Orion Portfolio Solutions’s Hamilton Lane HLNE Stock Holding History

Orion Portfolio Solutions’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 Q1	$2.75M	Buy	18,484 +2,404	+15%	+$366K	0.03%	567
2024 Q4	$2.38M	Buy	16,080 +1,179	+8%	+$210K	0.02%	610
2024 Q3	$2.51M	Buy	14,901 +93	+0.6%	+$13.5K	0.03%	577
2024 Q2	$1.83M	Sell	14,808 -193	-1%	-$22.6K	0.02%	682
2024 Q1	$1.69M	Buy	15,001 +5,657	+61%	+$639K	0.02%	741
2023 Q4	$1.03M	Sell	9,344 -451	-5%	-$42.7K	0.01%	926
2023 Q3	$886K	Buy	9,795 +1,408	+17%	+$125K	0.01%	976
2023 Q2	$671K	Buy	8,387 +2,884	+52%	+$207K	0.01%	1101
2023 Q1	$407K	Buy	+5,503	New	+$407K	0.01%	1216
2020 Q1	–	Sell	-23	Closed	-$1K	–	2065
2019 Q4	$1K	Buy	+23	New	+$1.33K	﹤0.01%	1664

Other funds holding HLNE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Orion Portfolio Solutions's HLNE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Hamilton Lane (HLNE) stake by 15% in Q1 2025, buying an estimated $366K and bringing the position to 18,484 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #567.

Orion Portfolio Solutions first reported a position in HLNE in Q4 2019 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold HLNE as of Q1 2025.

Orion Portfolio Solutions held 18,484 shares of Hamilton Lane worth $2.75M as of Q1 2025.
Orion Portfolio Solutions bought 2,404 Hamilton Lane shares in Q1 2025, an estimated $366K.
Hamilton Lane made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #567 holding.
Orion Portfolio Solutions first reported a position in Hamilton Lane in Q4 2019 and has held it in 10 quarters since.
351 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.