undamentalytics Newsletter

Hamilton Lane Inc: which funds bought and sold

Institutions that bought and sold Hamilton Lane shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 223 institutions that filed 13F reports for both quarters added to or opened positions in Hamilton Lane, and 190 cut or closed them. Together they added a net 2.4M shares, +5.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 592K shares (+3.6%); index fund managers were net buyers of 228K shares (+2.0%). 67 opened a new position and 74 sold out entirely.

Bought, Q2 2026 223 institutions, 67 of them new holders Sold, Q2 2026 190 institutions, 74 of them sold out
Net change, all compared +2.4M shares (+5.7%)
Net change, active managers +592K shares (+3.6%), 42 bought, 27 sold

Buyers versus sellers

institutions compared, 447
Active managers and hedge funds 42 bought · 27 sold · +592K
Index fund managers 7 bought · 3 sold · +228K
Other institutions 174 bought · 160 sold · +1.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +1.2M +4719.4% 1.2M $94.8M
Qube Research & Technologies Ltd Hedge fund +733K +3200.5% 756K $59.6M
Marshall Wace, LLP Hedge fund +591K New position 591K $46.6M
Arrowstreet Capital, Limited Partnership Hedge fund +550K +1152.8% 598K $47.1M
Los Angeles Capital Management LLC Active manager +537K +79.1% 1.2M $95.8M
AQR Capital Management LLC Hedge fund +484K +1776.9% 511K $39.1M
Adage Capital Partners Gp, L.L.C. Hedge fund +427K +228.6% 614K $48.4M
Df Dent & Co Inc +319K +203.6% 476K $37.5M
Squarepoint Ops LLC Hedge fund +305K New position 305K $24.1M
Point72 Asset Management, L.P. Hedge fund +299K +508.6% 358K $28.2M
Trexquant Investment LP Hedge fund +259K +707.0% 295K $23.3M
Renaissance Technologies LLC Hedge fund +244K +155.0% 401K $31.6M
Walleye Capital LLC Hedge fund +235K +354.5% 302K $23.8M
Bank Of America Corp +219K +59.5% 587K $46.2M
BNP Paribas Financial Markets +217K +3399.1% 223K $17.6M
Man Group PLC Hedge fund +216K +201.8% 323K $25.5M
Blackrock, Inc. Index funds +205K +5.0% 4.3M $338M
Gw&K Investment Management, LLC +177K +74.5% 415K $32.7M
Voloridge Investment Management, LLC Hedge fund +173K +66.1% 435K $34.3M
Jane Street Group, LLC +159K +520.9% 190K $14.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Champlain Investment Partners, LLC Active manager −1.1M Sold out 0 —
Van Berkom & Associates Inc. −782K −46.9% 885K $69.8M
Neuberger Berman Group LLC Active manager −703K −98.9% 7,881 $621,266
Balyasny Asset Management L.P. Hedge fund −655K Sold out 0 —
Capital World Investors Active manager −641K Sold out 0 —
Millennium Management LLC Hedge fund −618K −50.5% 606K $47.7M
Wasatch Advisors LP Active manager −600K −34.3% 1.2M $90.8M
Westfield Capital Management Co LP Active manager −364K Sold out 0 —
Kayne Anderson Rudnick Investment Management LLC Active manager −362K −10.6% 3.1M $241M
Federated Hermes, Inc. Active manager −350K −99.1% 3,157 $248,866
T. Rowe Price Investment Management, Inc. Active manager −280K −28.3% 710K $55.9M
Ameriprise Financial Inc −195K −45.2% 236K $18.6M
Massachusetts Financial Services Co Active manager −150K −94.7% 8,407 $662,724
Geneva Capital Management LLC Active manager −126K −45.8% 149K $11.7M
Bessemer Group Inc −117K −97.0% 3,594 $283,000
Jefferies Financial Group Inc. −113K −59.7% 76K $6M
Wellington Management Group LLP Active manager −94K Sold out 0 —
Fil Ltd Active manager −93K Sold out 0 —
Danske Bank A/S −84K Sold out 0 —
Wells Fargo & Company −73K −11.3% 573K $45.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Marshall Wace, LLPHedge fund 591K $46.6M
Squarepoint Ops LLCHedge fund 305K $24.1M
HRT Financial LP 129K $10.1M
Jump Financial, LLC 120K $9.4M
Toronto Dominion Bank 110K $8.7M
Kingsview Wealth Management, LLC 50K $4M
Axq Capital, LP 45K $3.6M
Polar Asset Management Partners Inc. 37K $2.9M
Dark Forest Capital Management LP 33K $2.6M
Elo Mutual Pension Insurance Co 31K $2.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Champlain Investment Partners, LLCActive manager 1.1M $108M
Balyasny Asset Management L.P.Hedge fund 655K $65.1M
Capital World InvestorsActive manager 641K $63.7M
Westfield Capital Management Co LPActive manager 364K $36.2M
Wellington Management Group LLPActive manager 94K $9.3M
Fil LtdActive manager 93K $9.3M
Danske Bank A/S 84K $8.4M
Argent Capital Management LLC 55K $5.5M
Allspring Global Investments Holdings, LLC 45K $4.4M
Aptus Capital Advisors, LLC 40K $4M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
379
Ten largest holders
38.7%
of 13F-reported shares
Index fund managers
24.6%
of 13F-reported shares
Active managers and hedge funds
36.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 42 27 11 11 +592K +3.6%
Index fund managers 7 3 0 0 +228K +2.0%
Other institutions 174 160 56 63 +1.6M +10.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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