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Jefferies Group’s HLNE Holdings & Trades

First Buy
Q4 2023
Duration Held
9 Quarters
Largest Add
Q1 2026
+91,447 Shares
Current Position
189,688 Shares
$18.85 M Value

Jefferies Group's HLNE Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 189,688 shares of Hamilton Lane Incorporated (HLNE) worth $18.85 M, representing 0.13% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in HLNE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 91,447 shares. Largest reduction occurred in Q3 2024, reducing 10,000 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Hamilton Lane Incorporated (HLNE) Holding Value Over Time

Track share changes against reported price movement

Quarterly Hamilton Lane Incorporated (HLNE) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +91,447 Add 93.08% 189,688 $99.40
Q4 2025 +58,291 Add 145.91% 98,241 $134.31
Q3 2025 +13,589 Add 51.55% 39,950 $134.79
Q2 2025 +17,461 Add 196.19% 26,361 $142.12
Q1 2025 +8,900 New Buy 8,900 $148.67
Q3 2024 -10,000 Sold Out 0 $0.00
Q2 2024 +7,800 Add 354.55% 10,000 $123.58
Q1 2024 -9,100 Reduce 80.53% 2,200 $112.76
Q4 2023 +11,300 New Buy 11,300 $113.44

Jefferies Group's Hamilton Lane Incorporated Investment FAQs

Jefferies Group first purchased Hamilton Lane Incorporated (HLNE) in Q4 2023, acquiring 11,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Hamilton Lane Incorporated (HLNE) for 9 quarters since Q4 2023.

Jefferies Group's largest addition to Hamilton Lane Incorporated (HLNE) was in Q1 2026, adding 189,688 shares worth $18.85 M.

According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 189,688 shares of Hamilton Lane Incorporated (HLNE), valued at approximately $18.85 M.

As of the Q1 2026 filing, Hamilton Lane Incorporated (HLNE) represents approximately 0.13% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Hamilton Lane Incorporated (HLNE) was 189,688 shares, as reported at the end of Q1 2026.