Optiver Holding
HLIO icon

Optiver Holding’s Helios Technologies HLIO Stock Holding History

Optiver Holding’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 		$8.67K Buy
134
+50
+60% +$3.35K ﹤0.01% 1252
2025
Q4 		$4.49K Sell
84
-156
-65% -$8.41K ﹤0.01% 1449
2025
Q3 		$12.5K Buy
+240
New +$11.2K ﹤0.01% 1161

Other funds holding HLIO

BlackRock
BlackRock New York $5.72T 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 $375M AUM 56.53% 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

Optiver Holding's HLIO Position: Q1 2026 in Review

Optiver Holding increased its Helios Technologies (HLIO) stake by 60% in Q1 2026, buying an estimated $3.35K and bringing the position to 134 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Optiver Holding first reported a position in HLIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.5K in Q3 2025. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Optiver Holding held 134 shares of Helios Technologies worth $8.67K as of Q1 2026.
  • Optiver Holding bought 50 Helios Technologies shares in Q1 2026, an estimated $3.35K.
  • Helios Technologies made up ﹤0.01% of Optiver Holding's portfolio in Q1 2026, its #1252 holding.
  • Optiver Holding first reported a position in Helios Technologies in Q3 2025 and has held it in 3 quarters since.
  • Optiver Holding's Helios Technologies position peaked at $12.5K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.