SMF
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Scott Marsh Financial’s Hamilton Lane HLNE Stock Holding History

Scott Marsh 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
Q2 		$598K Buy
+4,209
New +$634K 0.22% 139

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Scott Marsh Financial's HLNE Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Hamilton Lane (HLNE) in Q2 2025: 4,209 shares worth $598K. The stake represents 0.22% of the portfolio and ranks #139 among its holdings.

393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Scott Marsh Financial held 4,209 shares of Hamilton Lane worth $598K as of Q2 2025.
  • Hamilton Lane was a new Scott Marsh Financial position in Q2 2025.
  • Hamilton Lane made up 0.22% of Scott Marsh Financial's portfolio in Q2 2025, its #139 holding.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.