HLNE
HAMILTON LANE INCORPORATEDMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2023 | 10Q | $86 | $87 | +1% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $133 | $87 | -35% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $136 | $87 | -36% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $136 | $87 | -36% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $136 | $87 | -36% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $136 | $87 | -36% |
| Two Sigma Investments | Q3 2025(8Q snapshot) | 3Q | $156 | $87 | -45% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q3 2025 | Q1 2026 | → $119 | -24% |
| Third Point | Q2 2021 | Q1 2022 | → $72 | -12% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Hamilton Lane INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001698324-26-000004Jun 2, 2026
- Form 40001972135-26-000003Jun 2, 2026
- Form 40001987386-26-000003Jun 2, 2026
- Form 40001698058-26-000004Jun 2, 2026
- Form 40001698040-26-000004Jun 2, 2026
- Form 40001698098-26-000005Jun 2, 2026
- Form 40001433642-26-000021May 28, 2026
- Form 40001433642-26-000013Mar 17, 2026
- Form 40001698098-26-000003Mar 17, 2026
- Form 40001433642-26-000012Mar 17, 2026
- Form 40001433642-26-000011Mar 17, 2026
- Form 40001698058-26-000002Mar 17, 2026
- Form 40001433642-26-000010Feb 25, 2026
- Form 40001628280-26-011070Feb 24, 2026
- Form 40001628280-26-011067Feb 24, 2026
Fundamentals
XBRL · HAMILTON LANE INCORPORATEDAnnual figures sourced directly from HAMILTON LANE INCORPORATED's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Hamilton Lane INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-KAnnual reportMay 21, 2026
- 8-KMaterial eventMay 21, 2026
- 8-KMaterial eventFeb 20, 2026
- 10-QQuarterly reportFeb 3, 2026
- 8-KMaterial eventFeb 3, 2026
- 10-QQuarterly reportNov 4, 2025
- 8-KMaterial eventNov 4, 2025
- 8-KMaterial eventOct 6, 2025
- 8-KMaterial eventSep 5, 2025
- 8-KMaterial eventSep 4, 2025
- 10-QQuarterly reportAug 5, 2025
- 8-KMaterial eventAug 5, 2025
- DEF 14AProxy statementJul 24, 2025
- 8-KMaterial eventJun 24, 2025
- 10-KAnnual reportMay 30, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q4 2025 | open | $130 | $86 | -34% |
| Two Sigma Investments | Q3 2025 | open | $156 | $87 | -45% |
| D.E. Shaw | Q3 2025 | Q1 2026 | $156 | $119 | -24% |
| Millennium Management | Q3 2025 | open | $156 | $87 | -45% |
| Point72 Asset Management | Q3 2025 | open | $156 | $87 | -45% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $153 | $167 | +9% |
| Bridgewater Associates | Q3 2024 | Q2 2025 | $136 | $172 | +26% |
| Citadel Advisors | Q3 2024 | open | $136 | $87 | -36% |
| AQR Capital Management | Q3 2024 | open | $136 | $87 | -36% |
| Millennium Management | Q3 2024 | Q2 2025 | $136 | $167 | +23% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $136 | $189 | +39% |
| Renaissance Technologies | Q3 2024 | open | $133 | $87 | -35% |
| Bridgewater Associates | Q4 2023 | Q2 2024 | $86 | $112 | +30% |
| Third Point | Q2 2021 | Q1 2022 | $82 | $72 | -12% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.