HLIO - Helios Technologies, Inc.

NYSE - NYSE Delayed price. Currency in USD
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
1.59%% of shares held by all insiders
93.80%% of shares held by institutions
95.32%% of float held by institutions
235Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Wasatch Advisors LP4,304,19930 Mar 202313.18%268,538,972
Vanguard Group, Inc. (The)3,109,01130 Mar 20239.52%193,971,194
T. Rowe Price Investment Management, Inc.3,103,33430 Mar 20239.51%193,617,006
Brown Capital Management, LLC2,976,56130 Mar 20239.12%185,707,638
Blackrock Inc.2,062,22230 Mar 20236.32%128,662,029
Conestoga Capital Advisors, LLC1,567,23030 Mar 20234.80%97,779,478
Thrivent Financial For Lutherans1,105,28930 Mar 20233.39%68,958,980
Dimensional Fund Advisors LP1,094,87830 Mar 20233.35%68,309,437
Sara-Bay Financial1,007,69230 Mar 20233.09%62,869,903
Wellington Management Group, LLP710,55630 Mar 20232.18%44,331,588

Top mutual fund holders

HolderSharesDate reported% outValue
Brown Capital Management Small Company Fund1,743,93330 Dec 20225.34%108,803,978
Conestoga Small Cap Fund1,068,18330 Dec 20223.27%66,643,936
Vanguard Total Stock Market Index Fund989,15030 Dec 20223.03%61,713,067
Price (T.Rowe) Small-Cap Value Fund966,79730 Dec 20222.96%60,318,464
Wasatch Core Growth Fund948,09930 Dec 20222.91%59,151,896
Wasatch Small Cap Growth Fund893,49630 Dec 20222.74%55,745,214
Vanguard Small-Cap Index Fund838,75030 Dec 20222.57%52,329,611
iShares Russell 2000 ETF713,29427 Feb 20232.19%44,502,412
Price (T.Rowe) Small Cap Stock Fund630,84830 Dec 20221.93%39,358,606
Thrivent Small Cap Stock Fund587,55530 Jan 20231.80%36,657,556