HLIO — HELIOS TECHNOLOGIES INC

Ownership history in INCEPTIONR LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in HELIOS TECHNOLOGIES INC (HLIO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2024 Q2)
Avg. % of fund
0.07%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,172 -2,139 -33.9% 0.05% $217K $51.96
2024 Q2 INITIATED 6,311 — — 0.09% $301K —
% of Fund (quarterly)    HLIO price (monthly, adj. close)

Other funds also holding HLIO

As of 2025 Q4 — sorted by position size

Sara-Bay Financial 3Y 19.55% ACK Asset Management LLC 3Y 7Y 5.24% Conestoga Capital Advisors, LLC 3Y 7Y 1.4% SG Capital Management LLC 3Y 7Y 1.01% Advantage Alpha Capital Partners LP 3Y 0.83% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.52% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.4% EntryPoint Capital, LLC 0.36% Ceredex Value Advisors LLC 3Y 7Y 0.31% Granite Investment Partners, LLC 3Y 7Y 0.27%
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