SI
HLIO icon

Sapience Investments’s Helios Technologies HLIO Stock Holding History

Sapience Investments’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 		$2.33K Buy
+36
New +$2.41K 0.3% 101
2025
Q2 		– Sell
-33,378
Closed -$1.07M – 91
2025
Q1 		$1.07M Sell
33,378
-6,069
-15% -$245K 0.77% 63
2024
Q4 		$1.76M Sell
39,447
-6,490
-14% -$321K 1.03% 57
2024
Q3 		$2.19M Sell
45,937
-140
-0.3% -$6.16K 1.08% 53
2024
Q2 		$2.2M Sell
46,077
-29,525
-39% -$1.41M 1.12% 46
2024
Q1 		$3.38M Sell
75,602
-13,830
-15% -$594K 1.12% 51
2023
Q4 		$4.06M Buy
89,432
+590
+0.7% +$27.3K 0.97% 55
2023
Q3 		$4.93M Buy
88,842
+16,592
+23% +$986K 1.18% 49
2023
Q2 		$4.78M Buy
+72,250
New +$4.28M 1.07% 52
2022
Q4 		– Sell
-103,680
Closed -$5.25M – 83
2022
Q3 		$5.25M Sell
103,680
-2,380
-2% -$144K 1.1% 51
2022
Q2 		$7.03M Sell
106,060
-35,525
-25% -$2.46M 1.32% 40
2022
Q1 		$11.4M Buy
141,585
+25,730
+22% +$2.05M 1.38% 38
2021
Q4 		$12.2M Sell
115,855
-35,525
-23% -$3.45M 1.39% 39
2021
Q3 		$12.4M Buy
151,380
+12,460
+9% +$1.02M 1.48% 34
2021
Q2 		$10.8M Buy
138,920
+23,070
+20% +$1.69M 1.35% 38
2021
Q1 		$8.44M Buy
+115,850
New +$7.41M 1.06% 56

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

Sapience Investments's HLIO Position: Q1 2026 in Review

Sapience Investments opened a new position in Helios Technologies (HLIO) in Q1 2026: 36 shares worth $2.33K. The stake represents 0.3% of the portfolio and ranks #101 among its holdings. This is a return to the name: Sapience Investments previously reported a position in HLIO as recently as Q1 2025.

Sapience Investments first reported a position in HLIO in Q1 2021 and has held it in 16 quarters since. The position peaked at $12.4M in Q3 2021. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Sapience Investments held 36 shares of Helios Technologies worth $2.33K as of Q1 2026.
  • Helios Technologies was a new Sapience Investments position in Q1 2026.
  • Helios Technologies made up 0.3% of Sapience Investments's portfolio in Q1 2026, its #101 holding.
  • Sapience Investments first reported a position in Helios Technologies in Q1 2021 and has held it in 16 quarters since.
  • Sapience Investments's Helios Technologies position peaked at $12.4M in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Sapience Investments's 13F filing for Q1 2026, filed 15 May 2026.