Arrowstreet Capital
HLIO icon

Arrowstreet Capital’s Helios Technologies HLIO Stock Holding History

Arrowstreet Capital’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.3M Sell
395,605
-148,636
-27% -$11.4M 0.02% 680
2026
Q1 		$35.2M Sell
544,241
-38,180
-7% -$2.56M 0.02% 591
2025
Q4 		$31.2M Sell
582,421
-11,940
-2% -$644K 0.02% 615
2025
Q3 		$31M Buy
594,361
+306,659
+107% +$14.3M 0.02% 598
2025
Q2 		$9.6M Buy
287,702
+277,710
+2,779% +$8.37M 0.01% 923
2025
Q1 		$321K Buy
+9,992
New +$403K ﹤0.01% 1672
2022
Q4 		– Sell
-6,280
Closed -$318K – 1390
2022
Q3 		$318K Sell
6,280
-27,415
-81% -$1.66M ﹤0.01% 1156
2022
Q2 		$2.23M Sell
33,695
-26,952
-44% -$1.87M ﹤0.01% 750
2022
Q1 		$4.87M Sell
60,647
-47,035
-44% -$3.75M 0.01% 640
2021
Q4 		$11.3M Buy
107,682
+23,359
+28% +$2.27M 0.01% 619
2021
Q3 		$6.92M Sell
84,323
-8,795
-9% -$717K 0.01% 847
2021
Q2 		$7.27M Buy
93,118
+89,218
+2,288% +$6.53M 0.01% 946
2021
Q1 		$284K Buy
+3,900
New +$249K ﹤0.01% 2098

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Arrowstreet Capital's HLIO Position: Q2 2026 in Review

Arrowstreet Capital reduced its Helios Technologies (HLIO) stake by 27% in Q2 2026, selling an estimated $11.4M and leaving 395,605 shares worth $35.3M. The position accounts for 0.02% of the portfolio, ranked #680.

Arrowstreet Capital first reported a position in HLIO in Q1 2021 and has held it in 13 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Arrowstreet Capital held 395,605 shares of Helios Technologies worth $35.3M as of Q2 2026.
  • Arrowstreet Capital sold 148,636 Helios Technologies shares in Q2 2026, an estimated $11.4M.
  • Helios Technologies made up 0.02% of Arrowstreet Capital's portfolio in Q2 2026, its #680 holding.
  • Arrowstreet Capital first reported a position in Helios Technologies in Q1 2021 and has held it in 13 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Arrowstreet Capital's 13F filing for Q2 2026, filed 13 Aug 2026.