Helios Technologies, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Helios Technologies, Inc.
65.95
−0.56%
vs ±9.2% implied · ×0.06
shaded = implied · ▲▼ = realized
Fund move
Fund move
No thesis.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $231.4M | 8.01% | +6.14% | |
| 2 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $146.5M | 5.07% | +9.02% | |
| 3 | Dimensional Fund AdvisorsDimensional | $138.3M | 4.79% | −4.29% | |
| 4 | Vanguard Capital ManagementVanguardindex-like | $130.5M | 4.52% | −1.03% | |
| 5 | Sara-Bay FinancialSara-Bay Financial | $102.3M | 3.54% | −0.63% | |
| 6 | Conestoga Capital AdvisorsConestoga Capital | $96.8M | 3.35% | −18.18% | |
| 7 | InvescoInvesco | $96.7M | 3.35% | new | |
| 8 | Geode Capital ManagementGeodeindex-like | $87.4M | 3.03% | +17.04% | |
| 9 | Jennison AssociatesJennison | $87.2M | 3.02% | −5.64% | |
| 10 | Thrivent Financial FOR LutheransThrivent Financial FOR Lutherans | $82.0M | 2.84% | −0.72% | |
| 11 | Wellington Management GroupWellington | $79.2M | 2.74% | −32.09% | |
| 12 | State StreetState Streetindex-like | $75.1M | 2.60% | +6.85% | |
| 13 | William Blair Investment ManagementWilliam Blair | $74.5M | 2.58% | −10.40% | |
| 14 | T. Rowe Price Investment ManagementT. Rowe Price | $69.5M | 2.41% | −0.41% | |
| 15 | Neuberger Berman GroupNeuberger Berman | $68.0M | 2.35% | +7.04% | |
| 16 | Ameriprise FinancialAmeriprise Financial | $66.4M | 2.30% | +0.56% | |
| 17 | Delaware Management HoldingsDelaware | $64.1M | 2.22% | −6.50% | |
| 18 | ACK Asset ManagementACK | $60.8M | 2.10% | −12.73% | |
| 19 | Wasatch AdvisorsWasatch | $58.9M | 2.04% | −17.39% | |
| 20 | NuveenNuveenindex-like | $45.3M | 1.57% | +53.88% | |
| 21 | Goldman Sachs GroupGoldman Sachs | $40.1M | 1.39% | 0.00% | |
| 22 | Bank of AmericaBank of America | $36.7M | 1.27% | −19.47% | |
| 23 | Jupiter TopcoJupiter Topco | $36.4M | 1.26% | — | |
| 24 | Charles Schwab Investment ManagementCharles Schwabindex-like | $36.4M | 1.26% | −2.90% | |
| 25 | Standard Life AberdeenStandard Life Aberdeen | $35.5M | 1.23% | +37.40% |
283 managers report $2.9B of Helios Technologies on form 13F for the quarter ended Jun 30 '26. 36 of them hold 80% of it; BlackRock is largest at 8.01%.
Expected move
No implied move.
No implied move.
No implied move.