HELIOS TECHNOLOGIES, INC.
Total Trades
6
Buys
0
Sells
6
Largest Trade
$100K–$500K
Insiders
3
Institutional Funds
168
Inst. Value
$1M+
Activist Filings
26
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Arduini Matteo | President of Hydraulics | SELL | $100K–$500K | 2K | $54.61 | Dec 8, 2025 |
| Sacchi Diana | Director | SELL | $15K–$50K | 620 | $58.35 | Nov 12, 2025 |
| Arduini Matteo | President of Hydraulics | SELL | $100K–$500K | 4K | $53.98 | Nov 27, 2024 |
| Sacchi Diana | Director | SELL | $15K–$50K | 615 | $53.91 | Nov 8, 2024 |
| Arduini Matteo | President of Hydraulics | SELL | $100K–$500K | 7K | $53.72 | May 23, 2024 |
| LEMAITRE PHILIPPE | Director | SELL | $100K–$500K | 3K | $65.52 | Jul 3, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 168 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| VANGUARD GROUP INC | 2.9M | $1M+ | SH |
| Conestoga Capital Advisors, LLC | 1.6M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.5M | $1M+ | SH |
| Sara-Bay Financial | 1.2M | $1M+ | SH |
| STATE STREET CORP | 796K | $1M+ | SH |
| ACK Asset Management LLC | 780K | $1M+ | SH |
| Neuberger Berman Group LLC | 678K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 678K | $1M+ | SH |
| JENNISON ASSOCIATES LLC | 613K | $1M+ | SH |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 611K | $1M+ | SH |
| WASATCH ADVISORS LP | 590K | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 587K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 582K | $1M+ | SH |
| KENNEDY CAPITAL MANAGEMENT LLC | 458K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 429K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 362K | $1M+ | SH |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 303K | $1M+ | SH |
| IAT REINSURANCE CO LTD. | 300K | $1M+ | SH |
| MetLife Investment Management, LLC | 280K | $1M+ | SH |
| THRIVENT FINANCIAL FOR LUTHERANS | 240K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Wellington Management Group LLP
SC 13G · Feb 10, 2026
6.0%
2.0M shares
SC 13G/A · Jan 9, 2026
5.0%
1.7M shares
SC 13G/A · Jun 6, 2025
2.7%
911K shares
SC 13G/A · May 13, 2025
10.2%
3.4M shares
Wellington Management Group LLP
SC 13G/A · Feb 10, 2025
4.4%
1.5M shares
SC 13G/A · Jan 10, 2025
6.4%
2.1M shares
SC 13G/A · Jan 8, 2025
10.0%
3.3M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G/A · Nov 14, 2024
1.7%
567K shares
SC 13G/A · Nov 14, 2024
5.5%
1.8M shares
THRIVENT FINANCIAL FOR LUTHERANS
SC 13G · Nov 14, 2024
5.5%
1.8M shares
Wellington Management Group LLP
SC 13G/A · Nov 8, 2024
6.1%
2.0M shares
SC 13G/A · Feb 14, 2024
9.4%
3.1M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2024
6.4%
2.1M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.7%
3.2M shares
SC 13G/A · Jan 26, 2024
7.3%
2.4M shares
Conestoga Capital Advisors LLC 23-3072906
SC 13G/A · Jan 5, 2024
6.5%
2.1M shares
SC 13G/A · Dec 13, 2023
10.3%
3.4M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2023
9.1%
3.0M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2023
0.2%
64K shares
SC 13G/A · Feb 14, 2023
9.2%
3.0M shares
SC 13G/A · Jan 31, 2023
6.4%
2.1M shares
Conestoga Capital Advisors LLC 23-3072906
SC 13G/A · Jan 18, 2023
5.0%
1.6M shares
SC 13G/A · Feb 14, 2022
8.3%
2.7M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2022
8.3%
2.7M shares
SC 13G/A · Feb 1, 2022
6.4%
2.1M shares
Conestoga Capital Advisors LLC 23-3072906
SC 13G/A · Jan 10, 2022
5.3%
1.7M shares