HLNE

HLNE

HLNE

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q1 Mar 31, 2025 TimesSquare Capital Management U.S. Small Cap Growth Strategy -9.6% -9.6% ACVA, ADUS, AZEK, BFAM, BJ, BOOT, CBLL, CHEF, CWST, DAWN, ERJ, FORM, FROG, FRPT, HLNE, INR, INSM, ITCI, KTOS, MGY, MVBF, PAY, PI, RRX, SLNO, TTEK, VERX, VRNA, VVV, WHD -
2023 Q4 Dec 31, 2023 TimesSquare Capital Management U.S. Small Cap Growth Strategy 6.2% 0.0% ATGE, ATRC, BJ, FLYW, HLNE, PRA, VC, WING -
2024 Q3 Oct 23, 2024 Polen Capital – U.S. Small Company Growth 7.4% -0.9% 4P0 GR, ALIT, ALRM, BROS, DOCS, ELF, GSHD, HLNE, NSIT, NVEE, PCTY, PGNY, RH, RMBS, RVLV, SITM -
2024 Q3 Oct 18, 2024 Polen Capital – U.S. SMID Company Growth 8.8% -1.3% 0HOT LN, AIT, ALIT, BLD, ELF, FIVE, GSHD, HLNE, MPWR, PGNY, RH, RVLV -
2025 Q4 Jan 24, 2026 Invesco Discovery Fund 4.9% 16.5% AVAV, BTSG, CRS, CVLT, CW, EHC, ESAB, FIVE, FN, FROG, GH, HLNE, LITE, LRN, MTSI, RKLB, RMBS, SITM, STEP, TSEM AI, compounders, growth, industrials, innovation, semiconductors, small caps, technology EHC
GH
2024 Q3 Sep 30, 2024 Artisan Partners Small Cap Fund 9.0% 14.0% CIGI, ELF, GWRE, HLNE, IBP, LSCC, RYTM, SN, VCYT -
2024 Q3 Sep 30, 2024 Alger Weatherbie Specialized Growth Fund 5.8% 9.5% HLNE, MEG, NTRA, PGNY, PRO, STEP -
2023 Q3 Sep 30, 2023 TimesSquare Capital Management U.S. Small Cap Growth Strategy 6.2% 0.0% ALGM, BJ, CWAN, CWST, DRVN, EME, HCP, HLNE, HQY, INSP, KRYS, LESL, MODG, PLNT, PRA, TMCI, VERX -
2023 Q3 Sep 30, 2023 TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy 5.9% 5.9% ALGM, BJ, DRVN, EME, GFL, HLNE, HQY, INSP, MODG, MTSI, PHR, PLNT, STVN, TPG -
2024 Q2 Jul 24, 2024 Polen Capital – U.S. Small Company Growth 7.4% -0.9% AAON, AIT, ALIT, DAVA, HELE, HLNE, IBP, OPCH, PGNY, RGEN, ROAD, RVLV, SITM, SMCI, WING, XPEL -
2024 Q2 Jun 30, 2024 TimesSquare Capital Management U.S. Small Cap Growth Strategy 6.2% 0.0% ADUS, ATRC, AZEK, BJ, BOOT, CERT, DRVN, ESAB, EWCZ, HLNE, HXL, IAC, MAX, MRUS, MVBF, NSA, RRX, SILK, SVV, TMCI, TTEK, VCTR, WRBY, WSC -
2023 Q4 Feb 20, 2024 Polen Capital – U.S. Small Company Growth 7.4% -0.9% BWMN, CCCS, CNM, FF0 GR, GNRC, HLNE, LGIH, MEDP, MODG, QLYS, WING, XPEL -
2024 Q4 Jan 23, 2025 Polen Capital – U.S. SMID Company Growth 2.7% 1.4% ALRM, BAH, BLD, BROS, BSY, EEFT, ENTG, FF0 GR, GSHD, HLNE, NSIT, PSTG, RMBS, RVLV, TYL, WRBY, WSC -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of HLNE

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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