HLNE is the ticker symbol for Hamilton Lane INC, a publicly traded Financials sector company listed on Nasdaq. 13F Pro tracks HLNE with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is HLNE a good stock to buy?

13F Pro's AI ranking engine scores HLNE at 71.3/100, ranked #183 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for HLNE is available at https://13fpro.ai/company/HLNE. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source HLNE data?

All Hamilton Lane INC fundamentals and ownership data come directly from SEC EDGAR. Hamilton Lane INC files with the SEC under CIK 1433642. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Hamilton Lane INC HLNE

NasdaqMid CapFinancials

13F Pro quality score

Rank #183 of 2,925TOP 10%

Why it scores 71 Financials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$275.33M

Quarter to Jun 30

Net income

$80.46M

Quarter to Jun 30

Free cash flow

$75.35M

Quarter to Jun 30

Operating margin

54.5%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$3.65B total

BlackRock, Inc.

$337.50M+5.0%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

$240.67M-10.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

$141.62M-1.6%

VANGUARD CAPITAL MANAGEMENT LLC

$141.43M+0.6%

STATE STREET CORP

$107.66M+2.8%

LOS ANGELES CAPITAL MANAGEMENT LLC

$95.79M+79.1%

CITADEL ADVISORS LLC

$94.84M+4719.4%

WASATCH ADVISORS LP

$90.78M-34.3%

GEODE CAPITAL MANAGEMENT, LLC

$82.66M-0.2%

PRINCIPAL FINANCIAL GROUP INC

$81.36M-6.5%

Jupiter Topco LLC

$73.49M--

Van Berkom & Associates Inc.

$69.76M+6.2%

MORGAN STANLEY

$67.56M+18.2%

Qube Research & Technologies Ltd

$59.61M+3200.5%

T. Rowe Price Investment Management, Inc.

$55.95M-28.3%

DIMENSIONAL FUND ADVISORS LP

$53.24M-0.5%

RAYMOND JAMES FINANCIAL INC

$48.90M+2.4%

ADAGE CAPITAL PARTNERS GP, L.L.C.

$48.40M+228.6%

MILLENNIUM MANAGEMENT LLC

$47.75M-50.5%

Clearbridge Investments, LLC

$47.16M-10.5%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$47.13M+1152.8%

MARSHALL WACE, LLP

$46.58MNew

BANK OF AMERICA CORP /DE/

$46.24M+59.5%

Invesco Ltd.

$45.75M+10.2%

WELLS FARGO & COMPANY/MN

$45.17M-11.3%

See all 385 institutional holders →

What's Driving HLNE's Business? Latest 10-Q Breakdown

39/39 datapoints verified

AI-extracted from the 10-Q filed 2026-08-04 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total revenue rose $99.4M to $275.3M as incentive fees nearly tripled to $114.0M on evergreen-related carry, lifting EPS to $1.93 diluted.

Biggest Revenue Drivers

Management and advisory fees$161.4M+$27.7M YoY

Specialized funds revenue up $26.1M, driven by evergreen funds and the latest direct equity fund

Incentive fees$114.0M+$71.7M YoY

Due primarily to an increase in evergreen-related incentive fees

Biggest Revenue Drivers

Total revenue: $275.3M+$99.4M vs. prior-year quarter

Management and advisory fees$161.4M+$27.7M YoY

Specialized funds revenue up $26.1M, driven by evergreen funds and the latest direct equity fund

Within Management and advisory fees

Specialized funds management fees$108.8M+$26.1M YoY

$19.6M increase from evergreen funds and $3.8M from latest direct equity fund, adding $6.7B and $0.9B of fee-earning AUM

Customized separate account management fees$34.7M+$0.1M YoY

Driven by a net increase in fee-earning AUM

Incentive fees$114.0M+$71.7M YoY

Due primarily to an increase in evergreen-related incentive fees

Within Incentive fees

Specialized funds incentive fees$107.6M+$69.3M YoY

Largest Expense Items

Base compensation and benefits$83.3M+$29.8M YoY

Higher annual bonus plan accrual on stronger operating performance plus added headcount

General, administrative and other$38.2M+$9.3M YoY

Fund reimbursement expense up $3.0M and consulting/professional fees up $5.3M

Equity-based compensation$12.9M+$0.1M YoY

Incentive fee compensation$11.4M+$8.2M YoY

Increase in carried interest revenue versus the prior year period

Margins: Fee Related Earnings rose to $124.5M from $83.7M and Adjusted EBITDA to $154.2M from $95.8M, as revenue growth of $99.4M outpaced the $47.4M expense increase.

Watch Items from the Filing

Incentive fees, described as volatile and largely unpredictable in amount and timing, were $114.0M — 41% of total revenue this quarter versus $42.3M a year ago.
A Consolidated Fund drew $145.0M under a $250.0M Bridge Facility; HLA guarantees payment up to $250.0M, with $105.0M undrawn capacity.
Unrecognized carried interest subject to contingencies fell to $1,450.5M from $1,546.4M at March 31, 2026, with $362.6M potentially payable to employees and third parties.
A hypothetical 10% decrease in the NAV-based fee base would reduce management fee revenue by approximately $25.7M over the next 12 months.
Fee-earning AUM grew $2.2B to $83.7B, with specialized fund contributions of $2.4B including $1.2B from evergreen funds; distributions of $1.1B included redemptions from two evergreen funds.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q1 2027

EDGAR

Net Income

Q1 2027

EDGAR

Operating Margin

Q1 2027

EDGAR

ROIC

Q1 2027

EDGAR

Free Cash Flow

Q1 2027

EDGAR

Debt/Equity

Q1 2027

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/HLNE

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Hamilton Lane INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2026	10-K	$759.0M	$249.2M	61.0%
FY 2025	10-K	$713.0M	$217.4M	50.8%
FY 2024	10-K	$553.8M	$140.9M	50.9%
FY 2023	10-K	$528.8M	$109.1M	45.9%
FY 2022	10-K	$367.9M	$146.0M	85.3%
FY 2021	10-K	$341.6M	$98.0M	56.5%

About Hamilton Lane INC (HLNE): stock profile, AI score and financials

Hamilton Lane INC (HLNE) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores HLNE at 71.3/100 on a composite quality score built from its SEC filings, placing it at rank #183 of 2,925 stocks — the top 10% of the AI-ranked universe. HLNE scores in the top quartile across free cash flow (92.6), institutional flow (88.9), balance sheet strength (86.5). Shareholder dilution risk is elevated at 20.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Hamilton Lane INC reports quarterly revenue of $275.3M, net income of $80.5M, an operating margin of 54.5%. Top institutional holders of HLNE by reported 13-F value include BlackRock, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. HLNE trades on the Nasdaq exchange and files with the SEC under CIK 1433642. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HLNE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Hamilton Lane INC directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1433642 →

Hamilton Lane INC HLNE

Top Institutional Holders

What's Driving HLNE's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

HLNE key financials by period

HLNE insiders

About Hamilton Lane INC (HLNE): stock profile, AI score and financials

Hamilton Lane INC HLNE

Top Institutional Holders

What's Driving HLNE's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

HLNE key financials by period

Companies similar to HLNE

HLNE insiders

About Hamilton Lane INC (HLNE): stock profile, AI score and financials