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Stephens Inc’s Hamilton Lane HLNE Stock Holding History

Stephens Inc’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 		– Sell
-1,690
Closed -$227K – 1354
2025
Q4 		$227K Buy
+1,690
New +$213K ﹤0.01% 1150
2025
Q3 		– Sell
-1,491
Closed -$212K – 1352
2025
Q2 		$212K Sell
1,491
-375
-20% -$56.5K ﹤0.01% 1151
2025
Q1 		$277K Buy
+1,866
New +$284K ﹤0.01% 1021

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

Stephens Inc's HLNE Position: Q1 2026 in Review

Stephens Inc sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 1,690 shares — an estimated $227K sold.

Stephens Inc first reported a position in HLNE in Q1 2025 and held it in 3 quarters. The position peaked at $277K in Q1 2025. 388 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Stephens Inc reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 1,690 Hamilton Lane shares in Q1 2026, an estimated $227K.
  • Stephens Inc first reported a position in Hamilton Lane in Q1 2025 and held it in 3 quarters.
  • Stephens Inc's Hamilton Lane position peaked at $277K in Q1 2025.
  • 388 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.