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John Overdeck’s Helios Technologies HLIO Stock Holding History

John Overdeck’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 		$1.19M Buy
13,325
+888
+7% +$68.2K ﹤0.01% 3474
2026
Q1 		$805K Buy
+12,437
New +$833K ﹤0.01% 3422
2025
Q3 		– Sell
-74,317
Closed -$2.48M – 3765
2025
Q2 		$2.48M Sell
74,317
-31,380
-30% -$946K ﹤0.01% 1686
2025
Q1 		$3.39M Sell
105,697
-10,753
-9% -$433K 0.01% 1361
2024
Q4 		$5.2M Sell
116,450
-841
-0.7% -$41.6K 0.01% 1079
2024
Q3 		$5.59M Buy
117,291
+43,191
+58% +$1.9M 0.01% 1030
2024
Q2 		$3.54M Sell
74,100
-62,922
-46% -$3.01M 0.01% 1178
2024
Q1 		$6.12M Buy
137,022
+73,004
+114% +$3.13M 0.01% 872
2023
Q4 		$2.9M Buy
64,018
+38,993
+156% +$1.8M 0.01% 1278
2023
Q3 		$1.39M Sell
25,025
-10,236
-29% -$608K ﹤0.01% 1730
2023
Q2 		$2.33M Sell
35,261
-3,749
-10% -$222K 0.01% 1336
2023
Q1 		$2.55M Sell
39,010
-29,440
-43% -$1.91M 0.01% 1240
2022
Q4 		$3.73M Buy
68,450
+21,149
+45% +$1.14M 0.01% 997
2022
Q3 		$2.39M Buy
47,301
+16,690
+55% +$1.01M 0.01% 1077
2022
Q2 		$2.03M Buy
30,611
+13,573
+80% +$941K 0.01% 1197
2022
Q1 		$1.37M Buy
+17,038
New +$1.36M ﹤0.01% 1539
2016
Q2 		– Sell
-62,557
Closed -$2.08M – 3028
2016
Q1 		$2.08M Buy
62,557
+16,728
+37% +$492K 0.01% 1166
2015
Q4 		$1.45M Sell
45,829
-52,953
-54% -$1.62M 0.01% 1266
2015
Q3 		$2.71M Buy
98,782
+53,498
+118% +$1.75M 0.01% 728
2015
Q2 		$1.73M Buy
45,284
+10,064
+29% +$391K 0.01% 1299
2015
Q1 		$1.46M Buy
35,220
+7,563
+27% +$292K 0.01% 1349
2014
Q4 		$1.09M Buy
+27,657
New +$1.08M 0.01% 1339

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

John Overdeck's HLIO Position: Q2 2026 in Review

John Overdeck increased its Helios Technologies (HLIO) stake by 7.1% in Q2 2026, buying an estimated $68.2K and bringing the position to 13,325 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3474.

John Overdeck first reported a position in HLIO in Q4 2014 and has held it in 22 quarters since. The position peaked at $6.12M in Q1 2024. 282 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • John Overdeck held 13,325 shares of Helios Technologies worth $1.19M as of Q2 2026.
  • John Overdeck bought 888 Helios Technologies shares in Q2 2026, an estimated $68.2K.
  • Helios Technologies made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3474 holding.
  • John Overdeck first reported a position in Helios Technologies in Q4 2014 and has held it in 22 quarters since.
  • John Overdeck's Helios Technologies position peaked at $6.12M in Q1 2024.
  • 282 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.