HLIO

Helios Technologies Inc

Latest period2026 - Q1Total superinvestors249

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 249 superinvestors own shares of Helios Technologies Inc (HLIO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Helios Technologies Inc (HLIO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Helios Technologies Inc (HLIO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Helios Technologies Inc (HLIO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Spencer Fleming@Blackrock, Inc.
Recent Activity
Decreased -1.04%
0.01%
$158.084M
2.443M shares@ 64.71 avg price
Selwyn Notelovitz@Dimensional Fund Advisors Lp
Recent Activity
Increased 0.4%
0.03%
$104.743M
1.619M shares@ 64.71 avg price
Christine M. Buchanan@Vanguard Portfolio Management Llc
Recent Activity
New Position
0.01%
$97.408M
1.505M shares@ 64.71 avg price
Christine M. Buchanan@Vanguard Capital Management Llc
Recent Activity
New Position
0.01%
$95.599M
1.477M shares@ 64.72 avg price
Robert M. Mitchell@Conestoga Capital Advisors, Llc
Recent Activity
Decreased -14.61%
1.72%
$85.754M
1.325M shares@ 64.71 avg price
Jason Cronin@Wellington Management Group Llp
Recent Activity
Decreased -34.58%
0.02%
$84.555M
1.307M shares@ 64.71 avg price
Mary Hettig@Sara-bay Financial
Recent Activity
Decreased -4.23%
22.46%
$74.669M
1.154M shares@ 64.71 avg price
Beata Markowicz@Jennison Associates Llc
Recent Activity
Increased 30.14%
0.05%
$67.038M
1.036M shares@ 64.71 avg price
Telmo Martins@William Blair Investment Management, Llc
Recent Activity
Increased 58.52%
0.2%
$60.246M
931,008 shares@ 64.72 avg price
David S. Royal@Thrivent Financial For Lutherans
Recent Activity
Decreased -0.02%
0.12%
$59.893M
925,546 shares@ 64.72 avg price

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