Driehaus Capital Management’s Helios Technologies HLIO Stock Holding History

Driehaus 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	$26.7M	Buy	299,426 +101,458	+51%	+$7.79M	0.15%	193
2026 Q1	$12.8M	Sell	197,968 -97,531	-33%	-$6.53M	0.09%	255
2025 Q4	$15.8M	Buy	295,499 +117,082	+66%	+$6.31M	0.11%	228
2025 Q3	$9.3M	Buy	+178,417	New	+$8.33M	0.07%	285
2021 Q3	–	Sell	-79,300	Closed	-$6.19M	–	431
2021 Q2	$6.19M	Buy	79,300 +3,500	+5%	+$256K	0.08%	266
2021 Q1	$5.52M	Buy	+75,800	New	+$4.85M	0.08%	271
2018 Q4	–	Sell	-35,950	Closed	-$1.97M	–	455
2018 Q3	$1.97M	Buy	+35,950	New	+$1.82M	0.06%	290

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

Driehaus Capital Management's HLIO Position: Q2 2026 in Review

Driehaus Capital Management increased its Helios Technologies (HLIO) stake by 51% in Q2 2026, buying an estimated $7.79M and bringing the position to 299,426 shares worth $26.7M. The position accounts for 0.15% of the portfolio, ranked #193.

Driehaus Capital Management first reported a position in HLIO in Q3 2018 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Driehaus Capital Management held 299,426 shares of Helios Technologies worth $26.7M as of Q2 2026.
Driehaus Capital Management bought 101,458 Helios Technologies shares in Q2 2026, an estimated $7.79M.
Helios Technologies made up 0.15% of Driehaus Capital Management's portfolio in Q2 2026, its #193 holding.
Driehaus Capital Management first reported a position in Helios Technologies in Q3 2018 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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