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Tortoise Investment Management’s Hamilton Lane HLNE Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-3
Closed -$404 – 754
2025
Q3 		$404 Buy
3
+1
+50% +$151 ﹤0.01% 1214
2025
Q2 		$284 Buy
+2
New +$301 ﹤0.01% 1176

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Tortoise Investment Management's HLNE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Hamilton Lane (HLNE) in Q4 2025, closing a stake of 3 shares — an estimated $404 sold.

Tortoise Investment Management first reported a position in HLNE in Q2 2025 and held it in 2 quarters. The position peaked at $404 in Q3 2025. 387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

  • Tortoise Investment Management reported no remaining Hamilton Lane position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Hamilton Lane shares in Q4 2025, an estimated $404.
  • Tortoise Investment Management first reported a position in Hamilton Lane in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Hamilton Lane position peaked at $404 in Q3 2025.
  • 387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.