Simplex Trading
HLIO icon

Simplex Trading’s Helios Technologies HLIO Stock Holding History

Simplex Trading’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 		– Sell
-700
Closed -$37.4K – 9514
2025
Q4 		$37.4K Hold
700
– – ﹤0.01% 5911
2025
Q3 		$36K Buy
+700
New +$32.7K ﹤0.01% 6767
2023
Q2 		– Sell
-100
Closed -$6K – 9358
2023
Q1 		$6K Hold
100
– – ﹤0.01% 7911
2022
Q4 		$5K Sell
100
-1,900
-95% -$102K ﹤0.01% 8056
2022
Q3 		$101K Buy
+2,000
New +$121K ﹤0.01% 5512
2022
Q2 		– Sell
-2,600
Closed -$208K – 10406
2022
Q1 		$208K Buy
2,600
+200
+8% +$15.9K ﹤0.01% 5098
2021
Q4 		$252K Buy
+2,400
New +$233K ﹤0.01% 4833
2019
Q2 		– Sell
-114
Closed -$530K – 7380
2019
Q1 		$530K Buy
114
+109
+2,180% +$4.36K ﹤0.01% 2606
2018
Q4 		$16K Sell
5
-4
-44% -$169 ﹤0.01% 5513
2018
Q3 		$49K Sell
9
-21
-70% -$1.06K ﹤0.01% 5187
2018
Q2 		$144K Buy
30
+12
+67% +$606 ﹤0.01% 3863
2018
Q1 		$21K Buy
+18
New +$1.06K ﹤0.01% 3305

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

Simplex Trading's HLIO Position: Q1 2026 in Review

Simplex Trading sold out of Helios Technologies (HLIO) in Q1 2026, closing a stake of 1,404 shares — an estimated $94.1K sold.

Simplex Trading first reported a position in HLIO in Q4 2017 and held it in 14 quarters. The position peaked at $332K in Q1 2022. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Simplex Trading reported no remaining Helios Technologies position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 1,404 Helios Technologies shares in Q1 2026, an estimated $94.1K.
  • Simplex Trading first reported a position in Helios Technologies in Q4 2017 and held it in 14 quarters.
  • Simplex Trading's Helios Technologies position peaked at $332K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.