Companies / Helios Technologies Inc
Helios Technologies Inc
NYSE: HLIOCIK 1024795SARASOTA, FL
Insider flow · last 90 daysNet sells $904.7K
Financials · FY2026
Ownership
33.0M shares outstanding · as of Jul 31, 2026
Ownership
| Insiders | 0.46% | 151,100 |
| 10%+ / strategic | 10.27% | 3,383,966 |
| Institutions | 93.68% | 30,867,759 |
| Public float | 0.00% | 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
View all →| Insider | % of shares | Shares |
|---|---|---|
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
View all →| Holder | Value | % of shares |
|---|---|---|
| $231.41M | 7.87% | |
| $169.15M | 9.60% | |
| $106.85M | 6.06% | |
| $86.25M | 4.89% | |
| $85.75M | 4.02% | |
| $75.15M | 2.56% | |
| $65.38M | 3.66% | |
| $54.16M | 2.54% | |
| $53.17M | 3.02% | |
| $44.85M | 2.10% |
Activity
Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Conestoga Capital Advisors, LLC 13F manager | Trim | Common stock | $-14.68M | -227K -14.62% | 1,325,206 4.02% of shares | medium |
| Q1 2026 as of | DePrince, Race & Zollo, Inc. 13F manager | Exit | Common stock | $-12.46M | -233K -100.00% | 0 | medium |
| Q2 2026 as of | BlackRock, Inc. 13F manager | Add | Common stock | $11.08M | +124K +5.03% | 2,592,872 7.87% of shares | medium |
| Q2 2026 as of | SG Capital Management LLC 13F manager | Exit | Common stock | $-10.57M | -198K -100.00% | 0 | medium |
| Q2 2026 as of | Victory Capital Management, Inc. 13F manager | Trim | Common stock | $-10.39M | -116K -91.39% | 10,970 0.03% of shares | medium |
| Q1 2026 as of | Schroder Investment Management Group 13F manager | Trim | Common stock | $-7.96M | -127K -41.87% | 176,130 0.53% of shares | medium |
| Q1 2026 as of | Hillsdale Investment Management Inc. 13F manager | New | Common stock | $7.31M | +113K | 113,020 0.34% of shares | medium |
| Q4 2025 as of | Bank of America Corp /De 13F manager | Trim | Common stock | $-7.01M | -131K -16.59% | 658,896 2.00% of shares | medium |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| Conestoga Capital Advisors, LLC | Passive13G/A | — |
| Vanguard Group Inc | Passive13G/A | — |
| Wellington Management Group LLP | Passive13G | — |
| Wellington Management Group LLP | Passive13G/A | — |
| Vanguard Capital Management | Passive13G | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| HLIO | — | 42328H109 |