Squarepoint’s Helen of Troy HELE Stock Holding History

Squarepoint’s Portfolio HELE Stock Details HELE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,200	Closed	-$251K	–	4928
2024 Q4	$251K	Sell	4,200 -6,000	-59%	-$399K	﹤0.01%	4297
2024 Q3	$631K	Buy	+10,200	New	+$603K	﹤0.01%	2934

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Squarepoint's HELE Position: Q1 2026 in Review

Squarepoint sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 148,390 shares — an estimated $3.15M sold.

Squarepoint first reported a position in HELE in Q3 2016 and held it in 25 quarters. The position peaked at $10.4M in Q2 2022. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

Squarepoint reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
Squarepoint sold 148,390 Helen of Troy shares in Q1 2026, an estimated $3.15M.
Squarepoint first reported a position in Helen of Troy in Q3 2016 and held it in 25 quarters.
Squarepoint's Helen of Troy position peaked at $10.4M in Q2 2022.
187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

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