| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $31.6M | 0.04% | 401.43K | +155% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a HLNE trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Varon Leslie F.Director | Stock Award(Grant) at price 0.00 per share. | 977 | — |
| Sep 15, 2026 | Schmertzler MichaelDirector and Beneficial Owner of more than 10% of a Class of Security | Stock Award(Grant) at price 0.00 per share. | 977 | — |
| Sep 15, 2026 | Sexton O GriffithDirector and Beneficial Owner of more than 10% of a Class of Security | Stock Award(Grant) at price 0.00 per share. | 2K | — |
| Sep 9, 2026 | Delgado-Moreira JuanChief Executive Officer | Stock Gift at price 0.00 per share. | 50K | — |
| Jun 10, 2026 | Kramer Andrea AnigatiChief Operating Officer | Purchase at price 77.46 per share. | 1.3K | $99.38K |
| Jun 10, 2026 | Berkman David JDirector | Purchase at price 76.27 per share. | 15K | $1.14M |
| Jun 10, 2026 | Rogers Hartley ROfficer, Director and Beneficial Owner | Purchase at price 77.86 - 78.73 per share. | 38.3K | $3.01M |
| May 28, 2026 | Delgado-Moreira JuanChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 38.1K | — |
| May 28, 2026 | Hirsch Erik RChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 42.1K | — |
| May 28, 2026 | Kramer Andrea AnigatiChief Operating Officer | Stock Award(Grant) at price 0.00 - 84.89 per share. | 3.6K | $5.26K |
| May 28, 2026 | Gavalis Lydia A.General Counsel | Stock Award(Grant) at price 0.00 per share. | 1.1K | — |
| May 28, 2026 | Carl Drew ThomasOfficer | Stock Award(Grant) at price 0.00 per share. | 675 | — |
| May 28, 2026 | Armbrister Jeffrey BrianChief Financial Officer | Stock Award(Grant) at price 0.00 per share. | 2.1K | — |
| May 26, 2026 | Rogers Hartley ROfficer, Director and Beneficial Owner | Purchase at price 89.99 - 92.76 per share. | 110.9K | $9.99M |
| Feb 23, 2026 | Berkman David JDirector | Purchase at price 101.00 per share. | 10K | $1.01M |
| Feb 19, 2026 | Delgado-Moreira JuanChief Executive Officer | Purchase at price 107.10 - 107.58 per share. | 9.2K | $989.31K |
| Feb 19, 2026 | Hirsch Erik RChief Executive Officer | Purchase at price 107.13 per share. | 9.2K | $988.26K |
| Feb 19, 2026 | Kramer Andrea AnigatiChief Operating Officer | Purchase at price 107.53 per share. | 2.3K | $250.01K |
| Feb 5, 2026 | Delgado-Moreira JuanChief Executive Officer | Stock Gift at price 0.00 per share. | 14.4K | — |
| Dec 30, 2025 | Kramer Andrea AnigatiChief Operating Officer | Stock Award(Grant) at price 114.16 - 114.57 per share. | 92 | $10.52K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.2 | -25.7 | -5.3 | -7.5 | -5.3 | -9.5 | 12.8 | 22.4 | -20.2 | -3.1 | −37.3% | ||
| 2025 | 7.5 | -1.8 | -4.9 | 3.9 | -3.6 | -4.6 | 7.2 | 1.3 | -12.7 | -15.5 | 8.8 | 8.4 | −9.3% |
| 2024 | 2.2 | -0.9 | -1.8 | -0.9 | 12.3 | -1.5 | 16.8 | 5.9 | 10.2 | 6.7 | 7.1 | -23.1 | +30.5% |
| 2023 | 21.9 | -0.1 | -4.9 | -0.4 | -7.8 | 17.8 | 10.6 | 4.9 | -2.5 | -7.0 | 16.3 | 15.9 | +77.6% |
| 2022 | -12.7 | -13.7 | -1.0 | -11.3 | 1.4 | -3.4 | 12.5 | -7.9 | -14.3 | 0.4 | 23.5 | -13.5 | −38.4% |
| 2021 | -3.4 | 18.6 | -0.9 | 2.1 | -0.1 | 0.8 | 2.1 | -7.5 | -1.5 | 23.2 | 1.2 | -2.0 | +32.8% |
| 2020 | 9.0 | -4.3 | -11.0 | 17.2 | 12.8 | -7.9 | 7.2 | 1.2 | -11.7 | 7.9 | 0.3 | 11.7 | +31.0% |
| 2019 | -2.0 | 28.7 | -6.6 | 12.1 | 0.6 | 16.1 | 2.9 | 5.9 | -8.3 | 4.7 | -2.7 | 2.8 | +61.1% |
| 2018 | 5.3 | -6.3 | 6.6 | 12.4 | 11.7 | 2.6 | 2.1 | -0.4 | -9.2 | -13.3 | -1.5 | -2.2 | +4.5% |
| 2017 | 0.3 | 8.1 | 8.7 | 2.1 | 4.4 | 14.5 | 2.4 | 25.4 | 2.7 | +89.6% |
Hamilton Lane Incorporated is a private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies. The firm manages alternative investment strategies like direct credit, direct, fund of fund, evergreen and real assets. For primary and secondary fund of fund investments, the firm focuses to invest in private equity, buyout, special situations, credit, growth equity, middle market, mature, turnarounds, mezzanine and venture capital funds. The firm prefers to invest in disruptive technologies and innovative companies. It prefers to invest in space, engine, alternative energy resources, environmental & facilities services, households durables, leisure products, textiles, manufacturing services, water purification, online training service, healthcare services & technology, energy, industrials, commercial services, internet software & services, consumer discretionary, health care, real estate, information technology, tech-enabled businesses, financials, utilities, and consumer services. The firm prefers to invest in Africa/Middle East, Asia/Pacific, Europe, Southeast Asia, Korea, China, India, Latin America and Caribbean, United States of America, New York, Florida, Arizona, Nevada, New Mexico, Oregon, Washington, California and surrounding states, Australia, Japan, Brazil, United Kingdom, and Canada. The firm prefers to invest between $0.25 million and $100 million in companies with small- to mid-sized enterprise values. It prefers to take majority stake. Hamilton Lane Incorporated was founded in 1991 and is based in Philadelphia, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.
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