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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's HLNE Position: Q1 2026 in Review

Jefferies Financial Group increased its Hamilton Lane (HLNE) stake by 93% in Q1 2026, buying an estimated $11.2M and bringing the position to 189,688 shares worth $18.9M. The position accounts for 0.13% of the portfolio, ranked #130.

Jefferies Financial Group first reported a position in HLNE in Q4 2023 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

Jefferies Financial Group held 189,688 shares of Hamilton Lane worth $18.9M as of Q1 2026.
Jefferies Financial Group bought 91,447 Hamilton Lane shares in Q1 2026, an estimated $11.2M.
Hamilton Lane made up 0.13% of Jefferies Financial Group's portfolio in Q1 2026, its #130 holding.
Jefferies Financial Group first reported a position in Hamilton Lane in Q4 2023 and has held it in 8 quarters since.
385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.