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Steven Cohen’s Helios Technologies HLIO Stock Holding History

Steven Cohen’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 		$13M Buy
145,455
+74,988
+106% +$5.76M 0.01% 1126
2026
Q1 		$4.56M Buy
+70,467
New +$4.72M 0.01% 1766
2025
Q3 		– Sell
-16,799
Closed -$561K – 2478
2025
Q2 		$561K Buy
+16,799
New +$506K ﹤0.01% 1749
2023
Q2 		– Sell
-215,800
Closed -$14.1M – 2426
2023
Q1 		$14.1M Buy
+215,800
New +$14M 0.04% 453

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Steven Cohen's HLIO Position: Q2 2026 in Review

Steven Cohen increased its Helios Technologies (HLIO) stake by 106% in Q2 2026, buying an estimated $5.76M and bringing the position to 145,455 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #1126.

Steven Cohen first reported a position in HLIO in Q1 2023 and has held it in 4 quarters since. The position peaked at $14.1M in Q1 2023. 282 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Steven Cohen held 145,455 shares of Helios Technologies worth $13M as of Q2 2026.
  • Steven Cohen bought 74,988 Helios Technologies shares in Q2 2026, an estimated $5.76M.
  • Helios Technologies made up 0.01% of Steven Cohen's portfolio in Q2 2026, its #1126 holding.
  • Steven Cohen first reported a position in Helios Technologies in Q1 2023 and has held it in 4 quarters since.
  • Steven Cohen's Helios Technologies position peaked at $14.1M in Q1 2023.
  • 282 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.