Van Berkom & Associates
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Van Berkom & Associates’s Hamilton Lane HLNE Stock Holding History

Van Berkom & Associates’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
Q3 		$69.8M Sell
804,106
-80,782
-9% -$7.53M 2.49% 14
2026
Q2 		$69.8M Buy
884,888
+51,581
+6% +$4.59M 2.25% 24
2026
Q1 		$82.8M Buy
833,307
+73,679
+10% +$9.05M 2.69% 9
2025
Q4 		$102M Buy
759,628
+73,424
+11% +$9.23M 2.94% 5
2025
Q3 		$92.5M Buy
686,204
+5,130
+0.8% +$774K 2.67% 11
2025
Q2 		$96.8M Buy
681,074
+21,854
+3% +$3.29M 2.88% 6
2025
Q1 		$98M Buy
659,220
+45,605
+7% +$6.95M 3.15% 7
2024
Q4 		$90.8M Sell
613,615
-138,274
-18% -$24.6M 2.7% 12
2024
Q3 		$127M Sell
751,889
-140,923
-16% -$20.4M 3.47% 1
2024
Q2 		$110M Buy
892,812
+17,272
+2% +$2.02M 3.3% 1
2024
Q1 		$98.7M Buy
875,540
+17,484
+2% +$1.97M 2.81% 7
2023
Q4 		$97.3M Sell
858,056
-95,241
-10% -$9.01M 2.83% 7
2023
Q3 		$86.2M Sell
953,297
-31,536
-3% -$2.81M 2.8% 8
2023
Q2 		$78.8M Buy
984,833
+15,013
+2% +$1.08M 2.86% 7
2023
Q1 		$71.7M Buy
969,820
+94,094
+11% +$6.95M 2.65% 10
2022
Q4 		$55.9M Buy
875,726
+53,057
+6% +$3.53M 2.4% 16
2022
Q3 		$49M Sell
822,669
-76,404
-8% -$5.4M 2.33% 19
2022
Q2 		$60.4M Buy
899,073
+105,834
+13% +$7.29M 2.53% 10
2022
Q1 		$61.3M Buy
+793,239
New +$66.1M 2.2% 22

Other funds holding HLNE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Van Berkom & Associates's HLNE Position: Q3 2026 in Review

Van Berkom & Associates reduced its Hamilton Lane (HLNE) stake by 9.1% in Q3 2026, selling an estimated $7.53M and leaving 804,106 shares worth $69.8M. The position accounts for 2.49% of the portfolio, ranked #14.

Van Berkom & Associates first reported a position in HLNE in Q1 2022 and has held it in 19 quarters since. The position peaked at $127M in Q3 2024. 291 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Van Berkom & Associates held 804,106 shares of Hamilton Lane worth $69.8M as of Q3 2026.
  • Van Berkom & Associates sold 80,782 Hamilton Lane shares in Q3 2026, an estimated $7.53M.
  • Hamilton Lane made up 2.49% of Van Berkom & Associates's portfolio in Q3 2026, its #14 holding.
  • Van Berkom & Associates first reported a position in Hamilton Lane in Q1 2022 and has held it in 19 quarters since.
  • Van Berkom & Associates's Hamilton Lane position peaked at $127M in Q3 2024.
  • 291 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Van Berkom & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.