JY
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Jeff Yass’s Helios Technologies HLIO Stock Holding History

Jeff Yass’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 		$7.26M Buy
81,300
+39,100
+93% +$3M ﹤0.01% 3928
2026
Q1 		$2.73M Buy
42,200
+10,500
+33% +$703K ﹤0.01% 5466
2025
Q4 		$1.7M Sell
31,700
-2,500
-7% -$135K ﹤0.01% 5987
2025
Q3 		$1.78M Buy
+34,200
New +$1.6M ﹤0.01% 6045
2023
Q2 		– Sell
-6,700
Closed -$438K – 12503
2023
Q1 		$438K Buy
6,700
+2,900
+76% +$189K ﹤0.01% 8885
2022
Q4 		$207K Buy
+3,800
New +$205K ﹤0.01% 10040
2022
Q2 		– Sell
-4,700
Closed -$377K – 13304
2022
Q1 		$377K Sell
4,700
-1,800
-28% -$143K ﹤0.01% 9692
2021
Q4 		$684K Buy
+6,500
New +$632K ﹤0.01% 8339
2021
Q3 		– Sell
-2,900
Closed -$226K – 13067
2021
Q2 		$226K Buy
+2,900
New +$212K ﹤0.01% 11323
2021
Q1 		– Sell
-14,400
Closed -$767K – 12469
2020
Q4 		$767K Buy
14,400
+8,700
+153% +$409K ﹤0.01% 7306
2020
Q3 		$207K Buy
+5,700
New +$221K ﹤0.01% 9393
2020
Q1 		– Sell
-15,700
Closed -$726K – 10500
2019
Q4 		$726K Sell
15,700
-6,400
-29% -$275K ﹤0.01% 6186
2019
Q3 		$897K Buy
22,100
+8,400
+61% +$366K ﹤0.01% 5913
2019
Q2 		$636K Buy
13,700
+4,400
+47% +$206K ﹤0.01% 6744
2019
Q1 		$433K Buy
+9,300
New +$372K ﹤0.01% 6540
2018
Q4 		– Sell
-4,000
Closed -$219K – 9338
2018
Q3 		$219K Sell
4,000
-500
-11% -$25.3K ﹤0.01% 8052
2018
Q2 		$217K Sell
4,500
-38,300
-89% -$1.94M ﹤0.01% 8472
2018
Q1 		$2.29M Buy
42,800
+37,300
+678% +$2.2M ﹤0.01% 3667
2017
Q4 		$356K Buy
5,500
+800
+17% +$46.7K ﹤0.01% 7281
2017
Q3 		$254K Buy
+4,700
New +$218K ﹤0.01% 7659

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

Jeff Yass's HLIO Position: Q2 2026 in Review

Jeff Yass increased its Helios Technologies (HLIO) stake by 93% in Q2 2026, buying an estimated $6.72M and bringing the position to 181,107 shares worth $16.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

Jeff Yass first reported a position in HLIO in Q4 2013 and has held it in 36 quarters since. 283 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Jeff Yass held 181,107 shares of Helios Technologies worth $16.2M as of Q2 2026.
  • Jeff Yass bought 87,493 Helios Technologies shares in Q2 2026, an estimated $6.72M.
  • Helios Technologies made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2697 holding.
  • Jeff Yass first reported a position in Helios Technologies in Q4 2013 and has held it in 36 quarters since.
  • 283 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.