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New Age Alpha Advisors’s Hamilton Lane HLNE Stock Holding History

New Age Alpha Advisors’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 		$483K Sell
4,860
-101
-2% -$12.4K 0.02% 506
2025
Q4 		$666K Sell
4,961
-5,220
-51% -$656K 0.03% 448
2025
Q3 		$1.37M Sell
10,181
-306
-3% -$46.2K 0.06% 374
2025
Q2 		$1.49M Buy
10,487
+2,015
+24% +$304K 0.07% 363
2025
Q1 		$1.26M Sell
8,472
-642
-7% -$97.8K 0.06% 395
2024
Q4 		$1.35M Buy
+9,114
New +$1.62M 0.05% 394

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

New Age Alpha Advisors's HLNE Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Hamilton Lane (HLNE) stake by 2% in Q1 2026, selling an estimated $12.4K and leaving 4,860 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #506.

New Age Alpha Advisors first reported a position in HLNE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q2 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • New Age Alpha Advisors held 4,860 shares of Hamilton Lane worth $483K as of Q1 2026.
  • New Age Alpha Advisors sold 101 Hamilton Lane shares in Q1 2026, an estimated $12.4K.
  • Hamilton Lane made up 0.02% of New Age Alpha Advisors's portfolio in Q1 2026, its #506 holding.
  • New Age Alpha Advisors first reported a position in Hamilton Lane in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Hamilton Lane position peaked at $1.49M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.