HLIO NYSE
Helios Technologies, Inc.
1W: -0.3%
1M: +15.3%
3M: +5.0%
YTD: +42.6%
1Y: +138.6%
3Y: +49.6%
5Y: +2.1%
$79.12
+1.15 (+1.47%)
Weekly Expected Move ±8.5%
$64
$71
$77
$84
$90
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🏦 Institutional Activity
Latest: Q1 2026264
Institutions Holding
+31 vs prior
74.0%
Ownership
+11.22%
51
New
75
Increased
105
Reduced
40
Closed
👔 Insider Trades
23 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-01-06 | Aldridge Billy Vern | officer: president, electronics | F-Tax Withholding | 133 | $59.46 | $8K | Filing |
| 2026-01-06 | Greenberg Marc A | officer: general counsel and secretary | F-Tax Withholding | 381 | $59.46 | $23K | Filing |
| 2026-01-06 | Martich Frederick Joseph | officer: pres. of hydraulics, mct | F-Tax Withholding | 230 | $59.46 | $14K | Filing |
| 2026-01-03 | Aldridge Billy Vern | officer: president, electronics | F-Tax Withholding | 185 | $54.71 | $10K | Filing |
| 2026-01-03 | Aldridge Billy Vern | officer: president, electronics | F-Tax Withholding | 207 | $54.71 | $11K | Filing |
| 2026-01-03 | Bagan Sean | officer: president and ceo | F-Tax Withholding | 586 | $54.71 | $32K | Filing |
| 2026-01-03 | Bagan Sean | officer: president and ceo | F-Tax Withholding | 1,614 | $54.71 | $88K | Filing |
| 2026-01-03 | Evans Jeremy Scott | officer: chief financial officer | F-Tax Withholding | 98 | $54.71 | $5K | Filing |
| 2026-01-03 | Greenberg Marc A | officer: general counsel and secretary | F-Tax Withholding | 756 | $54.71 | $41K | Filing |
| 2026-01-03 | Greenberg Marc A | officer: general counsel and secretary | F-Tax Withholding | 823 | $54.71 | $45K | Filing |
| 2026-01-03 | Martich Frederick Joseph | officer: pres. of hydraulics, mct | F-Tax Withholding | 419 | $54.71 | $23K | Filing |
| 2026-01-03 | Martich Frederick Joseph | officer: pres. of hydraulics, mct | F-Tax Withholding | 618 | $54.71 | $34K | Filing |
| 2025-12-05 | Arduini Matteo | officer: president of hydraulics, fct | S-Sale | 2,000 | $54.61 | $109K | Filing |
| 2025-12-05 | Schuetz Alexander | director | F-Tax Withholding | 236 | $54.19 | $13K | Filing |
| 2025-11-05 | Sacchi Diana | director | S-Sale | 620 | $58.35 | $36K | Filing |
| 2025-10-04 | Schuetz Alexander | director | F-Tax Withholding | 259 | $52.77 | $14K | Filing |
| 2025-10-01 | Bagan Sean | officer: president, ceo , and cfo | F-Tax Withholding | 188 | $52.39 | $10K | Filing |
| 2025-09-11 | Bagan Sean | officer: president, ceo , and cfo | F-Tax Withholding | 183 | $55.89 | $10K | Filing |
| 2025-09-11 | Evans Jeremy Scott | officer: chief accounting officer | F-Tax Withholding | 92 | $55.89 | $5K | Filing |
| 2025-09-11 | Greenberg Marc A | officer: general counsel and secretary | F-Tax Withholding | 295 | $55.89 | $16K | Filing |
| 2025-09-11 | Martich Frederick Joseph | officer: pres. of hydraulics, mct | F-Tax Withholding | 295 | $55.89 | $16K | Filing |
| 2025-06-07 | Schuetz Alexander | director | F-Tax Withholding | 263 | $32.34 | $9K | Filing |
| 2025-03-07 | Schuetz Alexander | director | F-Tax Withholding | 280 | $37.10 | $10K | Filing |
🏛️ Congressional Trades
5 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2023-07-18 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2023-06-12 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2021-11-03 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2020-10-29 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2020-06-30 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,442,956 | $158M | -25,796 | 2026-03-31 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,618,712 | $105M | +6,347 | 2026-03-31 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,505,296 | $97M | +1,505,296 | 2026-03-31 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,477,349 | $96M | +1,477,349 | 2026-03-31 | Filing |
| Conestoga Capital Advisors, LLC | 1,325,206 | $86M | -226,858 | 2026-03-31 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 1,306,673 | $85M | -690,854 | 2026-03-31 | Filing |
| Sara-Bay Financial | 1,153,896 | $75M | -51,063 | 2026-03-31 | Filing |
| JENNISON ASSOCIATES LLC | 1,035,977 | $67M | +239,876 | 2026-03-31 | Filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 931,008 | $60M | +343,665 | 2026-03-31 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 836,831 | $54M | +49,311 | 2026-03-31 | Filing |
| WASATCH ADVISORS LP | 799,008 | $52M | +208,823 | 2026-03-31 | Filing |
| STATE STREET CORP | 788,009 | $51M | -7,874 | 2026-03-31 | Filing |
| ACK Asset Management LLC | 780,378 | $50M | — | 2026-03-31 | Filing |
| NOMURA ASSET MANAGEMENT INTERNATIONAL IN | 768,660 | $50M | +645,319 | 2026-03-31 | Filing |
| AMERIPRISE FINANCIAL INC | 739,261 | $48M | +219,719 | 2026-03-31 | Filing |
| NEUBERGER BERMAN GROUP LLC | 711,798 | $46M | +7,403 | 2026-03-31 | Filing |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L. | 693,072 | $45M | -65,665 | 2026-03-31 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 544,241 | $35M | -38,180 | 2026-03-31 | Filing |
| VOYA INVESTMENT MANAGEMENT LLC | 516,919 | $33M | +30,116 | 2026-03-31 | Filing |
| BANK OF AMERICA CORP /DE | 510,519 | $33M | -148,377 | 2026-03-31 | Filing |