XT
HLIO icon

XTX Topco’s Helios Technologies HLIO Stock Holding History

XTX Topco’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 		$3.05M Buy
34,170
+12,124
+55% +$931K 0.04% 734
2026
Q1 		$1.43M Buy
22,046
+14,899
+208% +$998K 0.02% 1130
2025
Q4 		$382K Buy
+7,147
New +$385K 0.01% 1852
2025
Q3 		– Sell
-17,804
Closed -$594K – 2843
2025
Q2 		$594K Buy
17,804
+7,111
+67% +$214K 0.02% 980
2025
Q1 		$343K Buy
+10,693
New +$431K 0.02% 1302
2024
Q2 		– Sell
-8,459
Closed -$378K – 2114
2024
Q1 		$378K Buy
+8,459
New +$363K 0.05% 659

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

XTX Topco's HLIO Position: Q2 2026 in Review

XTX Topco increased its Helios Technologies (HLIO) stake by 55% in Q2 2026, buying an estimated $931K and bringing the position to 34,170 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #734.

XTX Topco first reported a position in HLIO in Q1 2024 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • XTX Topco held 34,170 shares of Helios Technologies worth $3.05M as of Q2 2026.
  • XTX Topco bought 12,124 Helios Technologies shares in Q2 2026, an estimated $931K.
  • Helios Technologies made up 0.04% of XTX Topco's portfolio in Q2 2026, its #734 holding.
  • XTX Topco first reported a position in Helios Technologies in Q1 2024 and has held it in 6 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.