ISTHMUS PARTNERS, LLC HLIO — HELIOS TECHNOLOGIES INC

Ownership history in ISTHMUS PARTNERS, LLC  ·  22 quarters on record

AI Ownership Summary

ISTHMUS PARTNERS, LLC reported HELIOS TECHNOLOGIES INC (HLIO) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.78% in 2024 Q2. The latest visible filing shows HLIO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ISTHMUS PARTNERS, LLC's position in HELIOS TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HLIO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLIO stock page ISTHMUS PARTNERS, LLC fund profile ISTHMUS PARTNERS, LLC full holdings
How ISTHMUS PARTNERS, LLC held HLIO — position size vs. price
% of Fund (quarterly)    HLIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,668 -61,001 -95.8% 0.02% $238K 2026-07-20 $81.08
2024 Q2 ADDED — — — 63,669 +670 +1.1% 0.78% $12.2M 2024-08-06 $43.45
2024 Q1 ADDED — — — 62,999 +24,773 +64.8% 0.32% $2.8M 2024-05-08 $47.52
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HLIO

As of 2026 Q2 — sorted by position size

Sara-Bay Financial 3Y 27.26% WASATCH ADVISORS LP 3Y 7Y 0.39% GHP Investment Advisors, Inc. 3Y 7Y 0.15% Legacy Wealth Asset Management, LLC 3Y 0.08% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.07% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.06% JACKSON SQUARE CAPITAL, LLC 3Y 0.04% Triumph Capital Management 3Y 0.01% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About ISTHMUS PARTNERS, LLC and HLIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ISTHMUS PARTNERS, LLC reported owning HLIO?

ISTHMUS PARTNERS, LLC reported HLIO across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported HLIO position in ISTHMUS PARTNERS, LLC's portfolio?

The largest reported portfolio weight for HLIO was 0.78% in 2024 Q2.

What is the latest reported HLIO position on this page?

The most recent filing on this page is 2026 Q2, when ISTHMUS PARTNERS, LLC reported 2,668 shares, equal to 0.02% of portfolio, with an estimated market value of $238K.

What does the chart on this HLIO ownership page compare?

The chart compares ISTHMUS PARTNERS, LLC's quarterly HLIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ISTHMUS PARTNERS, LLC time their HLIO position?

Based on 13F filing dates vs. subsequent HLIO price moves, ISTHMUS PARTNERS, LLC correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on HLIO relative to SPY over the holding period was -11.2%.

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