Pathstone Holdings
HLNE icon

Pathstone Holdings’s Hamilton Lane HLNE Stock Holding History

Pathstone Holdings’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 		$1.78M Sell
17,917
-1,599
-8% -$196K 0.01% 1090
2025
Q4 		$2.62M Sell
19,516
-858
-4% -$108K 0.01% 894
2025
Q3 		$2.75M Buy
20,374
+71
+0.3% +$10.7K 0.01% 855
2025
Q2 		$2.89M Sell
20,303
-3,636
-15% -$548K 0.01% 788
2025
Q1 		$3.56M Buy
23,939
+1,146
+5% +$175K 0.02% 691
2024
Q4 		$3.37M Sell
22,793
-1,434
-6% -$256K 0.01% 711
2024
Q3 		$4.08M Buy
24,227
+108
+0.4% +$15.6K 0.02% 628
2024
Q2 		$2.98M Buy
24,119
+1,854
+8% +$217K 0.01% 739
2024
Q1 		$2.51M Buy
22,265
+16,776
+306% +$1.89M 0.01% 807
2023
Q4 		$623K Buy
+5,489
New +$519K ﹤0.01% 1370

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T 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 $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return