rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Hamilton Lane Incorporated

HLNE · Nasdaq

FinancialsCapital Markets & Asset ManagementNot moving yet

HLNE stood above a rising 150-day average in 1 of the last 52 weekly readings, and has been out of that trend for the last 37 weeks. It is 9.8% below that average now. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 37
Industry in uptrend
23% -14 in 4 wk
Insider buys, 12 months
$38.0M
Insider sales, 12 months
$0
Officials’ trades on record
1
Institutions holding
344 (-7)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 1 of 52 weeks.

20 Apr – 19 Oct
24%43%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$20.5M$0$18.5MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 0, Senate 0, executive 1; 1 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k22 May 2026filed 1 Jul 2026

Insiders

Buy orders, 12 months11
Sale orders, 12 months0
Buyers · sellers6 · 0
WhoDidSharesTraded
David J. BerkmanDirectorbought15,000at $76.2711 Jun 2026filed 15 Jun 2026
Andrea Anigati KramerChief Operating Officerbought1,283at $77.4611 Jun 2026filed 15 Jun 2026
Hartley R. RogersExecutive Co-Chairmanbought10,612at $77.8611 Jun 2026filed 15 Jun 2026
Hartley R. RogersExecutive Co-Chairmanbought27,678at $78.7311 Jun 2026filed 15 Jun 2026
Hartley R. RogersExecutive Co-Chairmanbought466at $92.7627 May 2026filed 28 May 2026
Hartley R. RogersExecutive Co-Chairmanbought466at $92.6927 May 2026filed 28 May 2026
Hartley R. RogersExecutive Co-Chairmanbought47,025at $89.9926 May 2026filed 28 May 2026
Hartley R. RogersExecutive Co-Chairmanbought47,025at $89.9926 May 2026filed 28 May 2026
Hartley R. RogersExecutive Co-Chairmanbought7,975at $90.4326 May 2026filed 28 May 2026
Hartley R. RogersExecutive Co-Chairmanbought7,975at $90.4326 May 2026filed 28 May 2026
David J. BerkmanDirectorbought10,000at $101.0024 Feb 2026filed 25 Feb 2026
Mario L. GianniniExecutive Co-Chairmanbought9,225at $107.3220 Feb 2026filed 24 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders344-7 on the quarter
New · exited72 · 81
Reported value$3.5B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20264,281,385$337.5M+205,443+5.0%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCreduced · filed 13 Aug 20263,053,076$240.7M-362,074−10.6%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20261,796,500$141.6M-28,968−1.6%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20261,794,120$141.4M+9,867+0.6%
STATE STREET CORPadded · filed 7 Aug 20261,355,756$107.7M+36,635+2.8%
LOS ANGELES CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20261,215,166$95.8M+536,675+79.1%
CITADEL ADVISORS LLCadded · filed 14 Aug 20261,203,158$94.8M+1,178,193+4719.4%
WASATCH ADVISORS LPreduced · filed 10 Jul 20261,151,560$90.8M-600,036−34.3%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 20261,048,417$82.7M-1,609−0.2%
PRINCIPAL FINANCIAL GROUP INCreduced · filed 4 Aug 20261,032,111$81.4M-71,802−6.5%
31 Mar 2023 – 30 Jun 2026
173261348Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Andrea Anigati Kramer Company insiderChief Operating Officer · last 16 Sep 20262 · 0
Drew Thomas Carl Company insiderChief Accounting Officer · last 16 Sep 20260 · 1
Jeffrey Brian Armbrister Company insiderChief Financial Officer · last 16 Sep 20260 · 0
Leslie F. Varon Company insiderDirector · last 16 Sep 20260 · 2
Michael Schmertzler Company insiderDirector, 10% owner · last 16 Sep 20260 · 0
O. Griffith Sexton Company insiderDirector, 10% owner · last 16 Sep 20260 · 0
Juan Delgado-Moreira Company insiderCo-Chief Executive Officer · last 10 Sep 20267 · 3
David J. Berkman Company insiderDirector · last 11 Jun 20262 · 0
Hartley R. Rogers Company insiderExecutive Co-Chairman · last 11 Jun 20263 · 5
Erik R. Hirsch Company insiderCo-Chief Executive Officer · last 29 May 20261 · 0
Lydia Gavalis Company insiderGeneral Counsel & Secretary · last 29 May 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 22 May 20261 · 0

Same industry

MRX Marex GroupLeading+14%
WT WisdomTreeLeading+8%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Free cash flow marginFY 2026 · to 31 Mar 202655.2%
Cash conversionFY 2026 · to 31 Mar 2026171%
Debt to equityFY 2026 · to 31 Mar 20260.30×
Revenue growthFY 2026 · to 31 Mar 20266.5%
Cash and equivalentsFY 2026 · to 31 Mar 2026$371.9M
Free cash flowFY 2026 · to 31 Mar 2026$419.1M

Analyst forecasts

No analyst forecasts yet.