Ken Griffin
HLIO icon

Ken Griffin’s Helios Technologies HLIO Stock Holding History

Ken Griffin’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 		$731K Sell
11,300
-14,400
-56% -$965K ﹤0.01% 8411
2025
Q4 		$1.37M Buy
25,700
+14,900
+138% +$803K ﹤0.01% 6714
2025
Q3 		$563K Buy
+10,800
New +$504K ﹤0.01% 8841
2025
Q2 		– Sell
-1,600
Closed -$51.3K – 13566
2025
Q1 		$51.3K Sell
1,600
-5,300
-77% -$214K ﹤0.01% 12287
2024
Q4 		$308K Buy
6,900
+5,600
+431% +$277K ﹤0.01% 9602
2024
Q3 		$62K Buy
1,300
+700
+117% +$30.8K ﹤0.01% 11666
2024
Q2 		$28.6K Sell
600
-200
-25% -$9.58K ﹤0.01% 12314
2024
Q1 		$35.8K Sell
800
-9,100
-92% -$391K ﹤0.01% 12506
2023
Q4 		$449K Buy
9,900
+2,200
+29% +$102K ﹤0.01% 8339
2023
Q3 		$427K Buy
7,700
+400
+5% +$23.8K ﹤0.01% 8412
2023
Q2 		$482K Buy
7,300
+3,700
+103% +$219K ﹤0.01% 8020
2023
Q1 		$235K Buy
3,600
+200
+6% +$13K ﹤0.01% 9877
2022
Q4 		$185K Buy
+3,400
New +$183K ﹤0.01% 10266
2022
Q2 		– Sell
-2,800
Closed -$225K – 13367
2022
Q1 		$225K Buy
2,800
+300
+12% +$23.9K ﹤0.01% 11244
2021
Q4 		$263K Sell
2,500
-2,800
-53% -$272K ﹤0.01% 11227
2021
Q3 		$435K Sell
5,300
-100
-2% -$8.16K ﹤0.01% 10219
2021
Q2 		$421K Buy
+5,400
New +$395K ﹤0.01% 10452
2021
Q1 		– Sell
-12,300
Closed -$655K – 13398
2020
Q4 		$655K Buy
+12,300
New +$579K ﹤0.01% 7635
2020
Q1 		– Sell
-4,600
Closed -$213K – 9823
2019
Q4 		$213K Buy
+4,600
New +$197K ﹤0.01% 8079
2016
Q1 		– Sell
-100
Closed -$3K – 7263
2015
Q4 		$3K Sell
100
-1,800
-95% -$55.2K ﹤0.01% 8530
2015
Q3 		$52K Sell
1,900
-2,300
-55% -$75.4K ﹤0.01% 7550
2015
Q2 		$160K Buy
+4,200
New +$163K ﹤0.01% 6593
2015
Q1 		– Sell
-1,300
Closed -$51K – 8650
2014
Q4 		$51K Buy
1,300
+400
+44% +$15.6K ﹤0.01% 7176
2014
Q3 		$34K Buy
+900
New +$35.2K ﹤0.01% 7135

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ken Griffin's HLIO Position: Q1 2026 in Review

Ken Griffin reduced its Helios Technologies (HLIO) stake by 3.5% in Q1 2026, selling an estimated $270K and leaving 110,616 shares worth $7.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Ken Griffin first reported a position in HLIO in Q2 2014 and has held it in 43 quarters since. The position peaked at $9.21M in Q2 2025. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Ken Griffin held 110,616 shares of Helios Technologies worth $7.16M as of Q1 2026.
  • Ken Griffin sold 4,023 Helios Technologies shares in Q1 2026, an estimated $270K.
  • Helios Technologies made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #3775 holding.
  • Ken Griffin first reported a position in Helios Technologies in Q2 2014 and has held it in 43 quarters since.
  • Ken Griffin's Helios Technologies position peaked at $9.21M in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.