JG
HLIO icon

Jain Global’s Helios Technologies HLIO Stock Holding History

Jain Global’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 		$1.75M Buy
+19,592
New +$1.5M 0.01% 819
2025
Q3 		– Sell
-6,300
Closed -$210K – 1235
2025
Q2 		$210K Sell
6,300
-2,082
-25% -$62.7K ﹤0.01% 964
2025
Q1 		$269K Buy
+8,382
New +$338K ﹤0.01% 717

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

Jain Global's HLIO Position: Q2 2026 in Review

Jain Global opened a new position in Helios Technologies (HLIO) in Q2 2026: 19,592 shares worth $1.75M. The stake represents 0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Jain Global previously reported a position in HLIO as recently as Q2 2025.

Jain Global first reported a position in HLIO in Q1 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Jain Global held 19,592 shares of Helios Technologies worth $1.75M as of Q2 2026.
  • Helios Technologies was a new Jain Global position in Q2 2026.
  • Helios Technologies made up 0.01% of Jain Global's portfolio in Q2 2026, its #819 holding.
  • Jain Global first reported a position in Helios Technologies in Q1 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.