Voloridge Investment Management
HLIO icon

Voloridge Investment Management’s Helios Technologies HLIO Stock Holding History

Voloridge Investment Management’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
-25,257
Closed -$1.35M – 1122
2025
Q4 		$1.35M Sell
25,257
-24,979
-50% -$1.35M ﹤0.01% 965
2025
Q3 		$2.62M Sell
50,236
-37,300
-43% -$1.74M 0.01% 876
2025
Q2 		$2.92M Buy
87,536
+46,053
+111% +$1.39M 0.01% 884
2025
Q1 		$1.33M Sell
41,483
-3,165
-7% -$128K ﹤0.01% 1012
2024
Q4 		$1.99M Sell
44,648
-53,978
-55% -$2.67M 0.01% 948
2024
Q3 		$4.7M Buy
98,626
+49,707
+102% +$2.19M 0.02% 791
2024
Q2 		$2.34M Sell
48,919
-110,500
-69% -$5.29M 0.01% 914
2024
Q1 		$7.12M Buy
159,419
+42,703
+37% +$1.83M 0.03% 567
2023
Q4 		$5.29M Buy
+116,716
New +$5.39M 0.02% 606
2023
Q1 		– Sell
-48,387
Closed -$2.63M – 1455
2022
Q4 		$2.63M Sell
48,387
-4,067
-8% -$219K 0.01% 897
2022
Q3 		$2.65M Buy
52,454
+2,937
+6% +$178K 0.01% 895
2022
Q2 		$3.28M Buy
49,517
+34,604
+232% +$2.4M 0.02% 834
2022
Q1 		$1.2M Buy
14,913
+7,441
+100% +$593K 0.01% 1088
2021
Q4 		$786K Buy
+7,472
New +$726K ﹤0.01% 1327

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Voloridge Investment Management's HLIO Position: Q1 2026 in Review

Voloridge Investment Management sold out of Helios Technologies (HLIO) in Q1 2026, closing a stake of 25,257 shares — an estimated $1.35M sold.

Voloridge Investment Management first reported a position in HLIO in Q4 2021 and held it in 14 quarters. The position peaked at $7.12M in Q1 2024. 252 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Voloridge Investment Management reported no remaining Helios Technologies position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 25,257 Helios Technologies shares in Q1 2026, an estimated $1.35M.
  • Voloridge Investment Management first reported a position in Helios Technologies in Q4 2021 and held it in 14 quarters.
  • Voloridge Investment Management's Helios Technologies position peaked at $7.12M in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.