HELIOS TECHNOLOGIES, INC.

HLIONYSE

$71.71+2.82 (+4.09%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

HELIOS TECHNOLOGIES, INC. price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+37.0%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	7.85%	$231M	0.00%	Not reported
Vanguard Portfolio Management LLC	4.97%	$146M	0.01%	Not reported
Dimensional Fund Advisors LP	4.69%	$138M	0.03%	Not reported
Vanguard Capital Management LLC	4.42%	$130M	0.00%	Not reported
Sara-Bay Financial	3.47%	$102M	27.26%	Reduce 0.63%
Conestoga Capital Advisors, LLC	3.28%	$96.8M	2.11%	Reduce 18.18%
Invesco Ltd.	3.28%	$96.7M	0.01%	Not reported
Geode Capital Management, LLC	2.96%	$87.4M	0.00%	Not reported
Jennison Associates LLC	2.96%	$87.2M	0.05%	Reduce 5.64%
Thrivent Financial for Lutherans	2.78%	$82M	0.14%	Reduce 0.72%
Wellington Management Group LLP	2.69%	$79.2M	0.01%	Reduce 32.09%
State Street Corp	2.55%	$75.1M	0.00%	Not reported
William Blair Investment Management, LLC	2.52%	$74.5M	0.22%	Reduce 10.40%
T. Rowe Price Investment Management, Inc.	2.36%	$69.5M	0.05%	Reduce 0.41%
Neuberger Berman Group LLC	2.31%	$68M	0.05%	Not reported
Ameriprise Financial Inc	2.25%	$66.4M	0.01%	Not reported
Nomura Asset Management International Inc.	2.17%	$64.1M	0.10%	Reduce 6.50%
ACK Asset Management LLC	2.06%	$60.8M	7.10%	Reduce 12.73%
Wasatch Advisors LP	2.00%	$58.9M	0.39%	Reduce 17.39%
Nuveen, LLC	1.53%	$45.3M	0.01%	Not reported
Goldman Sachs Group Inc	1.36%	$40.1M	0.00%	Not reported
Bank of America Corp	1.24%	$36.7M	0.00%	Not reported
Jupiter Topco LLC	1.24%	$36.4M	0.01%	Not reported
Charles Schwab Investment Management Inc	1.23%	$36.4M	0.00%	Not reported
Aberdeen Group plc	1.20%	$35.5M	0.05%	Add 37.40%
Arrowstreet Capital, Limited Partnership	1.20%	$35.3M	0.02%	Not reported
Northern Trust Corp	1.01%	$29.9M	0.00%	Not reported
Iat Reinsurance Co Ltd.	0.91%	$13.4M	8.04%	Not reported
Driehaus Capital Management LLC	0.91%	$26.7M	0.15%	Add 51.25%
MetLife Investment Management, LLC	0.86%	$25.3M	0.11%	Not reported
Aperture Investors, LLC	0.82%	$24.1M	2.18%	Reduce 11.00%
FMR LLC	0.82%	$24M	0.00%	Not reported
Royce & Associates LP	0.76%	$22.5M	0.18%	Not reported
Kennedy Capital Management LLC	0.67%	$19.9M	0.35%	Reduce 2.81%
Vanguard Fiduciary Trust Co	0.67%	$19.8M	0.00%	Not reported
Morgan Stanley	0.66%	$19.5M	0.00%	Not reported
Leeward Investments, LLC - MA	0.63%	$18.7M	0.85%	Add 40.04%
Rockefeller Capital Management L.P.	0.61%	$18M	0.03%	Not reported
Jane Street Group, LLC	0.55%	$16.3M	0.00%	Not reported
Susquehanna International Group, LLP	0.55%	$16.2M	0.00%	Not reported
Citadel Advisors LLC	0.51%	$15M	0.00%	Not reported
Bank of New York Mellon Corp	0.51%	$14.9M	0.00%	Not reported
Silvercrest Asset Management Group LLC	0.50%	$14.8M	0.10%	Reduce 8.25%
Raymond James Financial Inc	0.46%	$13.5M	0.00%	Not reported
Point72 Asset Management, L.P.	0.44%	$13M	0.01%	Not reported
Tudor Investment Corp Et Al	0.43%	$12.7M	0.02%	Not reported
Mackenzie Financial Corp	0.42%	$12.3M	0.01%	Not reported
UBS Group AG	0.42%	$12.3M	0.00%	Not reported
Intrinsic Edge Capital Management LLC	0.39%	$11.6M	1.20%	New Not reported
Hillsdale Investment Management Inc.	0.38%	$11.2M	0.26%	Not reported

50 of 267 holders

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