Helios Technologies, Inc. HLIO

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66.95 USD -1.48 (-2.16%)

At closeNov 4, 2026, 5:32 PM EST

66.90 -0.05 -0.07%

After hours · Nov 4, 5:32 PM ET

65.05 Day range 69.43
49.86 52-week range 95.05
YTD
+25.16%
1 year
+20.70%

Held by funds

121 US ETFs and mutual funds hold HLIO · largest positions

Funds holding HLIO, by value held
FundValue heldWeight in fund
VTI $71.84M0.00%
NJM $66.39M0.08%
IWM $58.45M0.08%
VB $50.40M0.03%
VBR $32.78M0.05%
DFAT $28.46M0.09%
FSSNX $26.69M0.08%
VXF $25.25M0.03%
NAJ $24.39M0.18%
CGOAX $22.40M0.66%
IWN $19.16M0.14%
DFAS $17.63M0.05%
DFSV $17.25M0.06%
VTWO $13.18M0.07%
SCHA $12.06M0.05%
FSMAX $10.18M0.03%
DFAC $9.98M0.01%
DFMC $8.18M0.11%
VSTCX $6.49M0.20%
FNDA $6.47M0.07%

Ownership

Held by insiders 1.40%
Held by institutions 98.04%
Float held by institutions 99.43%
Institutions 376

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.7.87%2,592,872173.64MJun 29, 2026
Vanguard Portfolio Management LLC4.98%1,641,106109.90MJun 29, 2026
Dimensional Fund Advisors LP4.70%1,549,341103.76MJun 29, 2026
Vanguard Capital Management LLC4.44%1,462,10697.92MJun 29, 2026
Sara-Bay Financial3.47%1,144,98476.68MSep 29, 2026
Invesco Ltd.3.29%1,083,03872.53MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.18%1,049,30470.27MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.62%864,69057.91MSep 29, 2026
AIM Counselor Series TRT -Invesco Discovery Fd.2.36%778,31352.12MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.30%757,11950.70MJun 29, 2026
Conestoga Funds-Conestoga Small Cap Fund2.07%681,56045.64MJun 29, 2026
Thrivent Mutual Funds-Thrivent Small Cap Stock Fund1.94%639,22942.81MJul 30, 2026
HLIO insiders
InsiderRelationLatest transactionDateShares held
ARDUINI MATTEOOfficerConversion of Exercise of derivative securitySep 10, 202612,064
BAGAN SEAN P.Chief Executive OfficerConversion of Exercise of derivative securitySep 30, 202620,953
BRITT DOUGLAS MDirectorConversion of Exercise of derivative securitySep 17, 202630,491
BROWN LAURA D.DirectorConversion of Exercise of derivative securitySep 17, 202620,442
CHENANDA CARYDirectorConversion of Exercise of derivative securitySep 17, 202617,778
GREENBERG MARC AGeneral CounselConversion of Exercise of derivative securitySep 10, 202610,751