Companies / Helios Technologies Inc

Helios Technologies Inc

NYSE: HLIOCIK 1024795SARASOTA, FL

Financials · FY2026

Revenue$839.00M
Net income$48.40M
Total debt$332.30M
Cash$68.00M
Diluted EPS$1.45
Shares outstanding33.0M

Ownership

33.0M shares outstanding · as of Jul 31, 2026
0.46%Insiders
Ownership
Insiders0.46%151,100
10%+ / strategic10.27%3,383,966
Institutions93.68%30,867,759
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 12

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Insider% of sharesShares
Britt DouglasDirector
0.09%29,704
Bagan SeanCEOPresident and CEO · Director
0.06%19,632
Brown Laura DDirector
0.06%19,268
Schuetz AlexanderDirector
0.05%18,003
Chenanda CaryDirector
0.05%17,036
Martich Frederick JosephPres. of Hydraulics, MCT
0.04%13,729
Arduini MatteoPresident of Hydraulics, FCT
0.03%11,317
Sacchi DianaDirector
0.03%10,375
Greenberg Marc AGeneral Counsel and Secretary
0.03%10,074
Aldridge Billy VernPresident, Electronics
<0.01%1,043

Institutional holders 232

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HolderValue% of shares
BlackRock, Inc.$231.41M7.87%
Vanguard Group Inc$169.15M9.60%
Wellington Management Group LLP$106.85M6.06%
Dimensional Fund Advisors LP$86.25M4.89%
Conestoga Capital Advisors, LLC$85.75M4.02%
State Street Corporation$75.15M2.56%
Sara-Bay Financial$65.38M3.66%
Geode Capital Management, LLC$54.16M2.54%
BARROW HANLEY MEWHINNEY &amp; STRAUSS LLC$53.17M3.02%
Vaughan Nelson Investment Management, L.P.$44.85M2.10%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Jun 23, 2026Arduini Matteo
Executive
SellCommon Stock$545.0K-6K
-34.75%
11,317
0.03% of shares
medium
Jun 22, 2026Arduini Matteo
Executive
SellCommon Stock$359.7K-4K
-26.11%
11,317
0.03% of shares
medium
Jan 3, 2026Bagan Sean
CEO
ExerciseCommon Stock$323.0K+6K
+50.70%
17,548
0.05% of shares
low
Mar 5, 2026Bagan Sean
CEO
GrantCommon Stock$250.0K+4K
+23.21%
19,632
0.06% of shares
low
May 15, 2026Arduini Matteo
Executive
SellCommon Stock$229.4K-3K
-16.38%
15,317
0.05% of shares
medium
Jun 23, 2026Arduini Matteo
Executive
ExerciseCommon Stock$202.4K+4K
+29.98%
17,344
0.05% of shares
low
Jun 5, 2026Brown Laura D
Director
ExerciseCommon Stock$166.0K+2K
+11.85%
19,268
0.06% of shares
low
Jan 3, 2026Bagan Sean
CEO
ExerciseCommon Stock$131.6K+2K
+24.49%
12,230
0.04% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Conestoga Capital Advisors, LLCPassive13G/A—1,662,124—
Vanguard Group IncPassive13G/A—0—
Wellington Management Group LLPPassive13G———
Wellington Management Group LLPPassive13G/A———
Vanguard Capital ManagementPassive13G—1,721,842—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
HLIO——42328H109—