HLIO

Helios Technologies Inc

Latest period2026 - Q2Total superinvestors30

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 30 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
Mary Hettig@Sara-bay Financial
Recent Activity
Decreased -0.62%
27.26%
$102.339M
1.147M shares@ 89.26 avg price
Robert M. Mitchell@Conestoga Capital Advisors, Llc
Recent Activity
Decreased -18.17%
2.11%
$96.778M
1.084M shares@ 89.25 avg price
Dan Thurber@Wasatch Advisors Lp
Recent Activity
Decreased -17.38%
0.39%
$58.913M
660,085 shares@ 89.25 avg price
Athena Konstantinidis@Congress Asset Management Co
Recent Activity
Increased 78%
0.07%
$11.176M
125,225 shares@ 89.26 avg price
Sebrina Ivey@Ghp Investment Advisors, Inc.
Recent Activity
Increased 4.19%
0.15%
$3.962M
44,392 shares@ 89.25 avg price
Luke Vinnola@D.a. Davidson & Co.
Recent Activity
Decreased -13.47%
0.02%
$2.392M
26,805 shares@ 89.25 avg price
Mark Schafer@Police & Firemen's Retirement System Of New Jersey
Recent Activity
Increased 11.96%
0.01%
$879,023
9,849 shares@ 89.25 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
New Position
0.01%
$500,027
6,248 shares@ 80.03 avg price
Amy C Hui@Y-intercept (hong Kong) Ltd
Recent Activity
Decreased -62.12%
0.01%
$435,540
4,880 shares@ 89.25 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Increased 1.72%
0.09%
$364,676
4,086 shares@ 89.26 avg price

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