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
2025 Q3	–	Sell	-2,469	Closed	-$351K	–	848
2025 Q2	$351K	Buy	+2,469	New	+$372K	0.02%	581

Other funds holding HLNE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SummitTX Capital's HLNE Position: Q3 2025 in Review

SummitTX Capital sold out of Hamilton Lane (HLNE) in Q3 2025, closing a stake of 2,469 shares — an estimated $351K sold.

SummitTX Capital first reported a position in HLNE in Q2 2025 and held it in 1 quarter. The position peaked at $351K in Q2 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q3 2025.

SummitTX Capital reported no remaining Hamilton Lane position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 2,469 Hamilton Lane shares in Q3 2025, an estimated $351K.
SummitTX Capital first reported a position in Hamilton Lane in Q2 2025 and held it in 1 quarter.
SummitTX Capital's Hamilton Lane position peaked at $351K in Q2 2025.
382 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.