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The company

Helios Technologies, Inc.

HLIO · NYSE

IndustrialsMachineryNot moving yet

HLIO stood above a rising 150-day average in 43 of the last 52 weekly readings, and has been out of that trend for the last 9 weeks. It is 11.8% below that average now. Machinery: 24% of its 142 stocks in an uptrend (−7 points in four weeks); Industrials: 27% (−4 points in four weeks).

SEC filings

Statistics

Last close, 23 Oct 2026: 66.16 −0.65%
52-week range: —
Volume: 0.33M
Average volume (50 days): —
Relative volume: —
Rotation: Not moving yet
Weeks in an uptrend: out for 9
Industry in uptrend: 24% -8 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $2.4M
Officials’ trades on record: 5
Institutions holding: 267 (+32)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 43 of 52 weeks.

24 Apr – 23 Oct

Machinery: A minority of its stocks are in an uptrend and the share has been slipping. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Price and volume

Daily bars to 23 Oct 2026: 29 sessions (1Y reaches back before the first session held here, 11 Sep 2026, so this is all of them). 1D is the last two sessions and 1W the last week of the same daily bars; nothing here is intraday.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

5 disclosed lines: House 5, Senate 0, executive 0; 2 people.

Who	Did	Amount	Traded
Josh Gottheimer House: U.S. House ClerkNJ05	soldjoint	$1k–$15k	18 Jul 2023filed 21 Aug 2023
Josh Gottheimer House: U.S. House ClerkNJ05	soldjoint	$1k–$15k	12 Jun 2023filed 11 Jul 2023
Josh Gottheimer House: U.S. House ClerkNJ05	sold	$1k–$15k	3 Nov 2021filed 13 Dec 2021
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39	bought	$1k–$15k	29 Oct 2020filed 5 Nov 2020
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39	bought	$1k–$15k	30 Jun 2020filed 17 Jul 2020

Insiders

Buy orders, 12 months0

Sale orders, 12 months5

Buyers · sellers0 · 2

Who	Did	Shares	Traded
Matteo ArduiniPresident of Hydraulics, FCT	sold	6,027at $90.42	23 Jun 2026filed 24 Jun 2026
Matteo ArduiniPresident of Hydraulics, FCT	sold	4,000at $89.93	22 Jun 2026filed 24 Jun 2026
Matteo ArduiniPresident of Hydraulics, FCT	sold	3,000at $76.48	15 May 2026filed 19 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders267+32 on the quarter

New · exited57 · 24

Reported value$2.7B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	2,592,872$231.4M	+149,916+6.1%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	1,641,106$146.5M	+135,810+9.0%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 2026	1,549,341$138.3M	-69,371−4.3%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	1,462,106$130.5M	-15,243−1.0%
Sara-Bay Financialreduced · filed 17 Jul 2026	1,146,658$102.3M	-7,238−0.6%
Conestoga Capital Advisors, LLCreduced · filed 24 Jul 2026	1,084,345$96.8M	-240,861−18.2%
Invesco Ltd.added · filed 14 Aug 2026	1,083,038$96.7M	+863,860+394.1%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	979,448$87.4M	+142,617+17.0%
JENNISON ASSOCIATES LLCreduced · filed 3 Aug 2026	977,554$87.2M	-58,423−5.6%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 2026	887,417$79.2M	-419,256−32.1%