Bessemer Group’s Helios Technologies HLIO Stock Holding History

Bessemer Group’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	$114K	Sell	1,277 -278	-18%	-$21.3K	﹤0.01%	1488
2026 Q1	$101K	Sell	1,555 -273,153	-99%	-$18.3M	﹤0.01%	1517
2025 Q4	$14.7M	Buy	274,708 +880	+0.3%	+$47.4K	0.02%	311
2025 Q3	$14.3M	Buy	+273,828	New	+$12.8M	0.02%	291
2025 Q1	–	Sell	-50	Closed	-$2K	–	2574
2024 Q4	$2K	Hold	50	–	–	﹤0.01%	2216
2024 Q3	$2K	Buy	+50	New	+$2.2K	﹤0.01%	2206
2016 Q4	–	Sell	-146	Closed	-$5K	–	1992
2016 Q3	$5K	Buy	+146	New	+$4.41K	﹤0.01%	1637

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bessemer Group's HLIO Position: Q2 2026 in Review

Bessemer Group reduced its Helios Technologies (HLIO) stake by 18% in Q2 2026, selling an estimated $21.3K and leaving 1,277 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Bessemer Group first reported a position in HLIO in Q3 2016 and has held it in 7 quarters since. The position peaked at $14.7M in Q4 2025. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Bessemer Group held 1,277 shares of Helios Technologies worth $114K as of Q2 2026.
Bessemer Group sold 278 Helios Technologies shares in Q2 2026, an estimated $21.3K.
Helios Technologies made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1488 holding.
Bessemer Group first reported a position in Helios Technologies in Q3 2016 and has held it in 7 quarters since.
Bessemer Group's Helios Technologies position peaked at $14.7M in Q4 2025.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.