Marshall Wace
HLNE icon

Marshall Wace’s Hamilton Lane HLNE Stock Holding History

Marshall Wace’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
-156,722
Closed -$21M – 3419
2025
Q4 		$21M Buy
156,722
+120,904
+338% +$15.2M 0.02% 614
2025
Q3 		$4.83M Buy
+35,818
New +$5.4M ﹤0.01% 1192
2023
Q1 		– Sell
-28,850
Closed -$1.84M – 2849
2022
Q4 		$1.84M Sell
28,850
-179
-0.6% -$11.9K ﹤0.01% 1775
2022
Q3 		$1.73M Sell
29,029
-72,775
-71% -$5.14M ﹤0.01% 2104
2022
Q2 		$6.84M Sell
101,804
-88,197
-46% -$6.08M 0.01% 1129
2022
Q1 		$14.7M Sell
190,001
-42,881
-18% -$3.58M 0.03% 623
2021
Q4 		$24.1M Buy
232,882
+41,617
+22% +$4.27M 0.04% 426
2021
Q3 		$16.2M Buy
191,265
+61,054
+47% +$5.47M 0.07% 334
2021
Q2 		$11.9M Sell
130,211
-60,860
-32% -$5.51M 0.05% 408
2021
Q1 		$16.9M Buy
191,071
+53,558
+39% +$4.52M 0.08% 263
2020
Q4 		$10.7M Sell
137,513
-26,503
-16% -$1.92M 0.06% 326
2020
Q3 		$10.6M Sell
164,016
-146,395
-47% -$10M 0.07% 283
2020
Q2 		$20.9M Buy
+310,411
New +$19.5M 0.15% 149
2019
Q2 		– Sell
-22,277
Closed -$970K – 1543
2019
Q1 		$970K Buy
+22,277
New +$918K 0.01% 937

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

Marshall Wace's HLNE Position: Q1 2026 in Review

Marshall Wace sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 156,722 shares — an estimated $21M sold.

Marshall Wace first reported a position in HLNE in Q1 2019 and held it in 14 quarters. The position peaked at $24.1M in Q4 2021. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Marshall Wace reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 156,722 Hamilton Lane shares in Q1 2026, an estimated $21M.
  • Marshall Wace first reported a position in Hamilton Lane in Q1 2019 and held it in 14 quarters.
  • Marshall Wace's Hamilton Lane position peaked at $24.1M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.