Helios Technologies, INC Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
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Vanguard Portfolio Management has reported a beneficial ownership stake of 5.01% in Helios Technologies Inc., as of June 30, 2026.
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Wellington Management Group LLP and its affiliates have reported beneficial ownership of 3.9% of Helios Technologies, Inc. common stock as of March 31, 2026.
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Vanguard Capital Management reports beneficial ownership of over 1.7 million shares, representing 5.2% of Helios Technologies' common stock.
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The Vanguard Group has reported 0% beneficial ownership in Helios Technologies Inc. following an internal realignment, with subsidiaries now reporting separately.
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Wellington Management Group LLP and its affiliates have reported a 6.0% beneficial ownership stake in Helios Technologies, Inc. common stock.
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Conestoga Capital Advisors has reported a 5.02% beneficial ownership stake in Helios Technologies, Inc. common stock as of December 31, 2025.
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Wasatch Advisors LP has filed an Amendment No. 9 to Schedule 13G, disclosing a 2.7% passive beneficial ownership stake in Helios Technologies, Inc. as of May 30, 2025.
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Brown Capital Management, LLC has filed an amended Schedule 13G, reporting a 4.6% beneficial ownership stake in Helios Technologies, Inc. as of December 31, 2024.
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Wasatch Advisors LP has filed an amended Schedule 13G, reporting a 10.2% beneficial ownership stake in Helios Technologies, Inc. as of March 31, 2025, held for investment purposes.
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Brown Capital Management, LLC has filed an amended Schedule 13G, reporting a 4.6% beneficial ownership stake in Helios Technologies, Inc. as of December 31, 2024.
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Wellington Management Group LLP and its affiliates have filed an amended Schedule 13G, disclosing a 4.4% beneficial ownership stake in Helios Technologies, Inc. as of December 31, 2024.
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Conestoga Capital Advisors has filed an amended Schedule 13G, reporting a 6.44% beneficial ownership stake in Helios Technologies, Inc. as of December 31, 2024.
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SCHEDULE 13G/A: Vanguard Group Discloses 10.01% Stake in Helios Technologies
The Vanguard Group has filed an amended Schedule 13G, reporting a 10.01% beneficial ownership stake in Helios Technologies Inc. as of December 31, 2024.