J. Derek Lewis & Associates Inc. HYLN HYLIION HOLDINGS CORP

Ownership history in J. Derek Lewis & Associates Inc.  ·  3 quarters on record

AI Ownership Summary

J. Derek Lewis & Associates Inc. reported HYLIION HOLDINGS CORP (HYLN) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.82% in 2026 Q2. The latest visible filing shows HYLN at 0.82% 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.

What this HYLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Derek Lewis & Associates Inc.'s position in HYLIION HOLDINGS CORP, 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

HYLN was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 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.

How J. Derek Lewis & Associates Inc. held HYLN — position size vs. price
% of Fund (quarterly)    HYLN 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 833,400 -28,500 -3.3% 0.82% $4.3M 2026-07-31 $3.56
2026 Q1 UNCHANGED 861,900 0% 0.37% $1.6M 2026-05-21 $4.20
2025 Q4 INITIATED 861,900 0.37% $1.6M 2026-03-23 $1.90

FAQ About J. Derek Lewis & Associates Inc. and HYLN

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

How long has J. Derek Lewis & Associates Inc. reported owning HYLN?

J. Derek Lewis & Associates Inc. reported HYLN across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported HYLN position in J. Derek Lewis & Associates Inc.'s portfolio?

The largest reported portfolio weight for HYLN was 0.82% in 2026 Q2.

What is the latest reported HYLN position on this page?

The most recent filing on this page is 2026 Q2, when J. Derek Lewis & Associates Inc. reported 833,400 shares, equal to 0.82% of portfolio, with an estimated market value of $4.3M.

What does the chart on this HYLN ownership page compare?

The chart compares J. Derek Lewis & Associates Inc.'s quarterly HYLN 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.

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