Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Hamilton Lane INC

CIK 0001433642HLNE· quarter ending 2026-06-30

Shares outstanding

55,110,638

as of 2026-07-31 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

46,299,534

106.8% of Common Class A

Holders

382

-9 vs 2026-03-31 · 73 new, 82 exited

Value

$3.6B

shares +6.8% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	HLNE · NASDAQ	43,349,167	46,299,534	106.8%	382	407497106
Common Class B	not listed	11,761,471	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	407497106	CL A	382	46,299,534	43,349,167	106.8%	$3.6B	3 call / 3 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 382 · 407497106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,281,385	9.88%	$337.5M	+205,443 (+5.0%)
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3,053,076	7.04%	$240.7M	-362,074 (-10.6%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	1,796,500	4.14%	$141.6M	-28,968 (-1.6%)
4	VANGUARD CAPITAL MANAGEMENT LLC	1,794,120	4.14%	$141.4M	+9,867 (+0.6%)
5	STATE STREET CORP	1,355,756	3.13%	$107.7M	+36,635 (+2.8%)
6	LOS ANGELES CAPITAL MANAGEMENT LLC	1,215,166	2.80%	$95.8M	+536,675 (+79.1%)
7	CITADEL ADVISORS LLC	1,203,158	2.78%	$94.8M	+1,178,193 (+4719.4%)
8	WASATCH ADVISORS LP	1,151,560	2.66%	$90.8M	-600,036 (-34.3%)
9	GEODE CAPITAL MANAGEMENT, LLC	1,048,417	2.42%	$82.7M	-1,609 (-0.2%)
10	PRINCIPAL FINANCIAL GROUP INC	1,032,111	2.38%	$81.4M	-71,802 (-6.5%)
11	Jupiter Topco LLC	932,229	2.15%	$73.5M	NEW
12	Van Berkom & Associates Inc.	884,888	2.04%	$69.8M	-781,726 (-46.9%)
13	MORGAN STANLEY	857,072	1.98%	$67.6M	+131,800 (+18.2%)
14	Qube Research & Technologies Ltd	756,217	1.74%	$59.6M	+733,305 (+3200.5%)
15	T. Rowe Price Investment Management, Inc.	709,728	1.64%	$55.9M	-280,065 (-28.3%)
16	DIMENSIONAL FUND ADVISORS LP	675,522	1.56%	$53.2M	-3,057 (-0.5%)
17	RAYMOND JAMES FINANCIAL INC	620,360	1.43%	$48.9M	+14,830 (+2.4%)
18	ADAGE CAPITAL PARTNERS GP, L.L.C.	613,935	1.42%	$48.4M	+427,095 (+228.6%)
19	MILLENNIUM MANAGEMENT LLC	605,725	1.40%	$47.7M	-617,656 (-50.5%)
20	Clearbridge Investments, LLC	598,229	1.38%	$47.2M	-70,458 (-10.5%)
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	597,907	1.38%	$47.1M	+550,182 (+1152.8%)
22	MARSHALL WACE, LLP	590,877	1.36%	$46.6M	NEW
23	BANK OF AMERICA CORP /DE/	586,530	1.35%	$46.2M	+218,709 (+59.5%)
24	Invesco Ltd.	580,344	1.34%	$45.7M	+53,564 (+10.2%)
25	WELLS FARGO & COMPANY/MN	572,991	1.32%	$45.2M	-73,113 (-11.3%)
26	AQR CAPITAL MANAGEMENT LLC	511,474	1.18%	$39.1M	+484,223 (+1776.9%)
27	UBS Group AG	494,611	1.14%	$39.0M	-18,636 (-3.6%)
28	NORGES BANK	491,150	1.13%	$38.7M	NEW
29	Copeland Capital Management, LLC	486,440	1.12%	$38.3M	-19,366 (-3.8%)
30	DF DENT & CO INC	476,169	1.10%	$37.5M	+319,305 (+203.6%)
31	VOLORIDGE INVESTMENT MANAGEMENT, LLC	435,039	1.00%	$34.3M	+173,197 (+66.1%)
32	NORTHERN TRUST CORP	434,241	1.00%	$34.2M	+4,741 (+1.1%)
33	GW&K Investment Management, LLC	414,998	0.96%	$32.7M	+177,218 (+74.5%)
34	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	406,605	0.94%	$32.1M	+56,093 (+16.0%)
35	MANUFACTURERS LIFE INSURANCE COMPANY, THE	402,820	0.93%	$31.8M	+66,917 (+19.9%)
36	RENAISSANCE TECHNOLOGIES LLC	401,431	0.93%	$31.6M	+244,000 (+155.0%)
37	AMERICAN CENTURY COMPANIES INC	398,930	0.92%	$31.4M	-44,302 (-10.0%)
38	SEI INVESTMENTS CO	371,616	0.86%	$29.3M	-34,809 (-8.6%)
39	GOLDMAN SACHS GROUP INC	362,605	0.84%	$28.6M	+142,474 (+64.7%)
40	Point72 Asset Management, L.P.	357,541	0.82%	$28.2M	+298,790 (+508.6%)
41	ENVESTNET ASSET MANAGEMENT INC	353,145	0.81%	$27.8M	-13,389 (-3.7%)
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	325,095	0.75%	$25.6M	+4,495 (+1.4%)
43	DEPRINCE RACE & ZOLLO INC	323,000	0.75%	$25.5M	-2,465 (-0.8%)
44	Man Group plc	322,972	0.75%	$25.5M	+215,950 (+201.8%)
45	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	310,148	0.72%	$24.4M	+110,575 (+55.4%)
46	Squarepoint Ops LLC	305,256	0.70%	$24.1M	NEW
47	Walleye Capital LLC	301,565	0.70%	$23.8M	+235,213 (+354.5%)
48	Trexquant Investment LP	295,462	0.68%	$23.3M	+258,851 (+707.0%)
49	Bank of New York Mellon Corp	284,501	0.66%	$22.4M	-23,225 (-7.5%)
50	FULLER & THALER ASSET MANAGEMENT, INC.	267,996	0.62%	$21.1M	+147,002 (+121.5%)
51	VANGUARD FIDUCIARY TRUST CO	258,331	0.60%	$20.4M	+2,246 (+0.9%)
52	JPMORGAN CHASE & CO	248,799	0.57%	$18.8M	+15,682 (+6.7%)
53	TimesSquare Capital Management, LLC	236,216	0.54%	$18.6M	-52,624 (-18.2%)
54	AMERIPRISE FINANCIAL INC	236,132	0.54%	$18.6M	-195,034 (-45.2%)
55	BNP PARIBAS FINANCIAL MARKETS	223,310	0.52%	$17.6M	+216,928 (+3399.1%)
56	FRANKLIN RESOURCES INC	193,125	0.45%	$15.2M	+48,958 (+34.0%)
57	CITIGROUP INC	190,204	0.44%	$15.0M	+42,559 (+28.8%)
58	Caisse de depot et placement du Quebec	190,100	0.44%	$15.0M	+110,738 (+139.5%)
59	JANE STREET GROUP, LLC	189,528	0.44%	$14.9M	+159,002 (+520.9%)
60	TWO SIGMA INVESTMENTS, LP	186,797	0.43%	$14.7M	+123,703 (+196.1%)
61	Amundi	178,647	0.41%	$14.1M	+154,480 (+639.2%)
62	WORLDQUANT MILLENNIUM ADVISORS LLC	165,562	0.38%	$13.1M	+153,207 (+1240.0%)
63	DEUTSCHE BANK AG\	152,492	0.35%	$12.0M	+148,451 (+3673.6%)
64	ROYAL BANK OF CANADA	152,115	0.35%	$12.0M	+3,209 (+2.2%)
65	GENEVA CAPITAL MANAGEMENT LLC	148,795	0.34%	$11.7M	-125,899 (-45.8%)
66	FRED ALGER MANAGEMENT, LLC	146,114	0.34%	$11.6M	-40,940 (-21.9%)
67	SILVERCREST ASSET MANAGEMENT GROUP LLC	143,623	0.33%	$11.3M	-12,685 (-8.1%)
68	SG Americas Securities, LLC	128,784	0.30%	$10.2M	+83,465 (+184.2%)
69	HRT FINANCIAL LP	128,638	0.30%	$10.1M	NEW
70	Nuveen, LLC	126,558	0.29%	$10.0M	-37,548 (-22.9%)
71	Jump Financial, LLC	119,623	0.28%	$9.4M	NEW
72	TUDOR INVESTMENT CORP ET AL	114,717	0.26%	$9.0M	+74,376 (+184.4%)
73	XTX Topco Ltd	114,382	0.26%	$9.0M	+97,244 (+567.4%)
74	LPL Financial LLC	111,918	0.26%	$8.8M	+59,595 (+113.9%)
75	HSBC HOLDINGS PLC	110,764	0.26%	$8.7M	+90,120 (+436.5%)
76	TORONTO DOMINION BANK	110,130	0.25%	$8.7M	NEW
77	SEGALL BRYANT & HAMILL, LLC	108,654	0.25%	$8.6M	+1,917 (+1.8%)
78	STIFEL FINANCIAL CORP	106,043	0.24%	$8.4M	-7,110 (-6.3%)
79	CONGRESS ASSET MANAGEMENT CO	105,098	0.24%	$8.3M	-21,712 (-17.1%)
80	RHUMBLINE ADVISERS	100,958	0.23%	$8.0M	-6,752 (-6.3%)
81	VAN ECK ASSOCIATES CORP	99,827	0.23%	$7.9M	-8,969 (-8.2%)
82	CRAWFORD INVESTMENT COUNSEL INC	90,756	0.21%	$7.2M	+24,657 (+37.3%)
83	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	90,070	0.21%	$7.1M	-44,027 (-32.8%)
84	Swiss National Bank	83,800	0.19%	$6.6M	+1,200 (+1.5%)
85	Russell Investments Group, Ltd.	80,651	0.19%	$6.4M	-13,280 (-14.1%)
86	CANADA LIFE ASSURANCE Co	80,079	0.18%	$6.3M	+5,680 (+7.6%)
87	NATIXIS	77,703	0.18%	$6.1M	+68,415 (+736.6%)
88	Legal & General Group Plc	77,683	0.18%	$6.1M	+2,258 (+3.0%)
89	Jefferies Financial Group Inc.	76,476	0.18%	$6.0M	-113,212 (-59.7%)
90	Moran Wealth Management, LLC	71,786	0.17%	$5.7M	+25,616 (+55.5%)
91	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	69,962	0.16%	$5.5M	-9,736 (-12.2%)
92	Schonfeld Strategic Advisors LLC	68,864	0.16%	$5.4M	+18,109 (+35.7%)
93	Y-Intercept (Hong Kong) Ltd	66,480	0.15%	$5.2M	+53,659 (+418.5%)
94	FIRST TRUST ADVISORS LP	61,304	0.14%	$4.8M	+50,353 (+459.8%)
95	Holocene Advisors, LP	60,283	0.14%	$4.8M	+14,587 (+31.9%)
96	California Public Employees Retirement System	58,694	0.14%	$4.6M	+665 (+1.1%)
97	Creative Planning	57,711	0.13%	$4.5M	+36,823 (+176.3%)
98	CAPITAL FUND MANAGEMENT S.A.	57,702	0.13%	$4.5M	+31,728 (+122.2%)
99	SIT INVESTMENT ASSOCIATES INC	56,750	0.13%	$4.5M	+25,910 (+84.0%)
100	Brevan Howard Capital Management LP	54,917	0.13%	$4.3M	+38,956 (+244.1%)
101	NEW YORK STATE COMMON RETIREMENT FUND	54,701	0.13%	$4.3M	+5,327 (+10.8%)
102	NATIXIS ADVISORS, LLC	54,405	0.13%	$4.3M	+35,743 (+191.5%)
103	JONES FINANCIAL COMPANIES LLLP	54,401	0.13%	$4.2M	+38,621 (+244.7%)
104	Bullseye Asset Management LLC	54,283	0.13%	$4.3M	+5,255 (+10.7%)
105	ALLIANCEBERNSTEIN L.P.	50,867	0.12%	$5.1M	+2,059 (+4.2%)
106	Kingsview Wealth Management, LLC	50,385	0.12%	$4.0M	NEW
107	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	48,187	0.11%	$3.8M	-820 (-1.7%)
108	INTECH INVESTMENT MANAGEMENT LLC	48,040	0.11%	$3.8M	+37,633 (+361.6%)
109	Quantbot Technologies LP	46,983	0.11%	$3.7M	+38,299 (+441.0%)
110	KORNITZER CAPITAL MANAGEMENT INC /KS	45,768	0.11%	$3.6M	+20,415 (+80.5%)
111	AXQ CAPITAL, LP	45,351	0.10%	$3.6M	NEW
112	Universal- Beteiligungs- und Servicegesellschaft mbH	44,160	0.10%	$3.5M	+12,361 (+38.9%)
113	Retirement Systems of Alabama	42,266	0.10%	$3.3M	-7,830 (-15.6%)
114	PRICE T ROWE ASSOCIATES INC /MD/	41,744	0.10%	$3.3M	+2,616 (+6.7%)
115	Polar Asset Management Partners Inc.	37,200	0.09%	$2.9M	NEW
116	VANGUARD ASSET MANAGEMENT, Ltd	37,182	0.09%	$2.9M	+896 (+2.5%)
117	DARK FOREST CAPITAL MANAGEMENT LP	33,036	0.08%	$2.6M	NEW
118	OPPENHEIMER & CO INC	32,761	0.08%	$2.6M	+10,884 (+49.8%)
119	Cerity Partners LLC	32,358	0.07%	$2.6M	+1,999 (+6.6%)
120	TRUIST FINANCIAL CORP	31,011	0.07%	$2.4M	-3,169 (-9.3%)
121	Elo Mutual Pension Insurance Co	30,975	0.07%	$2.4M	NEW
122	STATE OF WISCONSIN INVESTMENT BOARD	30,750	0.07%	$2.4M	-22,610 (-42.4%)
123	FIFTH THIRD BANCORP	28,969	0.07%	$2.3M	+10,387 (+55.9%)
124	BARCLAYS PLC	28,928	0.07%	$2.3M	+5,441 (+23.2%)
125	BRIDGES INVESTMENT MANAGEMENT INC	28,793	0.07%	$2.3M	+11,053 (+62.3%)
126	Janney Montgomery Scott LLC	27,637	0.06%	$2.2M	-9,601 (-25.8%)
127	Aquatic Capital Management LLC	26,747	0.06%	$2.1M	NEW
128	CANADA PENSION PLAN INVESTMENT BOARD	25,600	0.06%	$2.0M	-33,100 (-56.4%)
129	Quantinno Capital Management LP	25,360	0.06%	$2.0M	-31,198 (-55.2%)
130	OPPENHEIMER ASSET MANAGEMENT INC.	25,138	0.06%	$2.0M	-8,409 (-25.1%)
131	Vestmark Advisory Solutions, Inc.	24,639	0.06%	$1.9M	-5,158 (-17.3%)
132	CAXTON ASSOCIATES LLP	24,560	0.06%	$1.9M	NEW
133	Sanctuary Advisors, LLC	23,880	0.06%	$1.9M	-2,711 (-10.2%)
134	Cetera Investment Advisers	22,564	0.05%	$1.8M	-831 (-3.6%)
135	GSA CAPITAL PARTNERS LLP	22,229	0.05%	$1.8M	+19,097 (+609.7%)
136	NewEdge Wealth, LLC	21,836	0.05%	$1.7M	-3,997 (-15.5%)
137	WINTON GROUP Ltd	21,361	0.05%	$1.7M	+6,908 (+47.8%)
138	Freestone Grove Partners LP	20,654	0.05%	$1.6M	+15,734 (+319.8%)
139	ExodusPoint Capital Management, LP	20,126	0.05%	$1.6M	NEW
140	B. Metzler seel. Sohn & Co. AG	19,889	0.05%	$1.6M	-9,266 (-31.8%)
141	MetLife Investment Management, LLC	19,649	0.05%	$1.5M	-1,636 (-7.7%)
142	ALGERT GLOBAL LLC	18,920	0.04%	$1.5M	-2,770 (-12.8%)
143	AMALGAMATED BANK	18,453	0.04%	$1.5M	-685 (-3.6%)
144	&PARTNERS	18,391	0.04%	$1.5M	-1,917 (-9.4%)
145	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	18,219	0.04%	$1.4M	-330 (-1.8%)
146	Police & Firemen's Retirement System of New Jersey	18,161	0.04%	$1.4M	+726 (+4.2%)
147	Jain Global LLC	18,082	0.04%	$1.4M	NEW
148	Treasurer of the State of North Carolina	16,760	0.04%	$1.3M	-560 (-3.2%)
149	State of New Jersey Common Pension Fund D	16,460	0.04%	$1.3M	-3,442 (-17.3%)
150	ALPS ADVISORS INC	16,225	0.04%	$1.3M	+3,575 (+28.3%)
151	VIRGINIA RETIREMENT SYSTEMS ET Al	16,100	0.04%	$1.3M	NEW
152	MERCER GLOBAL ADVISORS INC /ADV	15,615	0.04%	$1.2M	+12,867 (+468.2%)
153	Vanguard Global Advisers, LLC	15,488	0.04%	$1.2M	-1,158 (-7.0%)
154	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	15,335	0.04%	$1.2M	-29,343 (-65.7%)
155	State of Tennessee, Department of Treasury	15,206	0.04%	$1.2M	-273 (-1.8%)
156	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	15,154	0.03%	$1.2M	-505 (-3.2%)
157	Corient Private Wealth LP	15,021	0.03%	$1.2M	-14,400 (-48.9%)
158	Handelsbanken Fonder AB	14,800	0.03%	$1.2M	-1,200 (-7.5%)
159	SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,295	0.03%	$1.1M	-31,241 (-68.6%)
160	Oak Thistle LLC	14,194	0.03%	$1.1M	NEW
161	Pathstone Holdings, LLC	13,892	0.03%	$1.1M	-4,025 (-22.5%)
162	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13,707	0.03%	$1.1M	+11,414 (+497.8%)
163	Engineers Gate Manager LP	13,640	0.03%	$1.1M	NEW
164	Mawer Investment Management Ltd.	13,400	0.03%	$1.1M	NEW
165	VICTORY CAPITAL MANAGEMENT INC	12,945	0.03%	$1.0M	+3,001 (+30.2%)
166	Zurcher Kantonalbank (Zurich Cantonalbank)	12,765	0.03%	$1.0M	+2,108 (+19.8%)
167	Numerai GP LLC	12,755	0.03%	$1.0M	NEW
168	M&T Bank Corp	12,725	0.03%	$1.0M	-530 (-4.0%)
169	Mariner, LLC	12,614	0.03%	$993K	NEW
170	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	12,530	0.03%	$988K	—
171	Thrivent Financial for Lutherans	12,480	0.03%	$984K	-11,927 (-48.9%)
172	Connor, Clark & Lunn Investment Management Ltd.	12,418	0.03%	$979K	+8,354 (+205.6%)
173	ALLSTATE CORP	12,084	0.03%	$953K	NEW
174	Louisiana State Employees Retirement System	12,000	0.03%	$946K	+200 (+1.7%)
175	Orion Porfolio Solutions, LLC	11,756	0.03%	$927K	+2,897 (+32.7%)
176	Van Hulzen Asset Management, LLC	11,584	0.03%	$913K	-3,621 (-23.8%)
177	ARIZONA STATE RETIREMENT SYSTEM	11,518	0.03%	$908K	+46 (+0.4%)
178	Magnetar Financial LLC	11,427	0.03%	$901K	+7,751 (+210.9%)
179	YOUSIF CAPITAL MANAGEMENT, LLC	11,220	0.03%	$884K	-689 (-5.8%)
180	Sierra Capital LLC	11,017	0.03%	$868K	—
181	Entropy Technologies, LP	10,860	0.03%	$856K	NEW
182	BANK OF MONTREAL /CAN/	10,656	0.02%	$840K	+7,264 (+214.2%)
183	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	10,483	0.02%	$826K	+5,215 (+99.0%)
184	Vanguard Investments Australia, Ltd.	10,195	0.02%	$804K	—
185	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	9,783	0.02%	$771K	-455 (-4.4%)
186	KLP KAPITALFORVALTNING AS	9,700	0.02%	$770K	—
187	Sterling Capital Management LLC	9,610	0.02%	$758K	+524 (+5.8%)
188	STATE OF MICHIGAN RETIREMENT SYSTEM	9,600	0.02%	$757K	-200 (-2.0%)
189	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	9,192	0.02%	$725K	+37 (+0.4%)
190	FOX RUN MANAGEMENT, L.L.C.	8,943	0.02%	$705K	+4,143 (+86.3%)
191	AlphaGrep UK Ltd	8,710	0.02%	$687K	+6,523 (+298.3%)
192	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	8,407	0.02%	$663K	-149,548 (-94.7%)
193	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	8,400	0.02%	$662K	—
194	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	8,200	0.02%	$646K	—
195	TD PRIVATE CLIENT WEALTH LLC	7,966	0.02%	$628K	-919 (-10.3%)
196	NEUBERGER BERMAN GROUP LLC	7,881	0.02%	$621K	-702,867 (-98.9%)
197	Farther Finance Advisors, LLC	7,798	0.02%	$614K	+6,317 (+426.5%)
198	SEARLE & CO.	7,700	0.02%	$607K	NEW
199	Ameritas Investment Partners, Inc.	7,494	0.02%	$591K	—
200	Erste Asset Management GmbH	7,443	0.02%	$587K	NEW
201	Atria Investments, Inc	7,373	0.02%	$581K	-9,724 (-56.9%)
202	CAPTRUST FINANCIAL ADVISORS	7,312	0.02%	$576K	NEW
203	Bridgefront Capital, LLC	7,277	0.02%	$574K	NEW
204	Blueshift Asset Management, LLC	6,599	0.02%	$520K	NEW
205	Pictet Asset Management Holding SA	6,557	0.02%	$517K	—
206	MML INVESTORS SERVICES, LLC	6,508	0.02%	$513K	+1,089 (+20.1%)
207	HARBOR CAPITAL ADVISORS, INC.	6,370	0.01%	$502K	-34 (-0.5%)
208	Aster Capital Management (DIFC) Ltd	6,092	0.01%	$480K	NEW
209	Summit Trail Advisors, LLC	6,055	0.01%	$477K	+2,418 (+66.5%)
210	US BANCORP \DE\	5,967	0.01%	$470K	+4,908 (+463.5%)
211	BAMCO INC /NY/	5,884	0.01%	$464K	+1,884 (+47.1%)
212	Morningstar Investment Management LLC	5,726	0.01%	$569K	—
213	OSAIC HOLDINGS, INC.	5,653	0.01%	$446K	+539 (+10.5%)
214	Baird Financial Group, Inc.	5,506	0.01%	$434K	NEW
215	AVIVA PLC	5,460	0.01%	$430K	+1,366 (+33.4%)
216	Tidal Investments LLC	5,387	0.01%	$425K	-4,493 (-45.5%)
217	FMR LLC	5,337	0.01%	$421K	+476 (+9.8%)
218	Verdence Capital Advisors LLC	5,103	0.01%	$402K	NEW
219	Keebeck Wealth Management	4,994	0.01%	$397K	-5,026 (-50.2%)
220	XPONANCE LLC	4,825	0.01%	$380K	-2,720 (-36.1%)
221	EVERGREEN CAPITAL MANAGEMENT LLC	4,776	0.01%	$379K	NEW
222	New Age Alpha Advisors, LLC	4,748	0.01%	$374K	-112 (-2.3%)
223	Quadrature Capital Ltd	4,625	0.01%	$365K	NEW
224	Pacer Advisors, Inc.	4,602	0.01%	$363K	-1,387 (-23.2%)
225	LECAP ASSET MANAGEMENT LTD	4,523	0.01%	$357K	-9,695 (-68.2%)
226	Vanguard Personalized Indexing Management, LLC	4,510	0.01%	$356K	+1,518 (+50.7%)
227	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4,421	0.01%	$349K	—
228	Centiva Capital, LP	4,414	0.01%	$348K	NEW
229	INCEPTIONR LLC	4,405	0.01%	$347K	+1,030 (+30.5%)
230	ACADIAN ASSET MANAGEMENT LLC	4,274	0.01%	$336K	NEW
231	Merit Financial Group, LLC	4,126	0.01%	$325K	NEW
232	PRESILIUM PRIVATE WEALTH, LLC	4,058	0.01%	$320K	—
233	ELEVATION POINT WEALTH PARTNERS, LLC	4,008	0.01%	$318K	-267 (-6.2%)
234	State of Alaska, Department of Revenue	4,004	0.01%	$315K	-63 (-1.5%)
235	EntryPoint Capital, LLC	3,819	0.01%	$301K	NEW
236	Dynamic Technology Lab Private Ltd	3,810	0.01%	$300K	+520 (+15.8%)
237	Tower Research Capital LLC (TRC)	3,758	0.01%	$296K	+2,427 (+182.3%)
238	PARK AVENUE SECURITIES LLC	3,674	0.01%	$290K	-14 (-0.4%)
239	MIRABELLA FINANCIAL SERVICES LLP	3,674	0.01%	$290K	-2,791 (-43.2%)
240	Sequoia Financial Advisors, LLC	3,654	0.01%	$288K	NEW
241	NATIONAL BANK OF CANADA /FI/	3,653	0.01%	$288K	-10,113 (-73.5%)
242	Mitsubishi UFJ Trust & Banking Corp	3,637	0.01%	$287K	NEW
243	OXFORD ASSET MANAGEMENT LLP	3,607	0.01%	$284K	NEW
244	BESSEMER GROUP INC	3,594	0.01%	$283K	-117,429 (-97.0%)
245	Curi Capital, LLC	3,569	0.01%	$283K	NEW
246	Graham Capital Management, L.P.	3,469	0.01%	$273K	NEW
247	NORTHSTAR ASSET MANAGEMENT Co	3,450	0.01%	$287K	+300 (+9.5%)
248	Allegheny Financial Group	3,448	0.01%	$272K	NEW
249	Fulcrum Asset Management LLP	3,421	0.01%	$257K	NEW
250	COLDSTREAM CAPITAL MANAGEMENT INC	3,419	0.01%	$270K	+593 (+21.0%)

Exited since 2026-03-31 (82 filers; largest 25 shown)

Champlain Investment Partners, LLC	−1,087,227
JANUS HENDERSON GROUP PLC	−905,660
Balyasny Asset Management L.P.	−654,579
Capital World Investors	−640,782
WESTFIELD CAPITAL MANAGEMENT CO LP	−364,174
WELLINGTON MANAGEMENT GROUP LLP	−93,559
FIL Ltd	−93,243
DANSKE BANK A/S	−84,458
ARGENT CAPITAL MANAGEMENT LLC	−55,236
Allspring Global Investments Holdings, LLC	−45,022
Aptus Capital Advisors, LLC	−40,132
PRUDENTIAL FINANCIAL INC	−24,840
Prana Capital Management, LP	−22,568
Empowered Funds, LLC	−21,114
Diversified Trust Co	−16,830
TD Asset Management Inc	−16,676
BW Gestao de Investimentos Ltda.	−15,000
DIVERSIFY WEALTH MANAGEMENT, LLC	−11,604
Point Nemo Capital, LLC	−11,442
Bridgewater Associates, LP	−10,234
Richard Bernstein Advisors LLC	−9,900
Gibbs Wealth Management	−5,569
CenterBook Partners LP	−5,427
Emerald Investment Advisers, LLC	−4,099
Impact Capital Partners LLC	−3,864

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Laurence F. Whittemore	SCHEDULE 13D/A	2026-05-29	2026-05-27	56,880	0.1%
Mario L. Giannini	SCHEDULE 13D/A	2026-05-29	2026-05-27	1,418,054	3.1%
David Helgerson	SCHEDULE 13D/A	2026-05-29	2026-05-27	189,912	0.4%
Edward B. Whittemore	SCHEDULE 13D/A	2026-05-29	2026-05-27	95,000	0.2%
Erik R. Hirsch	SCHEDULE 13D/A	2026-05-29	2026-05-27	1,417,363	3.2%
French River 5 Limited	SCHEDULE 13D/A	2026-05-29	2026-05-27	330,022	0.8%
Hamilton Lane Advisors, Inc.	SCHEDULE 13D/A	2026-05-29	2026-05-27	1,028,699	2.3%
Hartley R. Rogers	SCHEDULE 13D/A	2026-05-29	2026-05-27	15,351,034	27.6%
HLA Investments, LLC	SCHEDULE 13D/A	2026-05-29	2026-05-27	15,351,034	27.6%
HRHLA, LLC	SCHEDULE 13D/A	2026-05-29	2026-05-27	15,351,034	27.6%
Juan Delgado-Moreira	SCHEDULE 13D/A	2026-05-29	2026-05-27	1,882,047	4.3%
Thomas Kerr	SCHEDULE 13D/A	2026-05-29	2026-05-27	179,670	0.4%
The 2008 Sexton Des. Trust FBO Matthew Sexton	SCHEDULE 13D/A	2026-05-29	2026-05-27	291,233	0.7%
Kyera Giannini	SCHEDULE 13D/A	2026-05-29	2026-05-27	213,648	0.5%
The 2008 Sexton Des. Trust FBO Laura Sexton	SCHEDULE 13D/A	2026-05-29	2026-05-27	291,233	0.7%
Andrea Anigati Kramer	SCHEDULE 13D/A	2026-05-29	2026-05-27	434,323	1%
Michael Kelly	SCHEDULE 13D/A	2026-05-29	2026-05-27	60,000	0.1%
Michael Donohue	SCHEDULE 13D/A	2026-05-29	2026-05-27	59,368	0.1%
Margaret McAllister	SCHEDULE 13D/A	2026-05-29	2026-05-27	359,006	0.8%
Michael Schmertzler	SCHEDULE 13D/A	2026-05-29	2026-05-27	600,000	1.4%
Nicole Giannini	SCHEDULE 13D/A	2026-05-29	2026-05-27	213,648	0.5%
Oakville Number 2 Trust	SCHEDULE 13D/A	2026-05-29	2026-05-27	330,022	0.8%
O. Griffith Sexton	SCHEDULE 13D/A	2026-05-29	2026-05-27	604,732	1.4%
Paul Yett	SCHEDULE 13D/A	2026-05-29	2026-05-27	228,500	0.5%
Rysaffe Trustee CO (CI) Limited	SCHEDULE 13D/A	2026-05-29	2026-05-27	330,022	0.8%
Stephen R. Brennan	SCHEDULE 13D/A	2026-05-29	2026-05-27	176,388	0.4%
Tara Devlin	SCHEDULE 13D/A	2026-05-29	2026-05-27	210,619	0.5%
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G/A	2026-05-14	2026-03-31	3,415,380	7.8%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-10-17	2025-09-30	3,980,037	9.1%
Kevin J. Lucey	SCHEDULE 13D/A	2025-02-14	2025-02-12	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.