JF
HLIO icon

Jump Financial’s Helios Technologies HLIO Stock Holding History

Jump Financial’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
Q1 		$594K Buy
+9,185
New +$615K 0.01% 1156
2025
Q3 		– Sell
-93,199
Closed -$3.11M – 1950
2025
Q2 		$3.11M Buy
93,199
+78,627
+540% +$2.37M 0.04% 576
2025
Q1 		$468K Buy
+14,572
New +$587K 0.01% 1107
2024
Q2 		– Sell
-22,797
Closed -$1.02M – 1994
2024
Q1 		$1.02M Sell
22,797
-2,770
-11% -$119K 0.03% 792
2023
Q4 		$1.16M Buy
+25,567
New +$1.18M 0.04% 637
2022
Q4 		– Sell
-14,900
Closed -$754K – 1762
2022
Q3 		$754K Buy
14,900
+9,500
+176% +$574K 0.03% 731
2022
Q2 		$358K Sell
5,400
-2,300
-30% -$160K 0.02% 994
2022
Q1 		$618K Buy
+7,700
New +$614K 0.03% 714

Other funds holding HLIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return