Hamilton Lane INC

For the period ended Mar 31, 2026. Filed May 21, 2026.

About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2026 · Filed May 21, 2026

HLNE$96.38+0.5%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Consolidated Statements of Stockholders' Equity

	Class A Common Stock	Class B Common Stock	Additional Paid in Capital	Accumulated Other Comprehensive Income	Retained Earnings	Non-ControllingInterests in Consolidated Funds and Partnerships	Non-ControllingInterests in Hamilton Lane Advisors, L.L.C.	Total Equity
Balance at March 31, 2023	$39	$15	$171,567	$—	$243,823	$23,046	$135,702	$574,192
Net income	—	—	—	—	140,858	5,514	80,835	227,207
Equity-based compensation	—	—	8,533	—	—	—	3,600	12,133
Purchase and retirement of Class A stock for tax withholding	—	—	(2,491)	—	—	—	(1,016)	(3,507)
Deferred tax adjustment	—	—	7,147	—	—	—	—	7,147
Dividends declared	—	—	—	—	(67,985)	—	—	(67,985)
Capital (distributions to) contributions from non-controlling interests, net	—	—	—	—	—	143,556	—	143,556
Member distributions	—	—	—	—	—	—	(51,965)	(51,965)
Secondary Offering	2	(1)	17,541	—	—	—	(17,542)	—
Employee Share Purchase Plan share issuance	—	—	1,585	—	—	—	668	2,253
Deconsolidation of Consolidated Fund	—	—	—	—	—	(167,073)	—	(167,073)
Equity reallocation between controlling and non-controlling interests	—	—	4,520	—	—	—	(4,520)	—
Balance at March 31, 2024	$41	$14	$208,402	$—	$316,696	$5,043	$145,762	$675,958
Net income	—	—	—	—	217,417	3,508	92,843	313,768
Other comprehensive loss	—	—	—	(141)	—	—	(43)	(184)
Equity-based compensation	—	—	23,303	—	—	—	8,104	31,407
Purchase and retirement of Class A stock for tax withholding	—	—	(4,096)	—	—	—	(1,372)	(5,468)
Deferred tax adjustment	—	—	9,689	—	—	—	—	9,689
Dividends declared	—	—	—	—	(78,602)	—	—	(78,602)
Capital (distributions to) contributions from non-controlling interests, net	—	—	—	—	—	21,332	—	21,332
Member distributions	—	—	—	—	—	—	(46,798)	(46,798)
Secondary Offering	2	(2)	21,356	—	—	—	(21,360)	(4)
Employee Share Purchase Plan share issuance	—	—	2,071	—	—	—	726	2,797
Equity reallocation between controlling and non-controlling interests	—	—	1,131	—	—	—	(1,131)	—
Balance at March 31, 2025	$43	$12	$261,856	$(141)	$455,511	$29,883	$176,731	$923,895

Consolidated Statements of Stockholders' Equity

	Class A Common Stock	Class B Common Stock	Additional Paid in Capital	Accumulated Other Comprehensive Income	Retained Earnings	Non-ControllingInterests in Consolidated Funds and Partnerships	Non-ControllingInterests in Hamilton Lane Advisors, L.L.C.	Total Equity
Balance at March 31, 2025	$43	$12	$261,856	$(141)	$455,511	$29,883	$176,731	$923,895
Net income	—	—	—	—	249,180	44,166	94,374	387,720
Other comprehensive income	—	—	—	1,311	—	33	397	1,741
Equity-based compensation	—	—	39,168	—	—	—	11,699	50,867
Private placement warrant	—	—	6,686	—	—	—	1,963	8,649
Purchase and retirement of Class A stock for tax withholding	—	—	(3,562)	—	—	—	(1,051)	(4,613)
Deferred tax adjustment	—	—	2,710	—	—	—	—	2,710
Dividends declared	—	—	—	—	(89,998)	—	—	(89,998)
Capital (distributions to) contributions from non-controlling interests, net	—	—	—	—	—	288,028	—	288,028
Member distributions	—	—	—	—	—	—	(54,381)	(54,381)
Secondary Offering	—	—	5,663	—	—	—	(5,663)	—
Employee Share Purchase Plan share issuance	1	—	2,404	—	—	—	719	3,124
Shares repurchased and retired	—	—	(15,449)	—	—	—	(4,537)	(19,986)
Deconsolidation of Consolidated Fund	—	—	—	—	—	(31,217)	—	(31,217)
Equity reallocation between controlling and non-controlling interests	—	—	(163)	—	—	—	163	—
Balance at March 31, 2026	$44	$12	$299,313	$1,170	$614,693	$330,893	$220,414	$1,466,539

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.