Position in HLNE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,284,875
-$4,320,039 QoQ
Shares Held
105,098
-17.1% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#79
of 377 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 78%
Shared 20%
None 1%
Common Shares in HLNE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $87,793,388 across 4 Asset Management names. HLNE ranks #2 (9.4% of the industry book) .
All Filings in HLNE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,284,875 | 105,098 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $12,604,914 | 126,810 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,214,492 | 98,388 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $13,415,918 | 99,532 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $14,221,379 | 100,066 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $14,710,599 | 98,948 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $14,660,799 | 99,026 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $16,745,711 | 99,446 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $12,281,256 | 99,379 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||