What is the 13F Pro Quality Score for HLNE?

13F Pro ranks Hamilton Lane INC (HLNE) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View HLNE's current score at https://13fpro.ai/company/HLNE (free sign-up required for the full ranking).

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.

What sector is HLNE in?

Hamilton Lane INC (HLNE) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives HLNE's revenue?

Per Hamilton Lane INC's latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Management and advisory fees ($161.4M, +$27.7M YoY); Incentive fees ($114.0M, +$71.7M YoY); Specialized funds management fees ($108.8M, +$26.1M YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/HLNE.

What are HLNE's largest expenses?

Hamilton Lane INC's latest 10-Q reports these as the largest expense items: Base compensation and benefits ($83.3M, +$29.8M YoY); General, administrative and other ($38.2M, +$9.3M YoY); Equity-based compensation ($12.9M, +$0.1M YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (quarter ended June 30, 2026).

How often is HLNE research updated on 13F Pro?

HLNE's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Hamilton Lane INC(HLNE)Stock Analysis

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13F Pro Quality Score

71.0/100

Rank #205 of 2,961 stocksTOP 10%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

75.7/100

Profitability

86.2/100

Balance Sheet

86.6/100

Earnings Quality

71.2/100

Free Cash Flow

92.2/100

Institutional Flow

88.8/100

Revenue Scale

47.3/100

Dilution Risk

21.1/100

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Why HLNE Scores 71/100

exact factor attribution · 2026-09-11

HLNE's composite is driven by profitability and revenue growth, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+7.2 pts

86th pct

Revenue growth

+6.8 pts

76th pct

Free cash flow

+6.3 pts

92th pct

Capital efficiency

+4.9 pts

87th pct

Institutional flow

+2.6 pts

89th pct

Earnings quality

+2.1 pts

71th pct

Earnings growth

+1.9 pts

79th pct

Scale

-0.5 pts

47th pct

Shareholder dilution

-1.9 pts

21th pct

Latest change (2026-08-05): 75 → 73 · ↓ Revenue growth 76→62; ↓ Earnings growth 77→63

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

HLNE Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Hamilton Lane INC (HLNE), a Financials sector company. 13F Pro's AI-powered ranking engine scores HLNE at 71.0/100 on a 32-signal composite quality model, placing it at rank #205 of 2,961 stocks — the top 10% of the AI-ranked universe. HLNE scores in the top quartile across free cash flow (92.2), institutional flow (88.8), balance sheet strength (86.6). Shareholder dilution risk is elevated at 21.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), 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. Hamilton Lane INC's 13F Pro composite quality score has ranged between 67 and 76 since 2021, currently 71.0 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Hamilton Lane INC

Quirks, history, and lore behind HLNE — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services company · alternative asset management specialist · listed on Nasdaq · headquartered in Pennsylvania.
2
The Numbers
It oversees roughly $900+ billion in assets under management and supervision — a staggering figure for a firm most people have never heard of, with annual revenues in the hundreds of millions.
3
The History
Founded in 1991, it spent decades as a behind-the-scenes player before going public, quietly building one of the world's largest private markets advisory businesses.
4
The Secret
Its core business is helping institutional investors — pension funds, endowments, sovereign wealth funds — navigate the complex world of private equity, credit, and real assets.
5
The Lore
It has been a pioneer in making private markets accessible to wealthy individuals, not just giant institutions — essentially democratizing an asset class that used to be a billionaires-only club.
6
The Giveaway
Named after one of America's most famous Founding Fathers, this Philadelphia-based alternatives manager helps clients invest in funds-of-funds, co-investments, and secondaries — no musical required.

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

✓ 39/39 datapoints verified

AI-extracted from Hamilton Lane INC's 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 →Share on X

Revenue

Q2 2026

$275.3M

Net Income

Q2 2026

$80.5M

Free Cash Flow

Q2 2026

$75.3M

Operating Margin

Q2 2026

54.5%

ROIC

Q2 2026

49.4%

D/E Ratio

Q2 2026

0.29

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.5% YoY

$759.0MFY 2026

FY23 $528.8MFY24 $553.8MFY25 $713.0MFY26 $759.0M

Net Income

+14.6% YoY

$249.2MFY 2026

FY23 $109.1MFY24 $140.9MFY25 $217.4MFY26 $249.2M

EPS (Diluted)

—FY 2026

FY23 —FY24 —FY25 —FY26 —

Total Assets

+36.4% YoY

$2.30BFY 2026

FY23 $1.14BFY24 $1.27BFY25 $1.69BFY26 $2.30B

Total Debt

-4.1% YoY

$278.4MFY 2026

FY23 $213.5MFY24 $196.2MFY25 $290.3MFY26 $278.4M

Op. Cash Flow

+41.3% YoY

$424.9MFY 2026

FY23 $226.6MFY24 $120.9MFY25 $300.8MFY26 $424.9M

Free Cash Flow

+45.2% YoY

$419.1MFY 2026

FY23 $221.8MFY24 $109.8MFY25 $288.7MFY26 $419.1M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$759.0M +6.5%	$713.0M +28.7%	$553.8M +4.7%	$528.8M +43.7%	$367.9M +7.7%	$341.6M
Net Income	$249.2M +14.6%	$217.4M +54.4%	$140.9M +29.1%	$109.1M -25.3%	$146.0M +48.9%	$98.0M
EPS (Diluted)	—	—	—	—	$3.98 +41.6%	$2.81
Total Assets	$2.30B +36.4%	$1.69B +33.0%	$1.27B +11.5%	$1.14B -11.9%	$1.29B +13.9%	$1.14B
Total Debt	$278.4M -4.1%	$290.3M +48.0%	$196.2M -8.1%	$213.5M +0.0%	$213.5M +30.9%	$163.2M
Operating Cash Flow	$424.9M +41.3%	$300.8M +148.9%	$120.9M -46.7%	$226.6M +33.7%	$169.5M -9.9%	$188.2M
Free Cash Flow	$419.1M +45.2%	$288.7M +163.0%	$109.8M -50.5%	$221.8M +37.8%	$161.0M -5.0%	$169.5M

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Available Research

13F Pro tracks comprehensive data for Hamilton Lane INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of HLNE

BlackRock, Inc.
$337.5M4,281,385 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$240.7M3,053,076 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$141.6M1,796,500 sh
VANGUARD CAPITAL MANAGEMENT LLC
$141.4M1,794,120 sh
STATE STREET CORP
$107.7M1,355,756 sh
LOS ANGELES CAPITAL MANAGEMENT LLC
$95.8M1,215,166 sh
CITADEL ADVISORS LLC
$94.8M1,203,158 sh
WASATCH ADVISORS LP
$90.8M1,151,560 sh
GEODE CAPITAL MANAGEMENT, LLC
$82.7M1,048,417 sh
PRINCIPAL FINANCIAL GROUP INC
$81.4M1,032,111 sh

Fund	Value	Shares
BlackRock, Inc.	$337.5M	4,281,385
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$240.7M	3,053,076
VANGUARD PORTFOLIO MANAGEMENT LLC	$141.6M	1,796,500
VANGUARD CAPITAL MANAGEMENT LLC	$141.4M	1,794,120
STATE STREET CORP	$107.7M	1,355,756
LOS ANGELES CAPITAL MANAGEMENT LLC	$95.8M	1,215,166
CITADEL ADVISORS LLC	$94.8M	1,203,158
WASATCH ADVISORS LP	$90.8M	1,151,560
GEODE CAPITAL MANAGEMENT, LLC	$82.7M	1,048,417
PRINCIPAL FINANCIAL GROUP INC	$81.4M	1,032,111

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Is HLNE a good stock to buy?

13F Pro's AI-powered analysis of Hamilton Lane INC (HLNE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HLNE are available on the HLNE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HLNE is classified as a mid company.

Which hedge funds own HLNE?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HLNE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Hamilton Lane INC's investment landscape.