HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)

CUSIP: 42328H109

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 7 signals
Share change
+338,598
Put/Call ratio
11%
SEC-reported price per share
$66.09
Number of holders
167
Value change
+$22,783,670
Number of buys
72
Open additional details 1 more signal available
Number of sells
86
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
33,071,098

Security key

42328H109

Report period

Q2 2023

Institutions

167

Top holders

10

Ownership snapshot

Top reported holders of HLIO - HELIOS TECHNOLOGIES, INC. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
WASATCH ADVISORS LP
Disclosed value leader
WASATCH ADVISORS LP
Comparable rows
0/15
Latest evidence
31 Mar 2023
13F Highest disclosed value: $281,494,615 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

WASATCH ADVISORS LP has the largest disclosed position value at $281.49M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens WASATCH ADVISORS LP's linked filing trail.
Disclosed position value Top 5
WASATCH ADVISORS LP $281.49M
VANGUARD GROUP INC $203.33M
T. Rowe Price Investment Manageme... $202.96M
BROWN CAPITAL MANAGEMENT LLC $194.67M
BlackRock Finance, Inc. $134.87M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
WASATCH ADVISORS LP
13F
Company
13F
—
denominator unverified
$281,494,615
4,304,199 shares
— 31 Mar 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$203,329,318
3,109,011 shares
— 31 Mar 2023
T. Rowe Price Investment Management, Inc.
13F
Company
13F
—
denominator unverified
$202,959,000
3,103,334 shares
— 31 Mar 2023
BROWN CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$194,667,089
2,976,561 shares
— 31 Mar 2023
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$134,869,351
2,062,222 shares
— 31 Mar 2023
Conestoga Capital Advisors, LLC
13F
Company
13F
—
denominator unverified
$102,496,851
1,567,230 shares
— 31 Mar 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
167
Shares
30,556,681
Rows available
167
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
175
Q2 2023 holders
167
Holder diff
-8
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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