SCHEDULE 13G/A: Wasatch Advisors LP Updates Passive Stake in Helios Technologies to 2.7%

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.

Summary

• Wasatch Advisors LP, a Delaware-based investment adviser, reported beneficial ownership of 911,306 shares of Common Stock in Helios Technologies, Inc.
• This represents 2.7% of the class of securities, falling below the 5% threshold for active reporting.
• The filing is an Amendment No. 9 to Schedule 13G, indicating an update to a previously reported passive ownership position.
• Wasatch Advisors LP holds sole voting power over 706,691 shares and sole dispositive power over 911,306 shares.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: Neutral. This is a routine passive ownership disclosure (Schedule 13G) and does not contain information that would typically influence sentiment positively or negatively regarding the issuer's performance or prospects. It merely updates an investor's stake.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of a passive ownership stake by an institutional investor and does not provide broader industry context or trends.

Key Dates

Keywords

Helios Technologies, Wasatch Advisors, Schedule 13G, Common Stock, Beneficial Ownership, Investment Adviser, Passive Investment, SEC Filing