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Richard Bernstein Advisors’s Hamilton Lane HLNE Stock Holding History

Richard Bernstein Advisors’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 		$984K Hold
9,900
– – 0.03% 178
2025
Q4 		$1.33M Sell
9,900
-1,060
-10% -$133K 0.04% 108
2025
Q3 		$1.48M Sell
10,960
-16,277
-60% -$2.46M 0.04% 129
2025
Q2 		$3.87M Sell
27,237
-2,259
-8% -$341K 0.1% 98
2025
Q1 		$4.39M Sell
29,496
-1,199
-4% -$183K 0.11% 81
2024
Q4 		$4.54M Hold
30,695
– – 0.1% 85
2024
Q3 		$5.17M Hold
30,695
– – 0.11% 71
2024
Q2 		$3.79M Buy
30,695
+5
+0% +$585 0.08% 102
2024
Q1 		$3.46M Hold
30,690
– – 0.07% 121
2023
Q4 		$3.48M Buy
30,690
+18
+0.1% +$1.7K 0.08% 98
2023
Q3 		$2.77M Buy
+30,672
New +$2.73M 0.06% 137

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Bernstein Advisors's HLNE Position: Q1 2026 in Review

Richard Bernstein Advisors held its Hamilton Lane (HLNE) position steady in Q1 2026 at 9,900 shares worth $984K. The position accounts for 0.03% of the portfolio, ranked #178.

Richard Bernstein Advisors first reported a position in HLNE in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.17M in Q3 2024. 388 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Richard Bernstein Advisors held 9,900 shares of Hamilton Lane worth $984K as of Q1 2026.
  • Richard Bernstein Advisors left its Hamilton Lane share count unchanged in Q1 2026.
  • Hamilton Lane made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #178 holding.
  • Richard Bernstein Advisors first reported a position in Hamilton Lane in Q3 2023 and has held it in 11 quarters since.
  • Richard Bernstein Advisors's Hamilton Lane position peaked at $5.17M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.