
  • HFM Investment Advisors's Hamilton Lane position peaked at $284 in Q2 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.