HLNENasdaqInvestment AdviceFiscal year ends March 31
Hamilton Lane INC
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$82.26+0.42 (+0.51%)
Close on Oct 19, 2026
- Market cap
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- P/E (TTM)
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- Dividend yield
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Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.0%
46M of 55M shares
Institutional holders
380
73 new, 74 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
18 buys · 0 sales
Net bought $19.51M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,980,037 | 9.10% | 13G (passive) amendment | Sep 30, 2025 |
| Kayne Anderson Rudnick Investment Management, LLC | 3,415,380 | 7.80% | 13G (passive) amendment | Mar 31, 2026 |
| Hartley R. Rogers | 15,729,416 | 28.20% | 13D (active) amendment | Mar 31, 2025 |
| HLA Investments, LLC | 15,657,470 | 28.10% | 13D (active) amendment | Feb 12, 2025 |
| Hrhla, LLC | 15,351,034 | 27.60% | 13D (active) amendment | May 27, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HLNE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,281,385 | 7.77% | $337.50M | +205,443 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 3,053,076 | 5.54% | $240.67M | −362,074 | 0.75% |
| Vanguard Portfolio Management LLC | 1,796,500 | 3.26% | $141.62M | −28,968 | 0.01% |
| Vanguard Capital Management LLC | 1,794,120 | 3.26% | $141.43M | +9,867 | 0.00% |
| State Street Corp | 1,355,756 | 2.46% | $107.66M | +36,635 | 0.00% |
| Los Angeles Capital Management LLC | 1,215,166 | 2.20% | $95.79M | +536,675 | 0.35% |
| Citadel Advisors LLC | 1,203,158 | 2.18% | $94.84M | +1,178,193 | 0.01% |
| Wasatch Advisors LP | 1,151,560 | 2.09% | $90.78M | −600,036 | 0.59% |
| Geode Capital Management, LLC | 1,048,417 | 1.90% | $82.66M | −1,609 | 0.00% |
| Principal Financial Group Inc | 1,032,111 | 1.87% | $81.36M | −71,802 | 0.04% |
| Jupiter Topco LLC | 932,229 | 1.69% | $73.49M | New | 0.03% |
| Van Berkom & Associates Inc. | 884,888 | 1.61% | $69.76K | −781,726 | 2.25% |
| Morgan Stanley | 857,072 | 1.56% | $67.56M | +131,800 | 0.00% |
| Qube Research & Technologies Ltd | 756,217 | 1.37% | $59.61M | +733,305 | 0.06% |
| T. Rowe Price Investment Management, Inc. | 709,728 | 1.29% | $55.95K | −280,065 | 0.04% |
| Dimensional Fund Advisors LP | 675,522 | 1.23% | $53.24M | −3,057 | 0.01% |
| Raymond James Financial Inc | 620,360 | 1.13% | $48.90M | +14,830 | 0.01% |
| Adage Capital Partners Gp, L.L.C. | 613,935 | 1.11% | $48.40M | +427,095 | 0.07% |
| Millennium Management LLC | 605,725 | 1.10% | $47.75M | −617,656 | 0.02% |
| Clearbridge Investments, LLC | 598,229 | 1.09% | $47.16M | −70,458 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 380 | 46M | 84.0% | 73 / 156 | 117 / 74 | 13M | 9M |
| Q1 2026 | 388 | 43M | 78.7% | 78 / 151 | 128 / 73 | 11M | 6M |
| Q4 2025 | 388 | 42M | 76.5% | 83 / 144 | 125 / 70 | 7M | 7M |
| Q3 2025 | 383 | 42M | 76.9% | 53 / 132 | 151 / 57 | 5M | 4M |
| Q2 2025 | 394 | 42M | 76.1% | 90 / 126 | 136 / 44 | 4M | 7M |
| Q1 2025 | 352 | 44M | 80.4% | 54 / 155 | 100 / 53 | 7M | 3M |
| Q4 2024 | 355 | 40M | 73.2% | 74 / 125 | 117 / 38 | 5M | 4M |
| Q3 2024 | 324 | 40M | 72.0% | 72 / 118 | 96 / 41 | 9M | 4M |
| Q2 2024 | 296 | 38M | 68.8% | 57 / 119 | 84 / 24 | 3M | 5M |
| Q1 2024 | 265 | 40M | 72.8% | 53 / 87 | 98 / 28 | 4M | 2M |
| Q4 2023 | 241 | 38M | 68.8% | 46 / 72 | 91 / 16 | 5M | 2M |
| Q3 2023 | 217 | 35M | 64.4% | 33 / 85 | 70 / 17 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HLNE | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,397,048 | 2.53% | $110.13M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,252,886 | 2.27% | $98.77M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 900,290 | 1.63% | $70.97M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 521,390 | 0.95% | $41.10M | 0.09% | Jun 30, 2026 |
| Virtus KAR Mid-Cap Core Fund | 485,086 | 0.88% | $38.24M | 2.18% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 469,145 | 0.85% | $36.98M | 0.04% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 362,724 | 0.66% | $28.59M | 0.27% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 353,591 | 0.64% | $31.44M | 0.58% | Jul 31, 2026 |
| Neuberger Genesis Fund | 286,634 | 0.52% | $24.97M | 0.34% | May 31, 2026 |
| Small Cap Core Fund | 282,985 | 0.51% | $25.16M | 1.29% | Jul 31, 2026 |
| Small Cap Growth Fund | 282,897 | 0.51% | $25.15M | 0.45% | Jul 31, 2026 |
| Virtus KAR Small-Mid Cap Core Fund | 275,929 | 0.50% | $21.75M | 2.01% | Jun 30, 2026 |
| Small-MidCap Dividend Income Fund | 275,598 | 0.50% | $24.01M | 1.56% | May 31, 2026 |
| Wasatch Core Growth Fund | 265,472 | 0.48% | $20.93M | 0.70% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 253,712 | 0.46% | $20.00M | 0.18% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Juan Delgado-Moreira | Co-Chief Executive Officer, Director, 10% owner | 1,376,134 | 2.50% | Sep 14, 2026 |
| Hartley R. Rogers | Executive Co-Chairman, Director, 10% owner | 6,660,144 | 12.09% | Jun 15, 2026 |
| Erik R. Hirsch | Co-Chief Executive Officer, Director, 10% owner | 2,333,369 | 4.23% | Jun 2, 2026 |
| Andrea Anigati Kramer | Chief Operating Officer, 10% owner | 376,494 | 0.68% | Sep 18, 2026 |
| Drew Thomas Carl | Chief Accounting Officer | 1,924 | 0.00% | Sep 18, 2026 |
| Jeffrey Brian Armbrister | Chief Financial Officer | 12,565 | 0.02% | Sep 18, 2026 |
| Lydia Gavalis | General Counsel & Secretary | 34,028 | 0.06% | Jun 2, 2026 |
| Mario L. Giannini | Executive Co-Chairman, 10% owner | 1,418,054 | 2.57% | Feb 24, 2026 |
| O. Griffith Sexton | Director, 10% owner | 781,685 | 1.42% | Sep 18, 2026 |
| Leslie F. Varon | Director | 10,635 | 0.02% | Sep 18, 2026 |
| Michael Schmertzler | Director, 10% owner | 1,452,982 | 2.64% | Sep 18, 2026 |
| David J. Berkman | Director | 50,000 | 0.09% | Jun 15, 2026 |
| Reynoldo Vann Graves | Director | 1,691 | 0.00% | Sep 18, 2025 |
| Margaret Anne McAllister | 10% owner | 359,006 | 0.65% | Sep 18, 2025 |
| Laurence Whittemore | 10% owner | 56,880 | 0.10% | Sep 8, 2025 |
| Edward B. Whittemore | 10% owner | 95,000 | 0.17% | Sep 8, 2025 |
| Investments Llc Hla | 10% owner | 25,996,277 | 47.17% | Sep 8, 2025 |
| Hrhla, Llc | 10% owner | 15,209,834 | 27.60% | Sep 8, 2025 |
| Trustee Co (CI) Ltd Rysaffe | 10% owner | 480,022 | 0.87% | Sep 8, 2025 |
| River 5 Ltd French | 10% owner | 330,022 | 0.60% | Sep 8, 2025 |
| Number 2 Trust Oakville | 10% owner | 535,029 | 0.97% | Sep 8, 2025 |
| Kyera Giannini | 10% owner | 213,648 | 0.39% | Feb 14, 2025 |
| Sexton Des. Trust FBO Matthew Sexton 2008 | 10% owner | 702,064 | 1.27% | Feb 14, 2025 |
| Sexton Des. Trust FBO Laura Sexton 2008 | 10% owner | 2,382,466 | 4.32% | Feb 14, 2025 |
| Nicole Giannini | 10% owner | 213,648 | 0.39% | Feb 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| O. Griffith Sexton Director, 10% owner | Sep 16, 2026 | Award | +1,953 | – | – | 6,805 |
| Jeffrey Brian Armbrister Chief Financial Officer | Sep 16, 2026 | Tax withholding | −393 | $93.03 | $36.56K | 12,565 |
| Michael Schmertzler Director, 10% owner | Sep 16, 2026 | Award | +977 | – | – | 977 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Sep 16, 2026 | Tax withholding | −736 | $93.03 | $68.47K | 86,641 |
| Leslie F. Varon Director | Sep 16, 2026 | Award | +977 | – | – | 10,635 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Sep 10, 2026 | Gift | +50,000 | – | – | 50,000 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Sep 10, 2026 | Gift | −50,000 | – | – | 1,326,134 |
| Drew Thomas Carl Chief Accounting Officer | Jun 30, 2026 | Award | +78 | $67.01 | $5.23K | 1,924 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Jun 30, 2026 | Award | +27 | $67.01 | $1.81K | 87,377 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | Jun 11, 2026 | Buy | +27,678 | $78.73 | $2.18M | 93,756 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | Jun 11, 2026 | Buy | +10,612 | $77.86 | $826.25K | 66,078 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Jun 11, 2026 | Buy | +1,283 | $77.46 | $99.38K | 87,350 |
| David J. Berkman Director | Jun 11, 2026 | Buy | +15,000 | $76.27 | $1.14M | 25,000 |
| Erik R. Hirsch Co-Chief Executive Officer, Director, 10% owner | May 29, 2026 | Award | +42,145 | – | – | 105,727 |
| Lydia Gavalis General Counsel & Secretary | May 29, 2026 | Award | +1,139 | – | – | 34,028 |
| Jeffrey Brian Armbrister Chief Financial Officer | May 29, 2026 | Award | +2,109 | – | – | 12,958 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | May 29, 2026 | Award | +38,087 | – | – | 1,376,134 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | May 29, 2026 | Award | +3,543 | – | – | 86,067 |
| Drew Thomas Carl Chief Accounting Officer | May 29, 2026 | Award | +675 | – | – | 1,846 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | May 27, 2026 | Buy | +466 | $92.76 | $43.23K | 55,466 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | May 27, 2026 | Buy | +466 | $92.69 | $43.19K | 55,466 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | May 26, 2026 | Buy | +7,975 | $90.43 | $721.18K | 55,000 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | May 26, 2026 | Buy | +47,025 | $89.99 | $4.23M | 47,025 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | May 26, 2026 | Buy | +47,025 | $89.99 | $4.23M | 47,025 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | May 26, 2026 | Buy | +7,975 | $90.43 | $721.18K | 55,000 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Mar 31, 2026 | Award | +62 | $84.89 | $5.26K | 82,524 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Mar 14, 2026 | Tax withholding | −1,212 | $96.85 | $117.38K | 64,549 |
| Lydia Gavalis General Counsel & Secretary | Mar 14, 2026 | Tax withholding | −549 | $96.85 | $53.17K | 32,889 |
| Erik R. Hirsch Co-Chief Executive Officer, Director, 10% owner | Mar 14, 2026 | Tax withholding | −6,912 | $96.85 | $669.43K | 63,582 |
| Jeffrey Brian Armbrister Chief Financial Officer | Mar 14, 2026 | Tax withholding | −590 | $96.85 | $57.14K | 10,849 |
| Drew Thomas Carl Chief Accounting Officer | Mar 14, 2026 | Tax withholding | −85 | $96.85 | $8.23K | 1,178 |
| David J. Berkman Director | Feb 24, 2026 | Buy | +10,000 | $101.00 | $1.01M | 10,000 |
| Mario L. Giannini Executive Co-Chairman, 10% owner | Feb 20, 2026 | Buy | +9,225 | $107.32 | $990.03K | 105,723 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Feb 20, 2026 | Buy | +2,325 | $107.53 | $250.01K | 65,761 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Feb 20, 2026 | Buy | +2,705 | $107.58 | $291.00K | 1,338,047 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Feb 20, 2026 | Buy | +6,520 | $107.10 | $698.29K | 1,335,342 |
| Erik R. Hirsch Co-Chief Executive Officer, Director, 10% owner | Feb 20, 2026 | Buy | +9,225 | $107.13 | $988.27K | 70,494 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Feb 6, 2026 | Gift | −14,375 | – | – | 0 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Feb 6, 2026 | Gift | +14,375 | – | – | 1,328,822 |
| Drew Thomas Carl Chief Accounting Officer | Dec 31, 2025 | Award | +46 | $114.16 | $5.25K | 1,263 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Dec 31, 2025 | Award | +46 | $114.16 | $5.25K | 63,436 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Nov 7, 2025 | Buy | +4,008 | $129.84 | $520.40K | 1,310,455 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Nov 7, 2025 | Buy | +3,992 | $130.87 | $522.43K | 1,314,447 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Sep 30, 2025 | Award | +46 | $114.57 | $5.27K | 63,390 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Sep 16, 2025 | Tax withholding | −736 | $146.53 | $107.85K | 63,344 |
| O. Griffith Sexton Director, 10% owner | Sep 16, 2025 | Award | +1,331 | – | – | 4,852 |
| Jeffrey Brian Armbrister Chief Financial Officer | Sep 16, 2025 | Tax withholding | −393 | $146.53 | $57.59K | 11,439 |
| Reynoldo Vann Graves Director | Sep 16, 2025 | Award | +333 | – | – | 1,681 |
| Leslie F. Varon Director | Sep 16, 2025 | Award | +666 | – | – | 9,658 |
| River 5 Ltd French 10% owner | Sep 4, 2025 | Sale | −150,000 | $146.51 | $21.98M | 330,015 |
| Investments Llc Hla 10% owner | Sep 4, 2025 | Other | −149,875 | – | – | 6,510,922 |
| Investments Llc Hla 10% owner | Sep 4, 2025 | Other | −320,005 | – | – | 8,128,907 |
| Edward B. Whittemore 10% owner | Sep 4, 2025 | Other | −10,000 | – | – | 95,000 |
| Michael Schmertzler 10% owner | Sep 4, 2025 | Other | −25,005 | – | – | 600,000 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | Sep 4, 2025 | Other | −149,875 | – | – | 6,510,922 |
| Laurence Whittemore 10% owner | Sep 4, 2025 | Other | −35,000 | – | – | 56,880 |
| Hartley R. Rogers Executive Co-Chairman, Director, 10% owner | Aug 31, 2025 | Gift | −100,125 | – | – | 6,660,797 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Aug 28, 2025 | Gift | +7,600 | – | – | 1,306,447 |
| Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% owner | Aug 28, 2025 | Gift | −7,600 | – | – | 14,375 |
| Andrea Anigati Kramer Chief Operating Officer, 10% owner | Mar 31, 2025 | Award | +42 | $126.37 | $5.31K | 64,080 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| R. Brennan Stephen Officer | Nov 27, 2024 | 15,000 | $2.96M | Nov 27, 2024 | Restricted stock vesting under a registered plan |
| Carl Drew Officer | Nov 13, 2023 | 500 | $45.00K | Nov 10, 2023 | Shares Purchased through Employee Stock Purchase Plan |
| Varma Atul Officer | Aug 16, 2023 | 459 | $42.34K | Aug 16, 2023 | Shares Purchased through Employee Stock Purchase Plan |