SCHEDULE: Conestoga Capital Advisors Discloses 5.02% Stake in Helios Technologies

Conestoga Capital Advisors has reported a 5.02% beneficial ownership stake in Helios Technologies, Inc. common stock as of December 31, 2025.

Summary

• Conestoga Capital Advisors, a Delaware-based investment adviser, has filed a Schedule 13G regarding its beneficial ownership in HELIOS TECHNOLOGIES, INC.
• The filing discloses beneficial ownership of 1,662,124 shares of Common Stock in HELIOS TECHNOLOGIES, INC.
• This ownership represents 5.02% of the issuer's class of securities.
• Conestoga Capital Advisors holds sole voting power and sole dispositive power over 1,552,063 shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: This filing is a factual disclosure of beneficial ownership and does not contain performance data or forward-looking statements from the issuer to assess sentiment beyond the fact of institutional investment.

Positives

• Conestoga Capital Advisors, an investment adviser, has taken a significant 5.02% stake in Helios Technologies, potentially signaling institutional confidence in the company.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders may view the significant stake taken by an investment advisor as a positive signal of institutional interest and confidence in Helios Technologies.

Key Dates

Keywords

Helios Technologies, Conestoga Capital Advisors, Schedule 13G, Beneficial Ownership, Common Stock, Investment Advisor, Institutional Ownership, 42328H109