Jefferies Financial Group’s Hamilton Lane HLNE Stock Holding History

Jefferies Financial Group’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	$6.03M	Sell	76,476 -113,212	-60%	-$10.1M	0.04%	348
2026 Q1	$18.9M	Buy	189,688 +91,447	+93%	+$11.2M	0.13%	130
2025 Q4	$13.2M	Buy	98,241 +58,291	+146%	+$7.33M	0.07%	267
2025 Q3	$5.38M	Buy	39,950 +13,589	+52%	+$2.05M	0.03%	355
2025 Q2	$3.75M	Buy	26,361 +17,461	+196%	+$2.63M	0.03%	375
2025 Q1	$1.32M	Buy	+8,900	New	+$1.36M	0.01%	712
2024 Q3	–	Sell	-10,000	Closed	-$1.24M	–	1573
2024 Q2	$1.24M	Buy	10,000 +7,800	+355%	+$912K	0.01%	681
2024 Q1	$248K	Sell	2,200 -9,100	-81%	-$1.03M	﹤0.01%	1274
2023 Q4	$1.28M	Buy	+11,300	New	+$1.07M	0.01%	865

Other funds holding HLNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jefferies Financial Group's HLNE Position: Q2 2026 in Review

Jefferies Financial Group reduced its Hamilton Lane (HLNE) stake by 60% in Q2 2026, selling an estimated $10.1M and leaving 76,476 shares worth $6.03M. The position accounts for 0.04% of the portfolio, ranked #348.

Jefferies Financial Group first reported a position in HLNE in Q4 2023 and has held it in 9 quarters since. The position peaked at $18.9M in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

Jefferies Financial Group held 76,476 shares of Hamilton Lane worth $6.03M as of Q2 2026.
Jefferies Financial Group sold 113,212 Hamilton Lane shares in Q2 2026, an estimated $10.1M.
Hamilton Lane made up 0.04% of Jefferies Financial Group's portfolio in Q2 2026, its #348 holding.
Jefferies Financial Group first reported a position in Hamilton Lane in Q4 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Hamilton Lane position peaked at $18.9M in Q1 2026.
382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.