STA
HLNE icon

Summit Trail Advisors’s Hamilton Lane HLNE Stock Holding History

Summit Trail 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 		$362K Buy
3,637
+206
+6% +$25.3K 0.01% 1261
2025
Q4 		$462K Buy
3,431
+975
+40% +$123K 0.01% 1104
2025
Q3 		$331K Buy
+2,456
New +$370K ﹤0.01% 1178

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T 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 $240B 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

Summit Trail Advisors's HLNE Position: Q1 2026 in Review

Summit Trail Advisors increased its Hamilton Lane (HLNE) stake by 6% in Q1 2026, buying an estimated $25.3K and bringing the position to 3,637 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #1261.

Summit Trail Advisors first reported a position in HLNE in Q3 2025 and has held it in 3 quarters since. The position peaked at $462K in Q4 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Summit Trail Advisors held 3,637 shares of Hamilton Lane worth $362K as of Q1 2026.
  • Summit Trail Advisors bought 206 Hamilton Lane shares in Q1 2026, an estimated $25.3K.
  • Hamilton Lane made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1261 holding.
  • Summit Trail Advisors first reported a position in Hamilton Lane in Q3 2025 and has held it in 3 quarters since.
  • Summit Trail Advisors's Hamilton Lane position peaked at $462K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.