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
30 Jun 2026
- Public ticker
- HLIO on NYSE
- Parsed ownership sources
-
13F and 13D/G
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
THRIVENT FINANCIAL FOR LUTHERANS
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
THRIVENT FINANCIAL FOR LUTHERANS
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001024795
- Issuer location
- Sarasota, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 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
30 Jun 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%
VANGUARD PORTFOLIO MANAGEMENT LLC
5%
WELLINGTON MANAGEMENT GROUP LLP
3.9%
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
|
$82,013,000
918,909 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
13D/G
Company · Vanguard Capital Management
|
5.2%
from 13D/G
|
$130,492,961
1,462,106 shares
|
— | 30 Jun 2026 |
| Conestoga Capital Advisors, LLC |
13F
13D/G
Company · Conestoga Capital Advisors
|
5%
from 13D/G
|
$96,777,751
1,084,345 shares
|
— | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5%
|
$147,874,934
1,656,862 shares
|
$0 | 30 Jun 2026 |
| 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
|
$58,912,586
660,085 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
7.8%
|
$231,413,844
2,592,872 shares
|
— | 30 Jun 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
4.7%
|
$138,280,093
1,549,341 shares
|
— | 30 Jun 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: -$1,279,521.
Buys
$0
Insiders: 0
Sells
$1,279,521
Insiders: 2
Net
-$1,279,521
Shares: -15,647
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 15,647
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 13,027 | $0 | $1,134,121 | -$1,134,121 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 2,620 | $0 | $145,400 | -$145,400 |
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
-$1,279,521
Latest report
25 Sep 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 | ||
| Sean Bagan | President and CEO, Director | $2,622,836 | Mixed | 11 Sep 2026 | ||
| LEMAITRE PHILIPPE | Director | $2,455,204 | Mixed | 13 Mar 2025 | ||
| Frederick Joseph Martich | Pres. of Hydraulics, MCT | $1,452,230 | Mixed | 11 Sep 2026 | ||
| Matteo Arduini | President of Hydraulics, FCT | $1,305,075 | -$1,243,341 | -49% | Mixed | 11 Sep 2026 |
| Marc A. Greenberg | General Counsel and Secretary | $1,208,219 | Mixed | 11 Sep 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 | ||
| Jeremy Scott Evans | Chief Financial Officer | $107,189 | Median | 11 Sep 2026 | ||
| Billy Vern Aldridge | President, Electronics | $62,012 | Mixed | 05 Mar 2026 | ||
| Douglas Britt | Director | $46,338 | Mixed | 25 Sep 2026 | ||
| Diana Sacchi | Director | $46,338 | -$36,180 | -44% | Mixed | 25 Sep 2026 |
| Laura D. Brown | Director | $43,667 | Mixed | 25 Sep 2026 | ||
| Alexander Schuetz | Director | $43,667 | Mixed | 25 Sep 2026 | ||
| Cary Chenanda | Director | $41,033 | Mixed | 25 Sep 2026 | ||
| Marc Bertoneche | Director | $22,742 | Mixed | 09 Mar 2022 | ||
| Michael Connaway | Cfo | Mixed | 27 Oct 2025 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Diana Sacchi | HLIO | Restricted Stock Units | Award | 638 | 638 | 25 Sep 2026 | Direct | |||
| Alexander Schuetz | HLIO | Restricted Stock Units | Award | 601 | 601 | 25 Sep 2026 | Direct | |||
| Cary Chenanda | HLIO | Restricted Stock Units | Award | 601 | 601 | 25 Sep 2026 | Direct | |||
| Douglas Britt | HLIO | Restricted Stock Units | Award | 638 | 638 | 25 Sep 2026 | Direct | |||
| Laura D. Brown | HLIO | Restricted Stock Units | Award | 951 | 951 | 25 Sep 2026 | Direct | |||
| Ian K. Walsh | HLIO | Restricted Stock Units | Award | 565 | 565 | 25 Sep 2026 | Direct | |||
| Cary Chenanda | HLIO | Common Stock | Options Exercise | 4.36% | 742 | 17,778 | 18 Sep 2026 | Direct | ||
| Cary Chenanda | HLIO | Restricted Stock Units | Options Exercise | -100% | -742 | 0 | 18 Sep 2026 | Direct | ||
| Douglas Britt | HLIO | Common Stock | Options Exercise | 2.65% | 787 | 30,491 | 18 Sep 2026 | Direct | ||
| Douglas Britt | HLIO | Restricted Stock Units | Options Exercise | -100% | -787 | 0 | 18 Sep 2026 | Direct | ||
| Ian K. Walsh | HLIO | Common Stock | Options Exercise | 697 | 697 | 18 Sep 2026 | Direct | |||
| Ian K. Walsh | HLIO | Restricted Stock Units | Options Exercise | -100% | -697 | 0 | 18 Sep 2026 | Direct | ||
| Laura D. Brown | HLIO | Common Stock | Options Exercise | 6.09% | 1,174 | 20,442 | 18 Sep 2026 | Direct | ||
| Laura D. Brown | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,174 | 0 | 18 Sep 2026 | Direct | ||
| Diana Sacchi | HLIO | Common Stock | Options Exercise | 7.59% | 787 | 11,162 | 18 Sep 2026 | Direct | ||
| Diana Sacchi | HLIO | Restricted Stock Units | Options Exercise | -100% | -787 | 0 | 18 Sep 2026 | Direct | ||
| Alexander Schuetz | HLIO | Common Stock | Tax liability | -1.19% | -223 | 18,522 | 18 Sep 2026 | Direct | ||
| Alexander Schuetz | HLIO | Common Stock | Options Exercise | 4.12% | 742 | 18,745 | 18 Sep 2026 | Direct | ||
| Alexander Schuetz | HLIO | Restricted Stock Units | Options Exercise | -100% | -742 | 0 | 18 Sep 2026 | Direct | ||
| Jeremy Scott Evans | HLIO | Common Stock | Tax liability | -7.12% | -92 | 1,201 | 11 Sep 2026 | Direct | ||
| Jeremy Scott Evans | HLIO | Common Stock | Options Exercise | 40.7% | 374 | 1,293 | 11 Sep 2026 | Direct | ||
| Jeremy Scott Evans | HLIO | Restricted Stock Units | Options Exercise | -100% | -374 | 0 | 11 Sep 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Common Stock | Tax liability | -2.03% | -294 | 14,182 | 11 Sep 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Common Stock | Options Exercise | 5.44% | 747 | 14,476 | 11 Sep 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Restricted Stock Units | Options Exercise | -100% | -747 | 0 | 11 Sep 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Common Stock | Tax liability | -2.72% | -294 | 10,527 | 11 Sep 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Common Stock | Options Exercise | 7.42% | 747 | 10,821 | 11 Sep 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Restricted Stock Units | Options Exercise | -100% | -747 | 0 | 11 Sep 2026 | Direct | ||
| Matteo Arduini | HLIO | Common Stock | Options Exercise | 6.6% | 747 | 12,064 | 11 Sep 2026 | Direct | ||
| Matteo Arduini | HLIO | Restricted Stock Units | Options Exercise | -100% | -747 | 0 | 11 Sep 2026 | Direct | ||
| Sean Bagan | HLIO | Common Stock | Tax liability | -1.42% | -294 | 20,460 | 11 Sep 2026 | Direct | ||
| Sean Bagan | HLIO | Common Stock | Options Exercise | 3.73% | 747 | 20,754 | 11 Sep 2026 | Direct | ||
| Sean Bagan | HLIO | Restricted Stock Units | Options Exercise | -100% | -747 | 0 | 11 Sep 2026 | Direct | ||
| Matteo Arduini | HLIO | Common Stock | Sale | -34.8% | $544,961 | $90.42 | -6,027 | 11,317 | 23 Jun 2026 | Direct |
| Matteo Arduini | HLIO | Common Stock | Options Exercise | 53.3% | 6,027 | 17,344 | 23 Jun 2026 | Direct | ||
| Matteo Arduini | HLIO | Stock Options (right to buy) | Options Exercise | -100% | -6,027 | 0 | 23 Jun 2026 | Direct | ||
| Matteo Arduini | HLIO | Common Stock | Sale | -26.1% | $359,720 | $89.93 | -4,000 | 11,317 | 22 Jun 2026 | Direct |
| Diana Sacchi | HLIO | Restricted Stock Units | Award | 511 | 511 | 16 Jun 2026 | Direct | |||
| Alexander Schuetz | HLIO | Restricted Stock Units | Award | 482 | 482 | 16 Jun 2026 | Direct | |||
| Cary Chenanda | HLIO | Restricted Stock Units | Award | 482 | 482 | 16 Jun 2026 | Direct | |||
| Douglas Britt | HLIO | Restricted Stock Units | Award | 511 | 511 | 16 Jun 2026 | Direct | |||
| Laura D. Brown | HLIO | Restricted Stock Units | Award | 761 | 761 | 16 Jun 2026 | Direct | |||
| Ian K. Walsh | HLIO | Restricted Stock Units | Award | 452 | 452 | 16 Jun 2026 | Direct | |||
| Cary Chenanda | HLIO | Common Stock | Options Exercise | 8.2% | 1,291 | 17,036 | 05 Jun 2026 | Direct | ||
| Cary Chenanda | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,291 | 0 | 05 Jun 2026 | Direct | ||
| Diana Sacchi | HLIO | Common Stock | Options Exercise | 15.2% | 1,369 | 10,375 | 05 Jun 2026 | Direct | ||
| Diana Sacchi | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,369 | 0 | 05 Jun 2026 | Direct | ||
| Laura D. Brown | HLIO | Common Stock | Options Exercise | 11.8% | 2,042 | 19,268 | 05 Jun 2026 | Direct | ||
| Laura D. Brown | HLIO | Restricted Stock Units | Options Exercise | -100% | -2,042 | 0 | 05 Jun 2026 | Direct | ||
| Alexander Schuetz | HLIO | Common Stock | Tax liability | -2.11% | -388 | 18,003 | 05 Jun 2026 | Direct |
* marks a reported price that did not pass the local price check.