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Bayforest Capital’s Helios Technologies HLIO Stock Holding History

Bayforest 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 		$250K Buy
+2,796
New +$215K 0.23% 116

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

Bayforest Capital's HLIO Position: Q2 2026 in Review

Bayforest Capital opened a new position in Helios Technologies (HLIO) in Q2 2026: 2,796 shares worth $250K. The stake represents 0.23% of the portfolio and ranks #116 among its holdings.

284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Bayforest Capital held 2,796 shares of Helios Technologies worth $250K as of Q2 2026.
  • Helios Technologies was a new Bayforest Capital position in Q2 2026.
  • Helios Technologies made up 0.23% of Bayforest Capital's portfolio in Q2 2026, its #116 holding.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.