Helios Technologies, Inc.
HLIO- Exchange
- NYSE
- Industry
- Miscellaneous Fabricated Metal Products
- SEC CIK
- 0001024795
No open-market purchases or sales by Helios Technologies, Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $2.86B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $1.57B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +37 vs. previous quarter
- 285
- 13F valueReported value at the end of Q2 2026
- $2.86B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $839.0M
- +4.1% year over year
- Net income, FY2025
- $48.4M
- +24.1% year over year
- Free cash flow, FY2025
- $103.6M
- +8.9% year over year
- Revenue, Q3 FY2026
- $229.7M
- +4.3% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 1.08M
- Shares sold short
- Change
- −25.0K
- −2.3% vs. previous
- Days to cover
- 4.24
- At average daily volume
Superinvestors holding HLIO, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding HLIO at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Helios Technologies, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 24, 2026 (view filing) | Jun 22-23 | 2 days | Arduini MatteoPresident of Hydraulics, FCT | SSale | −10.0K | $90.22 | −$904.7K | −47.0%11.3K after | 2 lots |
| May 19, 2026 (view filing) | May 15 | 4 days | Arduini MatteoPresident of Hydraulics, FCT | SSale | −3.00K | $76.48 | −$229.4K | −16.4%15.3K after | |
| Dec 8, 2025 (view filing) | Dec 5 | 3 days | Arduini MatteoPresident of Hydraulics, FCT | SSale | −2.00K | $54.61 | −$109.2K | −12.5%14.0K after | |
| Nov 12, 2025 (view filing) | Nov 5 | 7 daysLate | Sacchi DianaDirector | SSale | −620 | $58.36 | −$36.2K | −8.2%6.92K after | |
| Nov 27, 2024 (view filing) | Nov 25 | 2 days | Arduini MatteoPresident of Hydraulics, EMEA | SSale | −4.00K | $53.98 | −$215.9K | −25.4%11.8K after | |
| Nov 8, 2024 (view filing) | Nov 7 | 1 day | Sacchi DianaDirector | SSale | −615 | $53.91 | −$33.2K | −14.5%3.64K after | |
| May 23, 2024 (view filing) | May 21 | 2 days | Arduini MatteoPresident of Hydraulics, EMEA | SSale | −7.00K | $53.72 | −$376.0K | −30.8%15.8K after | |
| Jul 3, 2023 (view filing) | Jun 30 | 3 days | Lemaitre PhilippeDirector | SSale | −2.75K | $65.52 | −$180.2K | −4.6%57.3K after | |
| Nov 26, 2021 (view filing) | Nov 24 | 2 days | Nealis Melanie MChief Legal & Compliance Offic | SSale | −5.00K | $108.91 | −$544.6K | −62.7%2.98K after | 3 lots |
| Nov 15, 2021 (view filing) | Nov 12 | 3 days | Bertoneche MarcDirector | SSale | −5.00K | $107.06 | −$535.3K | −20.9%18.9K after |
Top 10 13F holders, Q2 2026
See all 285 holdersThe largest institutional positions in Helios Technologies, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,592,872 | $231.4M | 0.00% | +149,916+6.1% | Added |
| Vanguard Portfolio Management LLC | 1,641,106 | $146.5M | 0.01% | +135,810+9.0% | Added |
| Dimensional Fund Advisors LP | 1,549,341 | $138.3M | 0.03% | −69,371−4.3% | Reduced |
| Vanguard Capital Management LLC | 1,462,106 | $130.5M | 0.00% | −15,243−1.0% | Reduced |
| Sara-Bay Financial | 1,146,658 | $102.3M | 27.26% | −7,238−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,084,345 | $96.8M | 2.11% | −240,861−18.2% | Reduced |
| Invesco Ltd. | 1,083,038 | $96.7M | 0.01% | +863,860+394.1% | Added |
| Geode Capital Management, LLC | 979,448 | $87.4M | 0.00% | +142,617+17.0% | Added |
| Jennison Associates LLC | 977,554 | $87.2M | 0.05% | −58,423−5.6% | Reduced |
| Thrivent Financial for Lutherans | 918,909 | $82.0M | 0.14% | −6,637−0.7% | Reduced |
Holders of 5% or more of HLIO
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Helios Technologies, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 13G | 5.50%1.82M shares | New | Nov 14, 20241 filing | Nov 14, 2024 | SEC |
| Vanguard Capital Management LLC | 13G | 5.20%1.72M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| Conestoga Capital Advisors, LLC | 13G/A | 5.02%1.66M shares | −1.42 ppfrom 6.44% | Jan 10, 20225 filings | Jan 9, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.01%1.66M shares | New | Jul 31, 20261 filing | Jul 31, 2026 | SEC |
Politician trades
All politician trades in HLIO2 members of Congress reported 5 trades in Helios Technologies, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Aug 21, 2023 |  Josh Gottheimer House · NJ | Sell | $1K-$15K |
| Jul 11, 2023 | Josh Gottheimer House · NJ | Sell (partial) | $1K-$15K |
| Dec 13, 2021 | Josh Gottheimer House · NJ | Sell (partial) | $1K-$15K |
| Nov 5, 2020 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jul 17, 2020 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
House · NJ · Aug 21, 2023
Sell$1K-$15K
House · NJ · Jul 11, 2023
Sell (partial)$1K-$15K
House · NJ · Dec 13, 2021
Sell (partial)$1K-$15K
House · CA · Nov 5, 2020
Buy$1K-$15K
House · CA · Jul 17, 2020
Buy$1K-$15K