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Oppenheimer & Co’s Hamilton Lane HLNE Stock Holding History

Oppenheimer & Co’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 		$2.58M Buy
32,761
+10,884
+50% +$968K 0.03% 567
2026
Q1 		$2.17M Buy
21,877
+4,545
+26% +$558K 0.03% 568
2025
Q4 		$2.33M Buy
+17,332
New +$2.18M 0.03% 504

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

Oppenheimer & Co's HLNE Position: Q2 2026 in Review

Oppenheimer & Co increased its Hamilton Lane (HLNE) stake by 50% in Q2 2026, buying an estimated $968K and bringing the position to 32,761 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #567.

Oppenheimer & Co first reported a position in HLNE in Q4 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Oppenheimer & Co held 32,761 shares of Hamilton Lane worth $2.58M as of Q2 2026.
  • Oppenheimer & Co bought 10,884 Hamilton Lane shares in Q2 2026, an estimated $968K.
  • Hamilton Lane made up 0.03% of Oppenheimer & Co's portfolio in Q2 2026, its #567 holding.
  • Oppenheimer & Co first reported a position in Hamilton Lane in Q4 2025 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.