OF
HLNE icon

Optimize Financial’s Hamilton Lane HLNE Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-2,499
Closed -$355K – 381
2025
Q2 		$355K Sell
2,499
-16
-0.6% -$2.41K 0.22% 143
2025
Q1 		$374K Buy
+2,515
New +$383K 0.27% 129

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optimize Financial's HLNE Position: Q3 2025 in Review

Optimize Financial sold out of Hamilton Lane (HLNE) in Q3 2025, closing a stake of 2,499 shares — an estimated $355K sold.

Optimize Financial first reported a position in HLNE in Q1 2025 and held it in 2 quarters. The position peaked at $374K in Q1 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q3 2025.

  • Optimize Financial reported no remaining Hamilton Lane position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 2,499 Hamilton Lane shares in Q3 2025, an estimated $355K.
  • Optimize Financial first reported a position in Hamilton Lane in Q1 2025 and held it in 2 quarters.
  • Optimize Financial's Hamilton Lane position peaked at $374K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.