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HLIO icon

Numerai’s Helios Technologies HLIO Stock Holding History

Numerai’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
2025
Q1 		– Sell
-7,937
Closed -$354K – 536
2024
Q4 		$354K Sell
7,937
-26,791
-77% -$1.33M 0.1% 269
2024
Q3 		$1.66M Buy
34,728
+21,125
+155% +$929K 0.44% 67
2024
Q2 		$650K Sell
13,603
-15,391
-53% -$737K 0.24% 147
2024
Q1 		$1.3M Buy
28,994
+24,227
+508% +$1.04M 0.56% 53
2023
Q4 		$216K Buy
+4,767
New +$220K 0.08% 216
2023
Q1 		– Sell
-6,317
Closed -$344K – 175
2022
Q4 		$344K Buy
+6,317
New +$340K 0.23% 97

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Numerai's HLIO Position: Q1 2025 in Review

Numerai sold out of Helios Technologies (HLIO) in Q1 2025, closing a stake of 7,937 shares — an estimated $354K sold.

Numerai first reported a position in HLIO in Q4 2022 and held it in 6 quarters. The position peaked at $1.66M in Q3 2024. 183 funds tracked by Wall St. Rank hold HLIO as of Q1 2025.

  • Numerai reported no remaining Helios Technologies position as of Q1 2025 after selling out during the quarter.
  • Numerai sold 7,937 Helios Technologies shares in Q1 2025, an estimated $354K.
  • Numerai first reported a position in Helios Technologies in Q4 2022 and held it in 6 quarters.
  • Numerai's Helios Technologies position peaked at $1.66M in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2025.

Based on Numerai's 13F filing for Q1 2025, filed 15 May 2025.