Stocks › HLIO
HELIOS TECHNOLOGIES, INC.
HLIO·NYSE·
United States·USD
United States·USD$69.24
-2.14 (-3.00%)
Close · Oct 7, 2026 · Close Prices from Tiingo.com
HLIO
HELIOS TECHNOLOGIES, INC. · NYSE
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
HLIOS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of HLIO by members of U.S. Congress · 5 on record
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Josh GottheimerHouse · D · NJ |
HLIOHELIOS TECHNOLOGIES, INC. · Stock |
Sale $1,001 - $15,000 |
Aug 21, 2023 | Jul 18, 2023 | Filing ↗ |
| Josh GottheimerHouse · D · NJ |
HLIOHELIOS TECHNOLOGIES, INC. · Stock |
Sale $1,001 - $15,000 |
Jul 11, 2023 | Jun 12, 2023 | Filing ↗ |
| Josh GottheimerHouse · D · NJ |
HLIOHELIOS TECHNOLOGIES, INC. · Stock |
Sale $1,001 - $15,000 |
Dec 13, 2021 | Nov 3, 2021 | Filing ↗ |
 Gilbert Ray Cisneros, Jr.House · D · CA |
HLIOHELIOS TECHNOLOGIES, INC. · Stock |
Purchase $1,001 - $15,000 |
Nov 5, 2020 | Oct 29, 2020 | Filing ↗ |
| Gilbert Ray Cisneros, Jr.House · D · CA |
HLIOHELIOS TECHNOLOGIES, INC. · Stock |
Purchase $1,001 - $15,000 |
Jul 17, 2020 | Jun 30, 2020 | Filing ↗ |
Whale Activity
Position changes in HLIO reported for 2026-06-30 by 11 tracked institutional filers
- Increased7
- New0
- Held0
- Decreased1
- Closed2
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 2.6M | $231.4M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $146.5M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $130.5M | decreased |
| CITADEL ADVISORS LLC | 168.3K | $15.0M | increased |
| IAT REINSURANCE CO LTD. | 300.0K | $13.4M | — |
| Point72 Asset Management, L.P. | 145.5K | $13.0M | increased |
| D. E. Shaw & Co., Inc. | 109.8K | $9.8M | increased |
| TWO SIGMA INVESTMENTS, LP | 13.3K | $1.2M | increased |
| Bridgewater Associates, LP | 10.2K | $907K | increased |
| Millennium Management LLC | 0 | $0 | closed |
| Renaissance Technologies | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by HLIO insiders, by quarter · Form 4
Recent Insider Transactions
459 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Arduini MatteoPresident of Hydraulics, FCT | Sale | −6,027 | $90.42 | $545K | Jun 23, 2026 | Form 4 ↗ |
| Arduini MatteoPresident of Hydraulics, FCT | Option exercise | +4,000 | $50.60 | $202K | Jun 23, 2026 | Form 4 ↗ |
| Arduini MatteoPresident of Hydraulics, FCT | Option exercise | +1,153 | $55.03 | $63K | Jun 23, 2026 | Form 4 ↗ |
| Arduini MatteoPresident of Hydraulics, FCT | Option exercise | +874 | $39.75 | $35K | Jun 23, 2026 | Form 4 ↗ |
| Arduini MatteoPresident of Hydraulics, FCT | Sale | −4,000 | $89.93 | $360K | Jun 22, 2026 | Form 4 ↗ |
| Chenanda CaryDirector | Option exercise | +1,291 | $81.27 | $105K | Jun 5, 2026 | Form 4 ↗ |
| Sacchi DianaDirector | Option exercise | +1,369 | $81.27 | $111K | Jun 5, 2026 | Form 4 ↗ |
| Brown Laura DDirector | Option exercise | +2,042 | $81.27 | $166K | Jun 5, 2026 | Form 4 ↗ |
| Schuetz AlexanderDirector | Tax withholding | −388 | $81.27 | $32K | Jun 5, 2026 | Form 4 ↗ |
| Schuetz AlexanderDirector | Option exercise | +1,291 | $81.27 | $105K | Jun 5, 2026 | Form 4 ↗ |
| Britt DouglasDirector | Option exercise | +1,369 | $81.27 | $111K | Jun 5, 2026 | Form 4 ↗ |
| Arduini MatteoPresident of Hydraulics, FCT | Sale | −3,000 | $76.48 | $229K | May 15, 2026 | Form 4 ↗ |
| Evans Jeremy ScottChief Financial Officer | Tax withholding | −68 | $68.33 | $5K | Apr 1, 2026 | Form 4 ↗ |
| Evans Jeremy ScottChief Financial Officer | Option exercise | +278 | $68.33 | $19K | Apr 1, 2026 | Form 4 ↗ |
| Sacchi DianaDirector | Option exercise | +1,249 | $64.17 | $80K | Mar 13, 2026 | Form 4 ↗ |
| Brown Laura DDirector | Option exercise | +1,177 | $64.17 | $76K | Mar 13, 2026 | Form 4 ↗ |
| Britt DouglasDirector | Option exercise | +1,249 | $64.17 | $80K | Mar 13, 2026 | Form 4 ↗ |
| Chenanda CaryDirector | Option exercise | +1,106 | $64.17 | $71K | Mar 13, 2026 | Form 4 ↗ |
| Schuetz AlexanderDirector | Tax withholding | −354 | $64.17 | $23K | Mar 13, 2026 | Form 4 ↗ |
| Schuetz AlexanderDirector | Option exercise | +1,177 | $64.17 | $76K | Mar 13, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding HLIO · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.0M | $93.7M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 857.1K | $76.5M | 0.09% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 757.1K | $67.6M | 0.04% | Jun 30, 2026 |
| CONESTOGA SMALL CAP FUND Conestoga Funds | 681.6K | $60.8M | 2.98% | Jun 30, 2026 |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 639.2K | $49.8M | 1.71% | Jul 31, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 480.1K | $42.8M | 0.06% | Jun 30, 2026 |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 481.2K | $40.0M | 0.51% | May 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 412.0K | $36.8M | 0.35% | Jun 30, 2026 |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 405.2K | $36.2M | 1.04% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 378.6K | $33.8M | 0.03% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list HLIO's shares (CUSIP 42328H109), each fund at its latest report since Mar 8, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- Vanguard Portfolio ManagementSCHEDULE 13G · passive (13G) · 1.7M shares5.0%
Jul 31, 2026 · ↗ - Wellington Investment Advisors Holdings LLPSCHEDULE 13G/A · passive (13G) · 1.3M shares3.9%
May 15, 2026 · ↗ - Wellington Group Holdings LLPSCHEDULE 13G/A · passive (13G) · 1.3M shares3.9%
May 15, 2026 · ↗ - Wellington Management Group LLPSCHEDULE 13G/A · passive (13G) · 1.3M shares3.9%
May 15, 2026 · ↗ - THRIVENT FINANCIAL FOR LUTHERANSSCHEDULE 13G · passive (13G) · 1.8M shares5.5%
Nov 14, 2024 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming HELIOS TECHNOLOGIES, INC. as client
No lobbying filings found naming HELIOS TECHNOLOGIES, INC. as the client.
Government Contracts
Federal awards to HELIOS TECHNOLOGIES, INC. · USAspending
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U.S. Patents
Recent USPTO applications naming HELIOS TECHNOLOGIES, INC.
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Annual Financials
From HLIO's 10-K filings · XBRL
No annual XBRL figures on record for HLIO. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
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Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 8.01, 9.01Other eventsSep 29, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsAug 10, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsJun 17, 2026
EDGAR ↗ - 8-K · Items 5.02, 5.07, 9.01Officer / director change · Shareholder voteJun 15, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMay 11, 2026
EDGAR ↗
About HELIOS TECHNOLOGIES, INC.
From SEC EDGAR company records
Industry (SIC 3490)Miscellaneous Fabricated Metal Products
SectorIndustrials
HeadquartersSARASOTA, FL
IncorporatedFL
SEC CIK0001024795 ↗
Former namesSUN HYDRAULICS CORP, SUN HYDRAULICS INC