HLIOHelios Technologies, Inc.

CSNew York Stock Exchange (XNYS)·USD

Identity

Security key: 16545
Ticker: HLIO
Type: CS — Common Stock
Exchange: New York Stock Exchange(XNYS)
Venue group: NYSE
Operating MIC: XNYS
Market: stocks
Locale: us
Currency: USD
Listed: 1997-01-09
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: HLIO

Detail

Enriched 2026-08-14 20:47

Market cap: $2,663,065,633.14
Shares outstanding (class): 33,046,358
Shares outstanding (weighted): 32,950,577
SIC: 3490 MISCELLANEOUS FABRICATED METAL PRODUCTS
Employees: 2,300
Location: SARASOTA, FL
Homepage: https://www.heliostechnologies.com
Description: Helios Technologies Inc is an industrial technology company that develops, manufactures, and markets solutions for the hydraulics and electronics markets. It operates under two business segments: Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic components and systems used to transmit power and control force, speed, and motion. There are two categories based on Hydraulic system architecture: MCT and FCT. The Electronics segment provides complete, fully-tailored display and control solutions for engines, engine-driven equipment, specialty vehicles, therapy baths, and traditional and swim spas. The company generates the majority of its revenue from the Hydraulics segment. Geographically, the company generates key revenue from the Americas region.

Market cap and share counts drift.

Funds holding this security

140 funds · 141 positions · $601.53M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$69.43M	0.00%	1,072,874 NS	FIGI
CONESTOGA SMALL CAP FUND Conestoga Funds	—	$56.00M	2.49%	865,324 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$52.59M	0.07%	812,686 NS	FIGI
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS	VB	$49.36M	0.03%	762,818 NS	FIGI
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust	—	$31.98M	0.35%	494,153 NS	FIGI
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS	VBR	$31.47M	0.05%	486,382 NS	FIGI
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc.	—	$27.92M	0.88%	431,515 NS	FIGI
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC.	—	$26.79M	0.29%	414,031 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$23.88M	0.03%	369,066 NS	FIGI
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND	—	$21.72M	1.87%	335,600 NS	FIGI
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST	—	$20.08M	1.52%	310,285 NS	FIGI
iShares Russell 2000 Value ETF iShares Trust	IWN	$18.43M	0.15%	284,767 NS	FIGI
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc.	—	$13.54M	1.52%	209,264 NS	FIGI
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS	—	$12.21M	1.30%	188,621 NS	FIGI
Nomura VIP Small Cap Value Series Delaware VIP Trust	—	$11.50M	0.66%	177,640 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERHLIO
FIGI_COMPOSITEBBG000HL4L03
FIGI_SHARE_CLASSBBG001S99DF3
CIK0001024795
ISINUS42328H1095
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Industrials
Industry: Machinery
Source: LLMunreviewed
Self-reported confidence: 0.9
Model: deepseek
Rationale: Helios Technologies manufactures hydraulic and electronic control systems, which are industrial machinery components.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.