Connor, Clark & Lunn Investment Management (CC&L)
HLIO icon

Connor, Clark & Lunn Investment Management (CC&L)’s Helios Technologies HLIO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$2.34M Buy
26,196
+1,175
+5% +$90.2K ﹤0.01% 962
2026
Q1 		$1.62M Buy
25,021
+260
+1% +$17.4K ﹤0.01% 1018
2025
Q4 		$1.32M Buy
24,761
+10,668
+76% +$575K ﹤0.01% 1041
2025
Q3 		$735K Buy
14,093
+3,100
+28% +$145K ﹤0.01% 1154
2025
Q2 		$367K Buy
+10,993
New +$331K ﹤0.01% 1319

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

Connor, Clark & Lunn Investment Management (CC&L)'s HLIO Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Helios Technologies (HLIO) stake by 4.7% in Q2 2026, buying an estimated $90.2K and bringing the position to 26,196 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in HLIO in Q2 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 26,196 shares of Helios Technologies worth $2.34M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 1,175 Helios Technologies shares in Q2 2026, an estimated $90.2K.
  • Helios Technologies made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #962 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Helios Technologies in Q2 2025 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.