Massachusetts Financial Services
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Massachusetts Financial Services’s Hamilton Lane HLNE Stock Holding History

Massachusetts Financial Services’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 		$663K Sell
8,407
-149,548
-95% -$13.3M ﹤0.01% 930
2026
Q1 		$15.7M Sell
157,955
-128,744
-45% -$15.8M 0.01% 679
2025
Q4 		$38.5M Buy
286,699
+282,451
+6,649% +$35.5M 0.01% 524
2025
Q3 		$573K Buy
4,248
+279
+7% +$42.1K ﹤0.01% 823
2025
Q2 		$564K Sell
3,969
-152,116
-97% -$22.9M ﹤0.01% 843
2025
Q1 		$23.2M Sell
156,085
-110,761
-42% -$16.9M 0.01% 585
2024
Q4 		$39.5M Sell
266,846
-66,181
-20% -$11.8M 0.01% 497
2024
Q3 		$56.1M Buy
333,027
+15,582
+5% +$2.26M 0.02% 453
2024
Q2 		$39.2M Buy
317,445
+8,168
+3% +$955K 0.01% 489
2024
Q1 		$34.9M Buy
309,277
+11,566
+4% +$1.31M 0.01% 511
2023
Q4 		$33.8M Sell
297,711
-38,687
-12% -$3.66M 0.01% 513
2023
Q3 		$30.4M Buy
336,398
+574
+0.2% +$51.1K 0.01% 510
2023
Q2 		$26.9M Sell
335,824
-199,075
-37% -$14.3M 0.01% 521
2023
Q1 		$39.6M Sell
534,899
-231,718
-30% -$17.1M 0.01% 470
2022
Q4 		$49M Sell
766,617
-197,318
-20% -$13.1M 0.02% 443
2022
Q3 		$57.5M Buy
963,935
+66,165
+7% +$4.68M 0.02% 420
2022
Q2 		$60.3M Buy
897,770
+51,787
+6% +$3.57M 0.02% 429
2022
Q1 		$65.4M Buy
845,983
+94,905
+13% +$7.91M 0.02% 440
2021
Q4 		$77.8M Buy
751,078
+25,529
+4% +$2.62M 0.02% 427
2021
Q3 		$61.5M Buy
725,549
+377,859
+109% +$33.8M 0.02% 460
2021
Q2 		$31.7M Sell
347,690
-1,000
-0.3% -$90.5K 0.01% 569
2021
Q1 		$30.9M Sell
348,690
-91,715
-21% -$7.75M 0.01% 561
2020
Q4 		$34.4M Buy
440,405
+96,600
+28% +$7M 0.01% 531
2020
Q3 		$22.2M Sell
343,805
-180,028
-34% -$12.3M 0.01% 561
2020
Q2 		$35.3M Buy
523,833
+37,166
+8% +$2.34M 0.01% 470
2020
Q1 		$26.9M Sell
486,667
-10,640
-2% -$664K 0.01% 464
2019
Q4 		$29.6M Buy
497,307
+38,471
+8% +$2.22M 0.01% 483
2019
Q3 		$26.1M Sell
458,836
-20,080
-4% -$1.18M 0.01% 495
2019
Q2 		$27.3M Buy
478,916
+54,320
+13% +$2.73M 0.01% 489
2019
Q1 		$18.5M Sell
424,596
-278
-0.1% -$11.5K 0.01% 541
2018
Q4 		$15.7M Buy
424,874
+174,167
+69% +$6.51M 0.01% 539
2018
Q3 		$11.1M Sell
250,707
-37
-0% -$1.78K ﹤0.01% 610
2018
Q2 		$12M Buy
250,744
+3,486
+1% +$153K 0.01% 606
2018
Q1 		$9.21M Sell
247,258
-49,371
-17% -$1.82M ﹤0.01% 625
2017
Q4 		$10.5M Sell
296,629
-278,553
-48% -$8.59M ﹤0.01% 610
2017
Q3 		$15.4M Buy
575,182
+3,505
+0.6% +$80.6K 0.01% 537
2017
Q2 		$12.6M Buy
571,677
+81,440
+17% +$1.62M 0.01% 567
2017
Q1 		$9.15M Buy
+490,237
New +$9.2M ﹤0.01% 600

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

Massachusetts Financial Services's HLNE Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Hamilton Lane (HLNE) stake by 95% in Q2 2026, selling an estimated $13.3M and leaving 8,407 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Massachusetts Financial Services first reported a position in HLNE in Q1 2017 and has held it in 38 quarters since. The position peaked at $77.8M in Q4 2021. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Massachusetts Financial Services held 8,407 shares of Hamilton Lane worth $663K as of Q2 2026.
  • Massachusetts Financial Services sold 149,548 Hamilton Lane shares in Q2 2026, an estimated $13.3M.
  • Hamilton Lane made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #930 holding.
  • Massachusetts Financial Services first reported a position in Hamilton Lane in Q1 2017 and has held it in 38 quarters since.
  • Massachusetts Financial Services's Hamilton Lane position peaked at $77.8M in Q4 2021.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.