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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Arrowstreet Capital's HLIO Position: Q1 2026 in Review

Arrowstreet Capital reduced its Helios Technologies (HLIO) stake by 6.6% in Q1 2026, selling an estimated $2.56M and leaving 544,241 shares worth $35.2M. The position accounts for 0.02% of the portfolio, ranked #591.

Arrowstreet Capital first reported a position in HLIO in Q1 2021 and has held it in 12 quarters since. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Arrowstreet Capital held 544,241 shares of Helios Technologies worth $35.2M as of Q1 2026.
  • Arrowstreet Capital sold 38,180 Helios Technologies shares in Q1 2026, an estimated $2.56M.
  • Helios Technologies made up 0.02% of Arrowstreet Capital's portfolio in Q1 2026, its #591 holding.
  • Arrowstreet Capital first reported a position in Helios Technologies in Q1 2021 and has held it in 12 quarters since.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Arrowstreet Capital's 13F filing for Q1 2026, filed 14 May 2026.