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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
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$5.7T AUM
30.48%
1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
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VCM
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$4.04T AUM
CCA
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$5.01B AUM
6.26%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
SBF
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Sarasota, Florida
$333M AUM
91.79%
1-Year Est. Return
Jennison Associates
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$145B AUM
34.61%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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