헬리오스 테크놀로지스, Inc.
US ˙ NYSE ˙ US42328H1095

SecurityHLIO / Helios Technologies, Inc.
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership33,186 shares
Latest Disclosed Value $ 1,775,119
Alliancebernstein L.p. reports 9.94% decrease in ownership of HLIO / Helios Technologies, Inc.

On May 15, 2026 - Alliancebernstein L.p. filed a 13F-HR form disclosing ownership of 33,186 shares of Helios Technologies, Inc. (US:HLIO) valued at $2,147,466 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 36,850 shares of Helios Technologies, Inc.. This represents a change in shares of -9.94% during the quarter. The current value of the position is $2,852,005 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 33,186 -3,664 -9.94 1,775 -9.94 0.0006
2026-02-17 2025-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 36,850 0 0.00 1,971 2.66 0.0006
2025-11-14 2025-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 36,850 0 0.00 1,921 56.22 0.0006
2025-08-14 2025-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 36,850 0 0.00 1,230 3.98 0.0004
2025-05-15 2025-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 36,850 -42 -0.11 1,183 -28.19 0.0004
2025-02-12 2024-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 36,892 42 0.11 1,647 -6.32 0.0006
2024-11-14 2024-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 36,850 0 0.00 1,758 -0.11 0.0006
2024-08-14 2024-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 36,850 0 0.00 1,760 6.87 0.0006
2024-05-14 2024-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 36,850 0 0.00 1,647 -1.50 0.0006
2024-02-14 2023-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 36,850 -1,220 -3.20 1,671 -20.88 0.0006
2023-11-14 2023-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 38,070 0 0.00 2,112 -16.06 0.0009
2023-08-15 2023-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 38,070 4 0.01 2,516 1.08 0.0010
2023-05-15 2023-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 38,066 0 0.00 2,490 20.13 0.0011
2023-02-15 2022-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 38,066 0 0.00 2,072 7.58 0.0009
2022-11-15 2022-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 38,066 0 0.00 1,926 -23.63 0.0009
2022-08-15 2022-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 38,066 0 0.00 2,522 -17.45 0.0012
2022-05-13 2022-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 38,066 200 0.53 3,055 -23.28 0.0012
2022-02-14 2021-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 37,866 -300 -0.79 3,982 27.06 0.0014
2021-11-10 2021-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 38,166 -3,648 -8.72 3,134 -3.98 0.0012
2021-07-30 2021-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 41,814 3,648 9.56 3,264 17.37 0.0013
2021-05-06 2021-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 38,166 600 1.60 2,781 38.91 0.0012
2021-02-08 2020-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 37,566 0 0.00 2,002 46.45 0.0009
2020-11-12 2020-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 37,566 -850 -2.21 1,367 -4.47 0.0007
2020-08-13 2020-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 38,416 0 0.00 1,431 -1.78 0.0008
2020-05-14 2020-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 38,416 -100 -0.26 1,457 -18.19 0.0010
2020-02-18 2019-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 38,516 600 1.58 1,781 15.80 0.0010
2019-11-14 2019-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 37,916 0 0.00 1,538 -12.61 0.0010
2019-08-14 2019-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 37,916 7,600 25.07 1,760 24.82 0.0011
2019-05-14 2019-03-31 13F SUN HYDRAULICS COM 866942105 30,316 0 0.00 1,410 40.16 0.0009
2019-02-13 2018-12-31 13F SUN HYDRAULICS COM 866942105 30,316 0 0.00 1,006 -39.43 0.0007
2018-11-08 2018-09-30 13F SUN HYDRAULICS COM 866942105 30,316 0 0.00 1,661 13.69 0.0011
2018-08-13 2018-06-30 13F SUN HYDRAULICS COM 866942105 30,316 -540 -1.75 1,461 -11.62 0.0010
2018-05-14 2018-03-31 13F SUN HYDRAULICS COM 866942105 30,856 0 0.00 1,653 -17.18 0.0012
2018-02-13 2017-12-31 13F SUN HYDRAULICS COM 866942105 30,856 0 0.00 1,996 19.81 0.0014
2017-11-13 2017-09-30 13F SUN HYDRAULICS COM 866942105 30,856 0 0.00 1,666 26.50 0.0012
2017-08-10 2017-06-30 13F SUN HYDRAULICS COM 866942105 30,856 -2,400 -7.22 1,317 9.66 0.0010
2017-05-11 2017-03-31 13F SUN HYDRAULICS COM 866942105 33,256 0 0.00 1,201 -9.63 0.0010
2017-02-13 2016-12-31 13F SUN HYDRAULICS COM 866942105 33,256 0 0.00 1,329 23.86 0.0011
2016-11-10 2016-09-30 13F SUN HYDRAULICS COM 866942105 33,256 -1,100 -3.20 1,073 5.20 0.0009
2016-08-11 2016-06-30 13F SUN HYDRAULICS COM 866942105 34,356 0 0.00 1,020 -10.53 0.0009
2016-05-13 2016-03-31 13F SUN HYDRAULICS COM 866942105 34,356 0 0.00 1,140 4.59 0.0010
2016-02-16 2015-12-31 13F/A-1 SUN HYDRAULICS COM 866942105 34,356 -650 -1.86 1,090 13.31 0.0009
2016-02-12 2015-12-31 13F SUN HYDRAULICS COM 866942105 34,356 944
2015-11-13 2015-09-30 13F SUN HYDRAULICS COM 866942105 35,006 -60 -0.17 962 -27.99 0.0008
2015-08-14 2015-06-30 13F SUN HYDRAULICS COM 866942105 35,066 0 0.00 1,336 -7.86 0.0011
2015-05-13 2015-03-31 13F SUN HYDRAULICS COM 866942105 35,066 -500 -1.41 1,450 3.50 0.0012
2015-02-13 2014-12-31 13F SUN HYDRAULICS COM 866942105 35,566 -2,200 -5.83 1,401 -1.34 0.0012
2014-11-13 2014-09-30 13F SUN HYDRAULICS COM 866942105 37,766 -516 -1.35 1,420 -8.62 0.0012
2014-08-13 2014-06-30 13F SUN HYDRAULICS COM 866942105 38,282 -700 -1.80 1,554 -7.94 0.0013
2014-05-13 2014-03-31 13F SUN HYDRAULICS COM 866942105 38,982 32 0.08 1,688 6.16 0.0015
2014-02-13 2013-12-31 13F SUN HYDRAULICS COM 866942105 38,950 23 0.06 1,590 12.69 0.0014
2013-11-14 2013-09-30 13F SUN HYDRAULICS COM 866942105 38,927 -441 -1.12 1,411 14.62 0.0014
2013-08-13 2013-06-30 13F SUN HYDRAULICS COM 866942105 39,368 39,368 1,231 0.0013
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.