Explore more topics
Public ownership evidence

Helios Technologies, Inc. (HLIO) Ownership Disclosures

Read HLIO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-09-292026-09-25Sacchi DianaA638Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-25 and its public availability date is 2026-09-29. Subtracting those calendar dates gives 4 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-407477 ↗SEC 0001193125-26-407385 ↗SEC 0001193125-26-407339 ↗

Recent Form 4 activity

Show the table · 6 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-09-292026-09-25Sacchi DianaA638Not reported
2026-09-292026-09-25Schuetz AlexanderA601Not reported
2026-09-292026-09-25Chenanda CaryA601Not reported
2026-09-292026-09-25Britt DouglasA638Not reported
2026-09-292026-09-25Brown Laura DA951Not reported
2026-09-292026-09-25Walsh Ian K.A565Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2627,000$1,747,170None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2630,000$2,677,500None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2538,750$3,458,438None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-253,458,438$38,750,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,706$241,511None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-188,688$775,404None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18480$42,840None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1555,819$4,981,846None
SEI INVESTMENTS CO2026-06-302026-08-1590,707$8,095,600None
SEI INVESTMENTS CO2026-06-302026-08-158,402$749,850None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1568$6,079None
JPL Wealth Management, LLC2026-06-302026-08-153$268None
Marex Group Ltd2026-06-302026-08-154,500$401,625None
Basecamp Wealth Advisors LLC2026-06-302026-08-15635$56,674None
Quarry LP2026-06-302026-08-1533$2,945None
Integrated Quantitative Investments LLC2026-06-302026-08-1510,910$973,718None
Ameritas Advisory Services, LLC2026-06-302026-08-157,048$629,034None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-15779,227$69,547,000None
XTX Topco Ltd2026-06-302026-08-1534,170$3,049,673None
Aquatic Capital Management LLC2026-06-302026-08-1520,083$1,792,408None
SYON CAPITAL LLC2026-06-302026-08-152,469$220,358None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15407,860$36,401,505None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15407,860$36,401,505None
ExodusPoint Capital Management, LP2026-06-302026-08-1513,011$1,161,232None
Qube Research & Technologies Ltd2026-06-302026-08-1564,251$5,734,402None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521$1,874None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,539$226,791None
Schonfeld Strategic Advisors LLC2026-06-302026-08-1520,436$1,823,912None
Squarepoint Ops LLC2026-06-302026-08-1536,983$3,300,733None
Trexquant Investment LP2026-06-302026-08-1572,014$6,427,250None
MetLife Investment Management, LLC2026-06-302026-08-15283,541$25,306,034None
Engineers Gate Manager LP2026-06-302026-08-1531,240$2,788,170None
JANE STREET GROUP, LLC2026-06-302026-08-1567,391$6,014,647None
JANE STREET GROUP, LLC2026-06-302026-08-15115,241$10,285,259None
JANE STREET GROUP, LLC2026-06-302026-08-156,700$597,975Call
Legal & General Group Plc2026-06-302026-08-1517,214$1,536,350None
Legal & General Group Plc2026-06-302026-08-156,507$580,750None
Legal & General Group Plc2026-06-302026-08-153,240$289,170None
DRW Securities, LLC2026-06-302026-08-152,517$224,642None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1581,300$7,256,025Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15181,107$16,163,800None
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC2026-06-302026-08-1524,922$2,224,289None
Bridgefront Capital, LLC2026-06-302026-08-154,893$436,700None
Gotham Asset Management, LLC2026-06-302026-08-159,873$881,165None
Bridgewater Associates, LP2026-06-302026-08-1510,166$907,316None
Atom Investors LP2026-06-302026-08-1520,091$1,793,122None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-1531,260$2,789,955None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-15165,273$14,750,615None
Balyasny Asset Management L.P.2026-06-302026-08-1517,621$1,572,674None
Thrivent Financial for Lutherans2026-06-302026-08-15676,949$60,418,000None

90-day public filing window, up to 50 source positions.

VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗CAPSTONE INVESTMENT ADVISORS, LLC ↗PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO ↗DARK FOREST CAPITAL MANAGEMENT LP ↗SEI INVESTMENTS CO ↗SEI INVESTMENTS CO ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.