HLIO · Insider trading · 13F holders · Congress trades
Helios Technologies, Inc. (HLIO)
Who is buying and selling HLIO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
HLIO at a glance
- No open-market insider purchases or sales of HLIO were filed in the last 90 days.
- 8 13F filers hold HLIO among their 50 largest positions, worth $286.7M combined. The biggest bets by portfolio weight are Sara-Bay Financial (20.3%), Iat Reinsurance Co Ltd. (8.0%) and ACK Asset Management LLC (7.1%).
- Members of Congress have disclosed 5 HLIO trades since 2020, 0 purchases and 2 sales in the past year; the latest was Josh Gottheimer (D-NJ), selling $1K–15K on Jul 18, 2023.
- HLIO last closed at $66.93 on Oct 30, 2026.
HLIO insider trading
No open-market insider purchases or sales of HLIO were filed in the last 90 days.
Who owns HLIO? Hedge funds and superinvestors
8 13F filers hold HLIO among their 50 largest positions, worth $286.7M combined. The biggest bets by portfolio weight are Sara-Bay Financial (20.3%), Iat Reinsurance Co Ltd. (8.0%) and ACK Asset Management LLC (7.1%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Conestoga Capital Advisors, LLCMutual fund manager | 2.1% | $96.8M | 1,084,345 | -18.2% shares | Q2 2026 |
| Sara-Bay FinancialWealth manager | 20.3% | $77.8M | 1,144,984 | -0.1% shares | Q3 2026 |
| ACK Asset Management LLCHedge fund | 7.1% | $60.8M | 681,000 | -12.7% shares | Q2 2026 |
| Aperture Investors, LLCHedge fund | 2.6% | $24.1M | 270,566 | -11.0% shares | Q2 2026 |
| Iat Reinsurance Co Ltd.Insurance company | 8.0% | $13.4M | 300,000 | +0.0% shares | Q2 2026 |
| Intrinsic Edge Capital Management LLCHedge fund | 1.4% | $11.6M | 130,000 | — | Q2 2026 |
| EntryPoint Capital, LLCHedge fund | 0.4% | $1.6M | 18,303 | -22.4% shares | Q2 2026 |
| Quantedge Capital Pte LtdHedge fund | 0.4% | $589K | 6,600 | -28.3% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 7). Screen HLIO in the grand portfolio →
HLIO stock trades by members of Congress
Members of Congress have disclosed 5 HLIO trades since 2020, 0 purchases and 2 sales in the past year; the latest was Josh Gottheimer (D-NJ), selling $1K–15K on Jul 18, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 21, 2023 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Jul 18, 2023 | +3.7% |
| Jul 11, 2023 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Jun 12, 2023 | +6.2% |
| Dec 13, 2021 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Nov 3, 2021 | -25.5% |
| Nov 5, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Oct 29, 2020 | +60.1% |
| Jul 17, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Jun 30, 2020 | +79.7% |
2 members have traded HLIO: Josh Gottheimer, Gilbert Ray Cisneros, Jr..
HLIO questions and answers
Are insiders buying HLIO stock?
No open-market insider purchases or sales of HLIO were filed in the last 90 days.
Which hedge funds own HLIO?
8 13F filers hold HLIO among their 50 largest positions, worth $286.7M combined. The biggest bets by portfolio weight are Sara-Bay Financial (20.3%), Iat Reinsurance Co Ltd. (8.0%) and ACK Asset Management LLC (7.1%).
Has Congress traded HLIO?
Members of Congress have disclosed 5 HLIO trades since 2020, 0 purchases and 2 sales in the past year; the latest was Josh Gottheimer (D-NJ), selling $1K–15K on Jul 18, 2023.
Who is the largest holder of HLIO?
Among 13F filers, Conestoga Capital Advisors, LLC reports the largest HLIO position, $96.8M (1,084,345 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sara-Bay Financial's: 20.3% of its portfolio.
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