Helios Technologies, Inc.
HLIOFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Helios Technologies, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Jan 3, 2026. The latest insider filing shown is dated Jun 24, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2026-03-31 | 400 | $25.9K | SEC filing |
| ProShare Advisors LLC | 2026-03-31 | 4,810 | $311K | SEC filing |
| IEQ CAPITAL, LLC | 2026-03-31 | 3,901 | $252K | SEC filing |
| FMR LLC | 2026-03-31 | 25,357 | $1.64M | SEC filing |
| Campbell & CO Investment Adviser LLC | 2026-03-31 | 7,523 | $487K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 14,646 | $948K | SEC filing |
| Swiss National Bank | 2026-03-31 | 65,400 | $4.23M | SEC filing |
| BESSEMER GROUP INC | 2026-03-31 | 1,555 | Not shown | SEC filing |
| Conestoga Capital Advisors, LLC | 2026-03-31 | 1,325,206 | $85.8M | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 64,188 | $4.15M | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 8,797 | $569K | SEC filing |
| Boston Partners | 2026-03-31 | 4,986 | $323K | SEC filing |
| Caitong International Asset Management Co., Ltd | 2026-03-31 | 1,367 | $88.5K | SEC filing |
| Aquatic Capital Management LLC | 2026-03-31 | 9,945 | $644K | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2026-03-31 | 33,186 | $1.78M | SEC filing |
| Hillsdale Investment Management Inc. | 2026-03-31 | 113,020 | $7.31M | SEC filing |
| Arax Advisory Partners | 2026-03-31 | 134 | $8.81K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 836,831 | $54.2M | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 12,437 | $805K | SEC filing |
| Schonfeld Strategic Advisors LLC | 2026-03-31 | 9,332 | $604K | SEC filing |
- Each value is checked against Helios Technologies, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Helios Technologies, Inc.'s share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-23 | Arduini Matteo · President of Hydraulics, FCT | Common Stock | S — Open market or private sale | −6,027 | 90.42 | SEC filing |
| 2026-06-22 | Arduini Matteo · President of Hydraulics, FCT | Common Stock | S — Open market or private sale | −4,000 | 89.93 | SEC filing |
| 2026-05-15 | Arduini Matteo · President of Hydraulics, FCT | Common Stock | S — Open market or private sale | −3,000 | 76.48 | SEC filing |
| 2025-12-05 | Arduini Matteo · President of Hydraulics, FCT | Common Stock | S — Open market or private sale | −2,000 | 54.61 | SEC filing |
| 2025-11-05 | Sacchi Diana · Director | Common Stock | S — Open market or private sale | −620 | 58.36 | SEC filing |
| 2024-11-25 | Arduini Matteo · President of Hydraulics, EMEA | Common Stock | S — Open market or private sale | −4,000 | 53.98 | SEC filing |
| 2024-11-07 | Sacchi Diana · Director | Common Stock | S — Open market or private sale | −615 | 53.91 | SEC filing |
Showing 7 of 7 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-23 | Arduini Matteo · President of Hydraulics, FCT | Stock Options (right to buy) | M — Exercise or conversion of derivative security | −4,000 | SEC filing |
| 2026-06-23 | Arduini Matteo · President of Hydraulics, FCT | Common Stock | M — Exercise or conversion of derivative security | +4,000 | SEC filing |
| 2026-06-23 | Arduini Matteo · President of Hydraulics, FCT | Stock Options (right to buy) | M — Exercise or conversion of derivative security | −1,153 | SEC filing |
| 2026-06-23 | Arduini Matteo · President of Hydraulics, FCT | Common Stock | M — Exercise or conversion of derivative security | +1,153 | SEC filing |
| 2026-06-23 | Arduini Matteo · President of Hydraulics, FCT | Common Stock | M — Exercise or conversion of derivative security | +874 | SEC filing |
| 2026-06-23 | Arduini Matteo · President of Hydraulics, FCT | Stock Options (right to buy) | M — Exercise or conversion of derivative security | −874 | SEC filing |
| 2026-06-16 | Walsh Ian K. · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +452 | SEC filing |
| 2026-06-16 | Britt Douglas · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +511 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.