D.E. Shaw & Co
HLIO icon

D.E. Shaw & Co’s Helios Technologies HLIO Stock Holding History

D.E. Shaw & Co’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
2018
Q2 		– Sell
-10,400
Closed -$557K – 3768
2018
Q1 		$557K Buy
+10,400
New +$613K ﹤0.01% 2826

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

D.E. Shaw & Co's HLIO Position: Q1 2026 in Review

D.E. Shaw & Co opened a new position in Helios Technologies (HLIO) in Q1 2026: 52,938 shares worth $3.43M. The stake represents ﹤0.01% of the portfolio and ranks #2472 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in HLIO as recently as Q3 2025.

D.E. Shaw & Co first reported a position in HLIO in Q3 2013 and has held it in 35 quarters since. The position peaked at $5.09M in Q1 2024. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • D.E. Shaw & Co held 52,938 shares of Helios Technologies worth $3.43M as of Q1 2026.
  • Helios Technologies was a new D.E. Shaw & Co position in Q1 2026.
  • Helios Technologies made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #2472 holding.
  • D.E. Shaw & Co first reported a position in Helios Technologies in Q3 2013 and has held it in 35 quarters since.
  • D.E. Shaw & Co's Helios Technologies position peaked at $5.09M in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.