Optima Capital’s Hamilton Lane HLNE Stock Holding History

Optima Capital’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	-4	Closed	-$539	–	658
2025 Q4	$539	Buy	+4	New	+$503	﹤0.01%	1171

Other funds holding HLNE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optima Capital's HLNE Position: Q1 2026 in Review

Optima Capital sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 4 shares — an estimated $539 sold.

Optima Capital first reported a position in HLNE in Q4 2025 and held it in 1 quarter. The position peaked at $539 in Q4 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

Optima Capital reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 4 Hamilton Lane shares in Q1 2026, an estimated $539.
Optima Capital first reported a position in Hamilton Lane in Q4 2025 and held it in 1 quarter.
Optima Capital's Hamilton Lane position peaked at $539 in Q4 2025.
385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.