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Bridgefront Capital’s Helios Technologies HLIO Stock Holding History

Bridgefront 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 		$499K Buy
+7,711
New +$517K 0.12% 278
2025
Q4 		– Sell
-6,769
Closed -$353K – 635
2025
Q3 		$353K Buy
+6,769
New +$316K 0.1% 348

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 $5.01B AUM 6.26% 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

Bridgefront Capital's HLIO Position: Q1 2026 in Review

Bridgefront Capital opened a new position in Helios Technologies (HLIO) in Q1 2026: 7,711 shares worth $499K. The stake represents 0.12% of the portfolio and ranks #278 among its holdings. This is a return to the name: Bridgefront Capital previously reported a position in HLIO as recently as Q3 2025.

Bridgefront Capital first reported a position in HLIO in Q3 2025 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Bridgefront Capital held 7,711 shares of Helios Technologies worth $499K as of Q1 2026.
  • Helios Technologies was a new Bridgefront Capital position in Q1 2026.
  • Helios Technologies made up 0.12% of Bridgefront Capital's portfolio in Q1 2026, its #278 holding.
  • Bridgefront Capital first reported a position in Helios Technologies in Q3 2025 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Bridgefront Capital's 13F filing for Q1 2026, filed 15 May 2026.