Root Financial Partners
HLNE icon

Root Financial Partners’s Hamilton Lane HLNE Stock Holding History

Root Financial Partners’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
Q3 		$27.1K Buy
+312
New +$29.1K ﹤0.01% 1390
2026
Q2 		– Sell
-25
Closed -$2.48K – 1625
2026
Q1 		$2.48K Sell
25
-27
-52% -$3.32K ﹤0.01% 2220
2025
Q4 		$6.98K Sell
52
-16
-24% -$2.01K ﹤0.01% 1649
2025
Q3 		$9.17K Buy
+68
New +$10.3K ﹤0.01% 1485

Other funds holding HLNE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's HLNE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hamilton Lane (HLNE) in Q3 2026: 312 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HLNE as recently as Q1 2026.

Root Financial Partners first reported a position in HLNE in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Root Financial Partners held 312 shares of Hamilton Lane worth $27.1K as of Q3 2026.
  • Hamilton Lane was a new Root Financial Partners position in Q3 2026.
  • Hamilton Lane made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1390 holding.
  • Root Financial Partners first reported a position in Hamilton Lane in Q3 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.