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HLIO

HELIOS TECHNOLOGIES, INC.
Latest close $778 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
8
27 funds tracked
Ever held
8
Current + past
New this quarter
4
Exited this quarter
0

Marquee-fund ownership over time

Aug 9, 2024Feb 13, 2025Nov 14, 2025May 15, 2026
Now
8

This quarter's activity

New positions opened

Positions exited

None.

Current holders

Sorted by tenure (longest first)
FundEntry priceLatest closeReturn on entry
Renaissance Technologies re-entered$43$77+79%
Citadel Advisors$42$77+84%
Two Sigma Investments re-entered$42$77+84%
D.E. Shaw re-entered$42$77+84%
Millennium Management$33$77+137%
AQR Capital Management$53$77+46%
Point72 Asset Management re-entered$53$77+46%
Bridgewater Associates$77$77+0%

“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.

Insider activity

Form 4 — officers, directors, 10%+ owners

Filed within two business days of each transaction by anyone with material insider status at HELIOS TECHNOLOGIES, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.

Filings · last 30d
6
Filings · last 90d
18
Total on file
650
Recent SEC buffer
Most recent
Jun 9, 2026

30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.

Showing 15 of 650 recent Form 4 filings. Browse all on EDGAR ↗

Fundamentals

XBRL · HELIOS TECHNOLOGIES, INC.

Annual figures sourced directly from HELIOS TECHNOLOGIES, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.

Revenue
$839M
FY2026+4% YoY
Net income
$48.4M
FY2026+24% YoY
EPS (diluted)
$1.45
FY2026+24% YoY
Free cash flow(?)
$103.6M
FY2026+9% YoY

Recent SEC filings

10-K · 10-Q · 8-K · 13D/G · proxy

The most recent material filings for HELIOS TECHNOLOGIES, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.

Trade history

Every open→close lifecycle across tracked funds
FundOpen dateClose dateOpen priceClose price / currentReturn
Bridgewater AssociatesQ2 2026open$77$83+8%
Two Sigma InvestmentsQ2 2026open$77$77+0%
D.E. ShawQ2 2026open$77$77+0%
Point72 Asset ManagementQ2 2026open$77$77+0%
AQR Capital ManagementQ3 2025open$53$77+46%
Point72 Asset ManagementQ3 2025Q4 2025$53$54+1%
Millennium ManagementQ2 2025open$33$77+137%
Renaissance TechnologiesQ1 2025open$41$77+88%
Citadel AdvisorsQ3 2024open$42$77+84%
Two Sigma InvestmentsQ3 2024Q4 2025$42$54+28%
D.E. ShawQ3 2024Q1 2026$42$74+76%
Renaissance TechnologiesQ3 2024Q4 2024$43$50+17%
Caveats
  • Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
  • Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
  • “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
  • Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
  • Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.