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SummitTX Capital’s Hamilton Lane HLNE Stock Holding History

SummitTX Capital’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
Q2 		$249K Buy
+3,162
New +$281K 0.01% 698
2025
Q3 		– Sell
-2,469
Closed -$351K – 848
2025
Q2 		$351K Buy
+2,469
New +$372K 0.02% 581

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SummitTX Capital's HLNE Position: Q2 2026 in Review

SummitTX Capital opened a new position in Hamilton Lane (HLNE) in Q2 2026: 3,162 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in HLNE as recently as Q2 2025.

SummitTX Capital first reported a position in HLNE in Q2 2025 and has held it in 2 quarters since. The position peaked at $351K in Q2 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • SummitTX Capital held 3,162 shares of Hamilton Lane worth $249K as of Q2 2026.
  • Hamilton Lane was a new SummitTX Capital position in Q2 2026.
  • Hamilton Lane made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #698 holding.
  • SummitTX Capital first reported a position in Hamilton Lane in Q2 2025 and has held it in 2 quarters since.
  • SummitTX Capital's Hamilton Lane position peaked at $351K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.