Comparable stake leader
THRIVENT FINANCIAL FOR LUTHERANS
SEC ownership of HELIOS TECHNOLOGIES, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001024795.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- HLIO on NYSE
- Parsed ownership sources
- 13F and 13D/G
- Largest SEC-reported holder
- THRIVENT FINANCIAL FOR LUTHERANS
- Latest 13D/G holder
- THRIVENT FINANCIAL FOR LUTHERANS
- Latest parsed ownership date
- 31 Mar 2026
- Issuer CIK
- 0001024795
- Issuer location
- Sarasota, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of HELIOS TECHNOLOGIES, INC. (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
THRIVENT FINANCIAL FOR LU...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F
13D/G
Lead comparable stake: 5.5%
13D/G row: THRIVENT FINANCIAL FOR LUTHERANS
Showing 1-8 of 50 holder rows.
Quick read
THRIVENT FINANCIAL FOR LUTHERANS leads the comparable SEC ownership view at 5.5%.
50 of 50 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 THRIVENT FINANCIAL FOR LUTHERANS's linked filing trail.
Comparable ownership
Top 5
THRIVENT FINANCIAL FOR LUTHERANS
5.5%
VANGUARD CAPITAL MANAGEMENT LLC
5.2%
Conestoga Capital Advisors, LLC
5%
WELLINGTON MANAGEMENT GROUP LLP
3.9%
WASATCH ADVISORS LP
2.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
13D/G
Company
|
5.5%
from 13D/G
|
$59,893,000
925,546 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$111,420,396
1,721,842 shares
|
$0 | 31 Mar 2026 |
| Conestoga Capital Advisors, LLC |
13D/G
13F
Conestoga Capital Advisors · Company
|
5%
|
$88,907,511
1,662,124 shares
|
-$25,595,643 | 31 Dec 2025 |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
13F
Company
|
3.9%
|
$84,554,810
1,306,673 shares
|
-$44,705,162 | 31 Mar 2026 |
| WASATCH ADVISORS LP |
13F
13D/G
Company
|
2.7%
from 13D/G
|
$51,703,808
799,008 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
7.3%
|
$158,083,652
2,442,956 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
4.8%
|
$104,743,300
1,618,712 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
4.5%
|
$97,407,704
1,505,296 shares
|
— | 31 Mar 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$374,840.
Buys
$0
Insiders: 0
Sells
$374,840
Insiders: 2
Net
-$374,840
Shares: -5,620
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 5,620
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 3,000 | $0 | $229,440 | -$229,440 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 2,620 | $0 | $145,400 | -$145,400 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to HELIOS TECHNOLOGIES, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
Josef Matosevic
Net 12M change
-$374,840
Latest report
15 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Josef Matosevic | President and CEO, Director | $3,444,974 | Mixed | 01 Apr 2024 | ||
| Tricia L. Fulton | EVP, Chief Financial Officer | $2,931,152 | Mixed | 28 Feb 2023 | ||
| LEMAITRE PHILIPPE | Director | $2,455,204 | Mixed | 13 Mar 2025 | ||
| Sean Bagan | President and CEO, Director | $2,171,408 | Mixed | 05 Mar 2026 | ||
| Douglas Britt | Director | $2,030,354 | Mixed | 19 Mar 2026 | ||
| Matteo Arduini | President of Hydraulics, FCT | $1,399,807 | -$338,660 | -19% | Mixed | 15 May 2026 |
| Laura D. Brown | Director | $1,249,831 | Mixed | 19 Mar 2026 | ||
| Alexander Schuetz | Director | $1,241,009 | Mixed | 19 Mar 2026 | ||
| Cary Chenanda | Director | $1,143,497 | Mixed | 19 Mar 2026 | ||
| Frederick Joseph Martich | Pres. of Hydraulics, MCT | $1,002,813 | Mixed | 05 Mar 2026 | ||
| Marc A. Greenberg | General Counsel and Secretary | $859,657 | Mixed | 05 Mar 2026 | ||
| Diana Sacchi | Director | $676,938 | -$36,180 | -5.1% | Mixed | 19 Mar 2026 |
| Gregory C. Yadley | Director | $453,061 | Mixed | 04 Jun 2021 | ||
| Lee Francis Wichlacz | President, Electronics | $289,273 | Mixed | 27 Feb 2025 | ||
| Melanie M. Nealis | Chief Legal & Compliance Offic | $211,552 | Mixed | 28 Jan 2022 | ||
| Jason L. Morgan | President, CVT | $186,056 | Mixed | 28 Feb 2023 | ||
| Billy Vern Aldridge | President, Electronics | $62,012 | Mixed | 05 Mar 2026 | ||
| Jeremy Scott Evans | Chief Financial Officer | $49,157 | Mixed | 01 Apr 2026 | ||
| Marc Bertoneche | Director | $22,742 | Mixed | 09 Mar 2022 | ||
| Ian K. Walsh | Director | Mixed | 19 Mar 2026 |
Recent insider transactions for HELIOS TECHNOLOGIES, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Matteo Arduini | HLIO | Common Stock | Sale | -16.4% | $229,440 | $76.48 | -3,000 | 15,317 | 15 May 2026 | Direct |
| Jeremy Scott Evans | HLIO | Common Stock | Tax liability | -6.89% | -68 | 919 | 01 Apr 2026 | Direct | ||
| Jeremy Scott Evans | HLIO | Common Stock | Options Exercise | 39.2% | 278 | 987 | 01 Apr 2026 | Direct | ||
| Jeremy Scott Evans | HLIO | Restricted Stock Units | Options Exercise | -49.9% | -278 | 279 | 01 Apr 2026 | Direct | ||
| Ian K. Walsh | HLIO | Restricted Stock Units | Award | 608 | 608 | 19 Mar 2026 | Direct | |||
| Diana Sacchi | HLIO | Restricted Stock Units | Award | 686 | 686 | 19 Mar 2026 | Direct | |||
| Alexander Schuetz | HLIO | Restricted Stock Units | Award | 647 | 647 | 19 Mar 2026 | Direct | |||
| Cary Chenanda | HLIO | Restricted Stock Units | Award | 647 | 647 | 19 Mar 2026 | Direct | |||
| Laura D. Brown | HLIO | Restricted Stock Units | Award | 1,023 | 1,023 | 19 Mar 2026 | Direct | |||
| Douglas Britt | HLIO | Restricted Stock Units | Award | 686 | 686 | 19 Mar 2026 | Direct | |||
| Diana Sacchi | HLIO | Common Stock | Options Exercise | 16.1% | 1,249 | 9,006 | 13 Mar 2026 | Direct | ||
| Diana Sacchi | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,249 | 0 | 13 Mar 2026 | Direct | ||
| Laura D. Brown | HLIO | Common Stock | Options Exercise | 7.33% | 1,177 | 17,226 | 13 Mar 2026 | Direct | ||
| Laura D. Brown | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,177 | 0 | 13 Mar 2026 | Direct | ||
| Douglas Britt | HLIO | Common Stock | Options Exercise | 4.61% | 1,249 | 28,335 | 13 Mar 2026 | Direct | ||
| Douglas Britt | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,249 | 0 | 13 Mar 2026 | Direct | ||
| Cary Chenanda | HLIO | Common Stock | Options Exercise | 7.56% | 1,106 | 15,745 | 13 Mar 2026 | Direct | ||
| Cary Chenanda | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,106 | 0 | 13 Mar 2026 | Direct | ||
| Alexander Schuetz | HLIO | Common Stock | Tax liability | -2.03% | -354 | 17,100 | 13 Mar 2026 | Direct | ||
| Alexander Schuetz | HLIO | Common Stock | Options Exercise | 7.23% | 1,177 | 17,454 | 13 Mar 2026 | Direct | ||
| Alexander Schuetz | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,177 | 0 | 13 Mar 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Performance Stock Options (right to buy) | Award | 5,051 | 5,051 | 05 Mar 2026 | Direct | |||
| Billy Vern Aldridge | HLIO | Restricted Stock Units | Award | 2,441 | 2,441 | 05 Mar 2026 | Direct | |||
| Matteo Arduini | HLIO | Performance Stock Options (right to buy) | Award | 7,063 | 7,063 | 05 Mar 2026 | Direct | |||
| Matteo Arduini | HLIO | Restricted Stock Units | Award | 3,413 | 3,413 | 05 Mar 2026 | Direct | |||
| Jeremy Scott Evans | HLIO | Performance Stock Options (right to buy) | Award | 7,806 | 7,806 | 05 Mar 2026 | Direct | |||
| Jeremy Scott Evans | HLIO | Restricted Stock Units | Award | 3,772 | 3,772 | 05 Mar 2026 | Direct | |||
| Frederick Joseph Martich | HLIO | Performance Stock Options (right to buy) | Award | 5,808 | 5,808 | 05 Mar 2026 | Direct | |||
| Frederick Joseph Martich | HLIO | Restricted Stock Units | Award | 2,807 | 2,807 | 05 Mar 2026 | Direct | |||
| Marc A. Greenberg | HLIO | Performance Stock Options (right to buy) | Award | 7,071 | 7,071 | 05 Mar 2026 | Direct | |||
| Marc A. Greenberg | HLIO | Restricted Stock Units | Award | 3,417 | 3,417 | 05 Mar 2026 | Direct | |||
| Sean Bagan | HLIO | Common Stock | Award | 23.2% | 3,698 | 19,632 | 05 Mar 2026 | Direct | ||
| Sean Bagan | HLIO | Performance Stock Options (right to buy) | Award | 38,846 | 38,846 | 05 Mar 2026 | Direct | |||
| Sean Bagan | HLIO | Restricted Stock Units | Award | 18,770 | 18,770 | 05 Mar 2026 | Direct | |||
| Billy Vern Aldridge | HLIO | Common Stock | Tax liability | -11.3% | -133 | 1,043 | 06 Jan 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Common Stock | Options Exercise | 49.2% | 388 | 1,176 | 06 Jan 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Restricted Stock Units | Options Exercise | -100% | -388 | 0 | 06 Jan 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Common Stock | Tax liability | -3.64% | -381 | 10,074 | 06 Jan 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Common Stock | Options Exercise | 10.2% | 969 | 10,455 | 06 Jan 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Restricted Stock Units | Options Exercise | -100% | -969 | 0 | 06 Jan 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Common Stock | Tax liability | -1.65% | -230 | 13,729 | 06 Jan 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Common Stock | Options Exercise | 3.83% | 515 | 13,959 | 06 Jan 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Restricted Stock Units | Options Exercise | -100% | -515 | 0 | 06 Jan 2026 | Direct | ||
| Matteo Arduini | HLIO | Common Stock | Options Exercise | 5.95% | 1,028 | 18,317 | 06 Jan 2026 | Direct | ||
| Matteo Arduini | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,028 | 0 | 06 Jan 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Common Stock | Tax liability | -50.2% | -392 | 389 | 03 Jan 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Common Stock | Options Exercise | 1,147 | 995 | 03 Jan 2026 | Direct | |||
| Billy Vern Aldridge | HLIO | Restricted Stock Units | Options Exercise | -67.9% | -1,147 | 542 | 03 Jan 2026 | Direct | ||
| Matteo Arduini | HLIO | Common Stock | Options Exercise | 23.6% | 3,303 | 17,289 | 03 Jan 2026 | Direct | ||
| Matteo Arduini | HLIO | Restricted Stock Units | Options Exercise | -67.2% | -3,303 | 1,612 | 03 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.