Helios Technologies, Inc. (HLIO)
NYSE: HLIO · Miscellaneous Fabricated Metal Products · Sarasota, FL · filing with the SEC since 1996
Grade4.1
◀ Past 3.7● Present 4.3▶ Future 4.3
Who owns Helios Technologies, Inc.
As filed with the SECHolders of 5% or more
4
Thrivent Financial For Lutherans holds 5.5% of Common Stock, as its SCHEDULE 13G filed Nov 14, 2024 says.
Directors and officers
13
report now, of 37 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Thrivent Financial For Lutherans
SCHEDULE 13G · filed Nov 14, 2024 · Common Stock
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Conestoga Capital Advisors
SCHEDULE 13G/A · filed Jan 9, 2026 · Common Stock · 6.44% in Jan 10, 2025
Vanguard Portfolio Management
SCHEDULE 13G · filed Jul 31, 2026 · Common Stock
Brown Capital Management, LLC
SCHEDULE 13G/A · filed May 15, 2025 · Common Stock, Par Value $0.001 · reported falling below 5%, from 4.6% in Feb 14, 2025
Wellington Management Group LLP
SCHEDULE 13G/A · filed May 15, 2026 · Common Stock · reported falling below 5%, from 6% in Feb 10, 2026
Wasatch Advisors LP
SCHEDULE 13G/A · filed Jun 6, 2025 · Common Stock · reported falling below 5%, from 10.2% in May 13, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 10% in Jan 8, 2025
What HLIO reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
i3 Product Development
A company bought · acquisition · owns, named in the 10-K filed Mar 3, 2026
Schultes Precision Manufacturing, Inc.
A company bought · acquisition · owns, named in the 10-K filed Mar 3, 2026
29 subsidiaries in 13 countries, from the list filed with the 10-K filed Mar 3, 2026.
Insider tradesForm 4
5sales
0purchases
0sales on a scheduled plan
2people selling
$1.3Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 5, 2025 to Oct 5, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Oct 5, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 37 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Arduini Matteo | President of Hydraulics, FCT | 4 | $1.2M | 0 | 0 | $0 |
| Sacchi Diana | director | 1 | $0 | 0 | 0 | $0 |