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HM Payson & Co’s Hamilton Lane HLNE Stock Holding History

HM Payson & Co’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 		$41.6K Buy
528
+150
+40% +$13.3K ﹤0.01% 747
2026
Q1 		$37.6K Buy
378
+36
+11% +$4.42K ﹤0.01% 742
2025
Q4 		$45.9K Buy
342
+14
+4% +$1.76K ﹤0.01% 710
2025
Q3 		$44.2K Buy
328
+78
+31% +$11.8K ﹤0.01% 716
2025
Q2 		$35.5K Buy
+250
New +$37.7K ﹤0.01% 705
2023
Q2 		– Sell
-100
Closed -$7.4K – 1033
2023
Q1 		$7.4K Hold
100
– – ﹤0.01% 824
2022
Q4 		$6.39K Hold
100
– – ﹤0.01% 785
2022
Q3 		$6K Sell
100
-600
-86% -$42.4K ﹤0.01% 834
2022
Q2 		$47K Buy
+700
New +$48.2K ﹤0.01% 586

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

HM Payson & Co's HLNE Position: Q2 2026 in Review

HM Payson & Co increased its Hamilton Lane (HLNE) stake by 40% in Q2 2026, buying an estimated $13.3K and bringing the position to 528 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

HM Payson & Co first reported a position in HLNE in Q2 2022 and has held it in 9 quarters since. The position peaked at $47K in Q2 2022. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • HM Payson & Co held 528 shares of Hamilton Lane worth $41.6K as of Q2 2026.
  • HM Payson & Co bought 150 Hamilton Lane shares in Q2 2026, an estimated $13.3K.
  • Hamilton Lane made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #747 holding.
  • HM Payson & Co first reported a position in Hamilton Lane in Q2 2022 and has held it in 9 quarters since.
  • HM Payson & Co's Hamilton Lane position peaked at $47K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.