HLIO — HELIOS TECHNOLOGIES, INC.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.
- Congress trades
- 5
- all time
- Members · 12m
- 0
- 0 buys · 0 sells · by trade date
- Latest filing
- 08-21
- 2023-08-21
- Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
- 0
- every row filed inside 45 days
- 13F holders
- 226
- all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress · disclosure timeline
By trade date · 24 months · 0 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.No dated HLIO rows fall inside the trailing 24 months by trade date.
Members active in HLIO
12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).No member disclosed HLIO in the trailing 12 months.
| Filed | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2023-08-21 | Josh Gottheimer D–NJ-5 | SELL JT (jointly owned) | Traded 07-18 +34d | $1K–$15K | ||
| 2023-07-11 | Josh Gottheimer D–NJ-5 | SELL partial · JT (partial sale, jointly owned) | Traded 06-12 +29d | $1K–$15K | ||
| 2021-12-13 | Josh Gottheimer D–NJ-5 | SELL partial · JT (partial sale, jointly owned) | Traded 11-03 +40d | $1K–$15K | ||
| 2020-11-05 | Gilbert Ray Cisneros, Jr. D–CA-31 | BUY | Traded 10-29 +7d | $1K–$15K | ||
| 2020-07-17 | Gilbert Ray Cisneros, Jr. D–CA-31 | BUY | Traded 06-30 +17d | $1K–$15K |
13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only
| # | Filer | Value | Securities | Flags | derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $158M | 1 | derived ·§ EDGAR ↗ | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $105M | 1 | derived ·§ EDGAR ↗ | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $97.4M | 1 | derived ·§ EDGAR ↗ | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $95.6M | 1 | derived ·§ EDGAR ↗ | |
| 5 | Conestoga Capital Advisors, LLC | $85.8M | 1 | derived ·§ EDGAR ↗ | |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $84.6M | 1 | derived ·§ EDGAR ↗ | |
| 7 | Sara-Bay Financial | $74.7M | 1 | derived ·§ EDGAR ↗ | |
| 8 | JENNISON ASSOCIATES LLC | $67.0M | 1 | derived ·§ EDGAR ↗ | |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $60.2M | 1 | derived ·§ EDGAR ↗ | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $54.2M | 1 | derived ·§ EDGAR ↗ | |
| 11 | WASATCH ADVISORS LP | $51.7M | 1 | derived ·§ EDGAR ↗ | |
| 12 | STATE STREET CORP | $51.0M | 1 | derived ·§ EDGAR ↗ | |
| 13 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $49.7M | 1 | derived ·§ EDGAR ↗ | |
| 14 | AMERIPRISE FINANCIAL INC | $47.8M | 1 | derived ·§ EDGAR ↗ | |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $35.2M | 1 | derived ·§ EDGAR ↗ | |
| 16 | VOYA INVESTMENT MANAGEMENT LLC | $33.4M | 1 | derived ·§ EDGAR ↗ | |
| 17 | BANK OF AMERICA CORP /DE/ | $33.0M | 1 | derived ·§ EDGAR ↗ | |
| 18 | Janus Henderson Group Ltd. | $29.0M | 1 | derived ·§ EDGAR ↗ | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.2M | 1 | derived ·§ EDGAR ↗ | |
| 20 | SG Capital Management LLC | $24.1M | 1 | derived ·§ EDGAR ↗ | |
| 21 | Nuveen, LLC | $21.3M | 1 | derived ·§ EDGAR ↗ | |
| 22 | NORTHERN TRUST CORP | $20.6M | 1 | derived ·§ EDGAR ↗ | |
| 23 | Aperture Investors, LLC | $19.7M | 1 | derived ·§ EDGAR ↗ | |
| 24 | IAT REINSURANCE CO LTD. | $19.4M | 1 | derived ·§ EDGAR ↗ | |
| 25 | Aberdeen Group plc | $18.7M | 1 | derived ·§ EDGAR ↗ |
Show all 226 holders
| # | Filer | Value | Securities | Flags | Src·§ |
|---|
All 201 13F filers reporting this share class are listed. Method ↗
Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.
Congress ↔ notable managers · HLIO
Congress · last 90 days
- Buyers
- 0 — —
- Sellers
- 0 — —
filed 2026-07-31 → 2026-10-29 · statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 1 Bridgewater Associates $422K held
- Trimming
- 0 — $0 held
by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · HELIOS TECHNOLOGIES INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-05-15 | Bridgewater Associates 13F | NEW | +6,524 sh |
1 newest, by filing date · 13F rows are quarter-end snapshots, not trades
Congress vs filers
12 monthsCongress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.