| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Bridgewater Associates · Ray Dalio | $907.3K | 0.00% | 10.17K | +56% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a HLIO trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Bagan Sean P.Chief Executive Officer | Conversion of Exercise of derivative security at price 68.89 per share. | 771 | $53.11K |
| Sep 17, 2026 | Britt Douglas MDirector | Conversion of Exercise of derivative security at price 69.29 per share. | 787 | $54.53K |
| Sep 17, 2026 | Brown Laura D.Director | Conversion of Exercise of derivative security at price 69.29 per share. | 1.2K | $81.35K |
| Sep 17, 2026 | Schuetz AlexanderDirector | Conversion of Exercise of derivative security at price 69.29 per share. | 742 | $51.41K |
| Sep 17, 2026 | Sacchi DianaDirector | Conversion of Exercise of derivative security at price 69.29 per share. | 787 | $54.53K |
| Sep 17, 2026 | Walsh Ian KDirector | Conversion of Exercise of derivative security at price 69.29 per share. | 697 | $48.30K |
| Sep 17, 2026 | Chenanda CaryDirector | Conversion of Exercise of derivative security at price 69.29 per share. | 742 | $51.41K |
| Sep 10, 2026 | Greenberg Marc AGeneral Counsel | — | 747 | — |
| Sep 10, 2026 | Martich Frederick JosephOfficer | — | 747 | — |
| Sep 10, 2026 | Bagan Sean P.Chief Executive Officer | — | 747 | — |
| Sep 10, 2026 | Evans Jeremy ScottChief Financial Officer | — | 374 | — |
| Sep 10, 2026 | Arduini MatteoOfficer | — | 747 | — |
| Jun 22, 2026 | Arduini MatteoOfficer | Sale at price 89.93 - 90.42 per share. | 10K | $904.68K |
| Jun 22, 2026 | Arduini MatteoOfficer | Conversion of Exercise of derivative security at price 39.75 - 55.03 per share. | 6K | $300.59K |
| Jun 4, 2026 | Britt Douglas MDirector | Conversion of Exercise of derivative security at price 81.27 per share. | 1.4K | $111.26K |
| Jun 4, 2026 | Brown Laura D.Director | Conversion of Exercise of derivative security at price 81.27 per share. | 2K | $165.95K |
| Jun 4, 2026 | Schuetz AlexanderDirector | Conversion of Exercise of derivative security at price 81.27 per share. | 1.3K | $104.92K |
| Jun 4, 2026 | Sacchi DianaDirector | Conversion of Exercise of derivative security at price 81.27 per share. | 1.4K | $111.26K |
| Jun 4, 2026 | Chenanda CaryDirector | Conversion of Exercise of derivative security at price 81.27 per share. | 1.3K | $104.92K |
| May 14, 2026 | Arduini MatteoOfficer | Sale at price 76.48 per share. | 3K | $229.44K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 21.1 | 10.1 | -9.3 | 5.7 | 21.5 | 7.4 | -12.7 | -6.3 | -7.0 | 1.1 | +28.3% | ||
| 2025 | -0.1 | -11.6 | -18.7 | -15.1 | 11.2 | 10.1 | 9.9 | 47.8 | -3.9 | 6.2 | -2.5 | -0.9 | +19.8% |
| 2024 | -9.0 | 7.0 | 1.2 | 0.9 | 11.0 | -4.7 | -3.8 | -3.8 | 7.9 | -3.3 | 13.4 | -14.7 | −1.6% |
| 2023 | 21.2 | 2.6 | -3.5 | -8.0 | -17.8 | 33.7 | -4.4 | -8.4 | -4.1 | -6.8 | -25.8 | 18.2 | −16.7% |
| 2022 | -27.1 | 2.3 | 2.3 | -16.3 | 1.8 | -3.2 | 3.9 | -20.6 | -7.4 | 12.0 | -7.0 | 3.2 | −48.2% |
| 2021 | 2.4 | 19.9 | 11.4 | -0.8 | -1.7 | 9.9 | 3.6 | 1.0 | 0.6 | 10.9 | 10.2 | 4.8 | +97.4% |
| 2020 | -8.0 | -6.5 | -4.6 | -6.2 | 0.6 | 4.1 | 1.6 | 8.7 | -11.5 | 14.9 | 17.7 | 8.2 | +15.3% |
| 2019 | 6.7 | 34.3 | -2.2 | 12.5 | -20.2 | 11.2 | 1.2 | -8.9 | -5.2 | -2.3 | 13.0 | 3.2 | +39.3% |
| 2018 | -4.0 | -16.4 | 3.2 | -9.3 | 2.5 | -3.2 | 8.0 | -3.3 | 8.8 | -15.3 | -10.2 | -20.4 | −48.7% |
| 2017 | -2.0 | -5.6 | -2.4 | 7.6 | 10.2 | -0.3 | -3.1 | 15.8 | 12.7 | 6.5 | 5.4 | 6.6 | +61.8% |
| 2016 | -19.8 | 17.0 | 11.5 | 6.6 | -17.3 | 1.4 | 1.7 | 2.1 | 4.7 | -8.8 | 35.0 | 0.6 | +26.0% |
| 2015 | -8.0 | 6.8 | 6.9 | -5.9 | -3.9 | 2.0 | -7.1 | -8.9 | -14.8 | 6.6 | 12.4 | -3.6 | −19.4% |
| 2014 | -10.5 | 15.7 | 2.4 | -5.6 | -9.7 | 10.0 | -10.1 | 9.7 | -6.1 | 5.9 | 1.2 | -2.2 | −3.6% |
| 2013 | 5.8 | 1.1 | 16.6 | 0.7 | -0.9 | -3.6 | 0.5 | -2.6 | 18.4 | 9.4 | 8.3 | -5.0 | +56.6% |
| 2012 | 19.9 | 17.0 | -20.4 | -4.3 | -6.8 | 4.1 | -7.0 | 2.5 | 14.8 | 0.3 | -1.9 | -0.2 | +11.3% |
| 2011 | -1.4 | -3.2 | 19.4 | 7.9 | 4.2 | -1.3 | -10.5 | 3.3 | -30.8 | 41.1 | -12.5 | -6.9 | −7.0% |
| 2010 | -14.7 | 8.1 | 7.4 | 7.8 | -7.0 | -9.9 | 9.9 | -13.5 | 26.4 | 10.2 | 0.3 | 21.3 | +44.0% |
| 2009 | -18.3 | -13.9 | 10.2 | 23.9 | -12.2 | 1.7 | 8.7 | 4.8 | 14.3 | -9.5 | 24.1 | 11.0 | +39.3% |
| 2008 | -8.8 | -5.5 | 34.7 | 3.1 | 32.9 | -19.5 | 27.7 | -19.7 | -21.3 | -19.6 | -27.3 | 23.8 | −25.3% |
| 2007 | 3.6 | 3.5 | 21.6 | 17.1 | 38.0 | 14.1 | -9.5 | -6.8 | 15.1 | 12.9 | -19.3 | -13.1 | +84.5% |
Buy / hold / sell counts
Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments; Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds, and quick release couplings, as well as engineers complete hydraulic system solutions. This segment sells its products under the Sun Hydraulics, Faster, NEM, Taimi, Daman, and Schultes brands. The Electronics segment designs and manufactures customized electronic controls systems, displays, wire harnesses, and software solutions. This segment sells its products under Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group, i3PD and Cygnus Reach and Joyonway brands. It markets and sells hydraulic products and engineered solutions through value-added distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. It serves construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness sectors. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.