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HLIO in the 13F filings

Helios Technologies Inc · CUSIP 42328H109

Sector · Industrials
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q3 2024Q2 2024Q1 2024Q1 2023Q4 2021Q3 2021
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
4,592,449
combined, among listed positions
Reported value
$246m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,180,895.

Managers listing HLIO in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Wellington Management Group LLP1,997,527$107munder 0.1%Added+1,067,84617 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC704,395$38munder 0.1%Trimmed-5,06927 Oct 2026 (the filing on sec.gov)
Arrowstreet Capital LP582,421$31munder 0.1%Trimmed-11,94013 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd474,982$25munder 0.1%Trimmed-56,15517 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC158,968$8.5munder 0.1%Added+90,44612 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC114,639$6.1munder 0.1%Added+18,86817 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP70,831$3.8munder 0.1%Added+8,54813 Feb 2026 (the filing on sec.gov)
Invesco Ltd68,594$3.7munder 0.1%Added+3,87619 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc51,217$2.7munder 0.1%Trimmed-12,9265 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC48,534$2.6munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Millennium Management LLC42,568$2.3munder 0.1%Added+33,88117 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP42,572$2.3munder 0.1%Added+15,87917 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc39,490$2.1munder 0.1%Added+1,44017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP36,850$2.0munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC26,123$1.4munder 0.1%Added+2,68917 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC25,257$1.4munder 0.1%Trimmed-24,97917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)24,725$1.3munder 0.1%Added+85117 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP24,584$1.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC23,500$1.3munder 0.1%Trimmed-12,50012 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC22,787$1.2munder 0.1%Added+18,50917 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP6,000$321kunder 0.1%Trimmed-25,70017 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC5,072$271kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC813$43kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q1 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

01122Q3 2021Q4 2021Q1 2023Q1 2024Q2 2024Q3 2024Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HLIO by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20211$331kn.a.n.a.
Q4 20211$283mn.a.n.a.
Q1 20231$14mn.a.n.a.
Q1 20241$147m10
Q2 20242$173m11
Q3 20241$30m01
Q2 20251$931k10
Q3 20251$3.3m10
Q4 20251$2.7m1510
Q1 20261$46m1414
Q2 20261$68m209

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HLIO and KLAC →HLIO and GE →HLIO and LRCX →Choose a stock to compare with HLIO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HLIO, latest filings →Back to the 13F Explorer →