Dark Forest Capital Management’s Helios Technologies HLIO Stock Holding History

Dark Forest Capital Management’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	$4.98M	Buy	55,819 +13,880	+33%	+$1.07M	0.32%	56
2026 Q1	$2.71M	Buy	41,939 +12,675	+43%	+$849K	0.24%	104
2025 Q4	$1.57M	Buy	29,264 +6,833	+30%	+$368K	0.07%	483
2025 Q3	$1.17M	Sell	22,431 -86,540	-79%	-$4.04M	0.04%	681
2025 Q2	$3.64M	Buy	108,971 +85,567	+366%	+$2.58M	0.14%	188
2025 Q1	$751K	Buy	23,404 +18,602	+387%	+$749K	0.03%	805
2024 Q4	$214K	Buy	+4,802	New	+$238K	0.03%	802
2024 Q3	–	Sell	-6,890	Closed	-$329K	–	1045
2024 Q2	$329K	Sell	6,890 -3,240	-32%	-$155K	0.06%	413
2024 Q1	$453K	Sell	10,130 -942	-9%	-$40.4K	0.08%	317
2023 Q4	$502K	Buy	11,072 +2,310	+26%	+$107K	0.08%	233
2023 Q3	$486K	Buy	+8,762	New	+$521K	0.04%	729
2023 Q1	–	Sell	-474	Closed	-$25.8K	–	1298
2022 Q4	$25.8K	Sell	474 -519	-52%	-$28K	0.01%	524
2022 Q3	$50K	Buy	993 +281	+39%	+$17K	0.01%	519
2022 Q2	$47K	Sell	712 -889	-56%	-$61.7K	0.01%	418
2022 Q1	$128K	Buy	+1,601	New	+$128K	0.03%	447

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

Dark Forest Capital Management's HLIO Position: Q2 2026 in Review

Dark Forest Capital Management increased its Helios Technologies (HLIO) stake by 33% in Q2 2026, buying an estimated $1.07M and bringing the position to 55,819 shares worth $4.98M. The position accounts for 0.32% of the portfolio, ranked #56.

Dark Forest Capital Management first reported a position in HLIO in Q1 2022 and has held it in 15 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Dark Forest Capital Management held 55,819 shares of Helios Technologies worth $4.98M as of Q2 2026.
Dark Forest Capital Management bought 13,880 Helios Technologies shares in Q2 2026, an estimated $1.07M.
Helios Technologies made up 0.32% of Dark Forest Capital Management's portfolio in Q2 2026, its #56 holding.
Dark Forest Capital Management first reported a position in Helios Technologies in Q1 2022 and has held it in 15 quarters since.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.