VF
HLNE icon

Vista Finance’s Hamilton Lane HLNE Stock Holding History

Vista Finance’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 		– Sell
-2,331
Closed -$232K – 76
2026
Q1 		$232K Sell
2,331
-75
-3% -$9.21K 0.18% 46
2025
Q4 		$323K Sell
2,406
-161
-6% -$20.2K 0.21% 33
2025
Q3 		$346K Sell
2,567
-1
-0% -$151 0.23% 35
2025
Q2 		$365K Buy
2,568
+100
+4% +$15.1K 0.31% 30
2025
Q1 		$367K Buy
2,468
+184
+8% +$28K 0.32% 26
2024
Q4 		$338K Buy
+2,284
New +$407K 0.35% 32

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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 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

Vista Finance's HLNE Position: Q2 2026 in Review

Vista Finance sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,331 shares — an estimated $232K sold.

Vista Finance first reported a position in HLNE in Q4 2024 and held it in 6 quarters. The position peaked at $367K in Q1 2025. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Vista Finance reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Vista Finance sold 2,331 Hamilton Lane shares in Q2 2026, an estimated $232K.
  • Vista Finance first reported a position in Hamilton Lane in Q4 2024 and held it in 6 quarters.
  • Vista Finance's Hamilton Lane position peaked at $367K in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.