Yorktown Management & Research Company’s Hamilton Lane HLNE Stock Holding History

Yorktown Management & Research Company’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	-3,300	Closed	-$328K	–	265
2026 Q1	$328K	Hold	3,300	–	–	0.27%	139
2025 Q4	$443K	Sell	3,300 -2,300	-41%	-$289K	0.35%	109
2025 Q3	$755K	Hold	5,600	–	–	0.6%	44
2025 Q2	$796K	Hold	5,600	–	–	0.76%	23
2025 Q1	$833K	Hold	5,600	–	–	0.9%	13
2024 Q4	$829K	Hold	5,600	–	–	0.8%	21
2024 Q3	$943K	Hold	5,600	–	–	0.97%	9
2024 Q2	$692K	Buy	5,600 +900	+19%	+$105K	0.74%	32
2024 Q1	$530K	Buy	4,700 +1,400	+42%	+$158K	0.5%	58
2023 Q4	$374K	Hold	3,300	–	–	0.39%	111
2023 Q3	$298K	Buy	+3,300	New	+$294K	0.34%	145
2022 Q2	–	Sell	-5,400	Closed	-$417K	–	207
2022 Q1	$417K	Hold	5,400	–	–	0.35%	119
2021 Q4	$560K	Hold	5,400	–	–	0.38%	105
2021 Q3	$458K	Buy	+5,400	New	+$483K	0.34%	119

Other funds holding HLNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Yorktown Management & Research Company's HLNE Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 3,300 shares — an estimated $328K sold.

Yorktown Management & Research Company first reported a position in HLNE in Q3 2021 and held it in 14 quarters. The position peaked at $943K in Q3 2024. 156 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

Yorktown Management & Research Company reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
Yorktown Management & Research Company sold 3,300 Hamilton Lane shares in Q2 2026, an estimated $328K.
Yorktown Management & Research Company first reported a position in Hamilton Lane in Q3 2021 and held it in 14 quarters.
Yorktown Management & Research Company's Hamilton Lane position peaked at $943K in Q3 2024.
156 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.