Jackson Square Capital’s Helios Technologies HLIO Stock Holding History

Jackson Square Capital’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	$295K	Buy	+3,304	New	+$254K	0.04%	124

Other funds holding HLIO

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Jackson Square Capital's HLIO Position: Q2 2026 in Review

Jackson Square Capital opened a new position in Helios Technologies (HLIO) in Q2 2026: 3,304 shares worth $295K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings.

22 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Jackson Square Capital held 3,304 shares of Helios Technologies worth $295K as of Q2 2026.
Helios Technologies was a new Jackson Square Capital position in Q2 2026.
Helios Technologies made up 0.04% of Jackson Square Capital's portfolio in Q2 2026, its #124 holding.
22 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.