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David Shaw’s Helios Technologies HLIO Stock Holding History

David Shaw’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
-13,400
Closed -$718K – 3770
2018
Q1 		$718K Buy
+13,400
New +$790K ﹤0.01% 2706

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

David Shaw's HLIO Position: Q2 2026 in Review

David Shaw increased its Helios Technologies (HLIO) stake by 107% in Q2 2026, buying an estimated $4.37M and bringing the position to 109,843 shares worth $9.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

David Shaw first reported a position in HLIO in Q3 2013 and has held it in 36 quarters since. 282 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • David Shaw held 109,843 shares of Helios Technologies worth $9.8M as of Q2 2026.
  • David Shaw bought 56,905 Helios Technologies shares in Q2 2026, an estimated $4.37M.
  • Helios Technologies made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #1827 holding.
  • David Shaw first reported a position in Helios Technologies in Q3 2013 and has held it in 36 quarters since.
  • 282 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.