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OneDigital Investment Advisors’s Hamilton Lane HLNE Stock Holding History

OneDigital Investment 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 		– Sell
-1,687
Closed -$227K – 1533
2025
Q4 		$227K Buy
+1,687
New +$212K ﹤0.01% 1376
2025
Q2 		– Sell
-1,514
Closed -$225K – 1477
2025
Q1 		$225K Buy
+1,514
New +$231K ﹤0.01% 1277
2024
Q4 		– Sell
-1,286
Closed -$217K – 1452
2024
Q3 		$217K Buy
+1,286
New +$186K ﹤0.01% 1328

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 $204B AUM 27.99% 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

OneDigital Investment Advisors's HLNE Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 1,687 shares — an estimated $227K sold.

OneDigital Investment Advisors first reported a position in HLNE in Q3 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,687 Hamilton Lane shares in Q1 2026, an estimated $227K.
  • OneDigital Investment Advisors first reported a position in Hamilton Lane in Q3 2024 and held it in 3 quarters.
  • OneDigital Investment Advisors's Hamilton Lane position peaked at $227K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.