Paul Tudor Jones’s Helios Technologies HLIO Stock Holding History

Paul Tudor Jones’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	$12.7M	Buy	+141,953	New	+$10.9M	0.02%	711
2025 Q3	–	Sell	-31,856	Closed	-$1.06M	–	3557
2025 Q2	$1.06M	Buy	+31,856	New	+$960K	﹤0.01%	2095
2024 Q4	–	Sell	-9,060	Closed	-$432K	–	3219
2024 Q3	$432K	Buy	+9,060	New	+$398K	﹤0.01%	2112
2024 Q2	–	Sell	-45,119	Closed	-$2.02M	–	2515
2024 Q1	$2.02M	Buy	+45,119	New	+$1.94M	0.01%	1021
2022 Q4	–	Sell	-3,950	Closed	-$200K	–	2579
2022 Q3	$200K	Buy	+3,950	New	+$239K	﹤0.01%	2080
2021 Q3	–	Sell	-2,701	Closed	-$211K	–	2599
2021 Q2	$211K	Buy	+2,701	New	+$198K	﹤0.01%	1475
2020 Q4	–	Sell	-12,901	Closed	-$470K	–	1443
2020 Q3	$470K	Buy	+12,901	New	+$500K	0.02%	838

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Paul Tudor Jones's HLIO Position: Q2 2026 in Review

Paul Tudor Jones opened a new position in Helios Technologies (HLIO) in Q2 2026: 141,953 shares worth $12.7M. The stake represents 0.02% of the portfolio and ranks #711 among its holdings. This is a return to the name: Paul Tudor Jones previously reported a position in HLIO as recently as Q2 2025.

Paul Tudor Jones first reported a position in HLIO in Q3 2020 and has held it in 7 quarters since. 282 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Paul Tudor Jones held 141,953 shares of Helios Technologies worth $12.7M as of Q2 2026.
Helios Technologies was a new Paul Tudor Jones position in Q2 2026.
Helios Technologies made up 0.02% of Paul Tudor Jones's portfolio in Q2 2026, its #711 holding.
Paul Tudor Jones first reported a position in Helios Technologies in Q3 2020 and has held it in 7 quarters since.
282 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.