Helios Technologies, Inc.
DE ˙ DB ˙ US42328H1095
73,00 € ↑0,50 (0,69%)
2026-06-05
DEL PRIS
SecurityDE:SH7 / Helios Technologies, Inc.
InstitutionGoldman Sachs Group Inc
Latest Disclosed Ownership449,101 shares
Latest Disclosed Value $ 29,061,331
Goldman Sachs Group Inc reports 40.25% increase in ownership of SH7 / Helios Technologies, Inc.

On May 15, 2026 - Goldman Sachs Group Inc filed a 13F-HR form disclosing ownership of 449,101 shares of Helios Technologies, Inc. (DE:SH7) valued at $24,251,454 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 320,220 shares of Helios Technologies, Inc.. This represents a change in shares of 40.25% during the quarter. The current value of the position is $32,784,373 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 CMN 42328H109 449,101 128,881 40.25 29,061 69.67 0.0008
2026-02-10 2025-12-31 13F HELIOS TECHNOLOGIES CMN 42328H109 320,220 -55,302 -14.73 17,129 -12.50 0.0021
2025-11-14 2025-09-30 13F HELIOS TECHNOLOGIES CMN 42328H109 375,522 84,130 28.87 19,576 101.33 0.0024
2025-08-14 2025-06-30 13F HELIOS TECHNOLOGIES CMN 42328H109 291,392 147,582 102.62 9,724 110.73 0.0013
2025-06-27 2025-03-31 13F/A-2 HELIOS TECHNOLOGIES CMN 42328H109 143,810 17,914 14.23 4,615 -17.89 0.0007
2025-05-16 2025-03-31 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 143,810 17,914 4,615 0.0007
2025-05-09 2025-03-31 13F HELIOS TECHNOLOGIES CMN 42328H109 143,810 17,914 4,615 0.0001
2025-02-11 2024-12-31 13F HELIOS TECHNOLOGIES CMN 42328H109 125,896 4,331 3.56 5,620 -3.09 0.0009
2024-11-14 2024-09-30 13F HELIOS TECHNOLOGIES CMN 42328H109 121,565 14,858 13.92 5,799 13.80 0.0009
2024-08-13 2024-06-30 13F HELIOS TECHNOLOGIES CMN 42328H109 106,707 13,394 14.35 5,095 22.18 0.0009
2024-05-15 2024-03-31 13F HELIOS TECHNOLOGIES CMN 42328H109 93,313 65,558 236.20 4,170 231.48 0.0007
2024-05-14 2023-12-31 13F/A-2 HELIOS TECHNOLOGIES CMN 42328H109 27,755 -898 -3.13 1,259 -20.83 0.0002
2024-03-01 2023-12-31 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 27,755 -898 1,259 0.0001
2024-02-13 2023-12-31 13F HELIOS TECHNOLOGIES CMN 42328H109 27,755 -898 1,259 0.0001
2024-05-15 2023-09-30 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 28,653 -10,942 -27.63 1,590 -39.26 0.0003
2023-11-14 2023-09-30 13F HELIOS TECHNOLOGIES CMN 42328H109 28,653 -10,942 1,590 0.0003
2024-05-14 2023-06-30 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 39,595 6,306 18.94 2,617 20.17 0.0006
2023-08-15 2023-06-30 13F HELIOS TECHNOLOGIES CMN 42328H109 39,595 6,306 2,617 0.0005
2024-05-14 2023-03-31 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 33,289 4,701 16.44 2,177 39.91 0.0005
2023-05-11 2023-03-31 13F HELIOS TECHNOLOGIES CMN 42328H109 33,289 4,701 2,177 0.0005
2024-05-14 2022-12-31 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 28,588 -99,645 -77.71 1,556 25,833.33 0.0004
2023-02-13 2022-12-31 13F HELIOS TECHNOLOGIES CMN 42328H109 28,588 -99,645 1,556 0.0003
2024-05-14 2022-09-30 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 128,233 102,414 396.66 6 500.00 0.0016
2022-11-14 2022-09-30 13F HELIOS TECHNOLOGIES CMN 42328H109 128,233 102,414 6,489 0.0015
2024-05-14 2022-06-30 13F/A-2 HELIOS TECHNOLOGIES CMN 42328H109 25,819 -680 -2.57 2 -99.95 0.0004
2022-08-18 2022-06-30 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 25,819 -680 1,710 0.0004
2022-08-15 2022-06-30 13F HELIOS TECHNOLOGIES CMN 42328H109 25,819 -680 1,710 0.0001
2022-05-16 2022-03-31 13F HELIOS TECHNOLOGIES CMN 42328H109 26,499 -8,598 -24.50 2,127 -42.37 0.0004
2022-02-17 2021-12-31 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 35,097 19,061 118.86 3,691 180.26 0.0007
2022-02-14 2021-12-31 13F HELIOS TECHNOLOGIES CMN 42328H109 35,097 19,061 3,691 0.0002
2022-01-20 2021-09-30 13F/A-1 HELIOS TECHNOLOGIES CMN 42328H109 16,036 -4,252 -20.96 1,317 -16.80 0.0003
2021-11-10 2021-09-30 13F HELIOS TECHNOLOGIES CMN 42328H109 16,036 -4,252 1,317 0.0001
2021-08-13 2021-06-30 13F HELIOS TECHNOLOGIES CMN 42328H109 20,288 3,870 23.57 1,583 32.36 0.0004
2021-05-17 2021-03-31 13F HELIOS TECHNOLOGIES CMN 42328H109 16,418 -48,145 -74.57 1,196 -65.23 0.0003
2021-02-12 2020-12-31 13F HELIOS TECHNOLOGIES CMN 42328H109 64,563 28,573 79.39 3,440 162.60 0.0009
2020-11-13 2020-09-30 13F HELIOS TECHNOLOGIES CMN 42328H109 35,990 -4,097 -10.22 1,310 -12.32 0.0004
2020-08-12 2020-06-30 13F HELIOS TECHNOLOGIES CMN 42328H109 40,087 -30,959 -43.58 1,494 -44.54 0.0005
2020-05-15 2020-03-31 13F HELIOS TECHNOLOGIES CMN 42328H109 71,046 18,749 35.85 2,694 11.46 0.0009
2020-02-14 2019-12-31 13F HELIOS TECHNOLOGIES CMN 42328H109 52,297 34,254 189.85 2,417 230.19 0.0006
2019-11-14 2019-09-30 13F HELIOS TECHNOLOGIES CMN 42328H109 18,043 -11,863 -39.67 732 -47.26 0.0002
2019-08-14 2019-06-30 13F HELIOS TECHNOLOGIES CMN 42328H109 29,906 -8,234 -21.59 1,388 -21.76 0.0004
2019-05-15 2019-03-31 13F SUN HYDRAULICS CMN 866942105 38,140 -1,073 -2.74 1,774 36.36 0.0005
2019-02-14 2018-12-31 13F SUN HYDRAULICS CMN 866942105 39,213 1,631 4.34 1,301 -36.81 0.0004
2018-11-14 2018-09-30 13F SUN HYDRAULICS CMN 866942105 37,582 2,379 6.76 2,059 21.33 0.0005
2018-08-14 2018-06-30 13F SUN HYDRAULICS CMN 866942105 35,203 2,619 8.04 1,697 -2.75 0.0005
2018-05-15 2018-03-31 13F SUN HYDRAULICS CMN 866942105 32,584 -13,139 -28.74 1,745 -41.01 0.0004
2018-02-14 2017-12-31 13F SUN HYDRAULICS CMN 866942105 45,723 17,060 59.52 2,958 91.09 0.0007
2017-11-14 2017-09-30 13F SUN HYDRAULICS CMN 866942105 28,663 5,053 21.40 1,548 53.57 0.0004
2017-08-14 2017-06-30 13F SUN HYDRAULICS CMN 866942105 23,610 571 2.48 1,008 21.15 0.0003
2017-05-18 2017-03-31 13F/A-1 SUN HYDRAULICS CMN 866942105 23,039 -8,936 -27.95 832 -34.90 0.0002
2017-05-15 2017-03-31 13F SUN HYDRAULICS CMN 866942105 23,039 832
2017-02-14 2016-12-31 13F SUN HYDRAULICS CMN 866942105 31,975 -1,437 -4.30 1,278 18.55 0.0004
2016-11-14 2016-09-30 13F SUN HYDRAULICS CMN 866942105 33,412 7,042 26.70 1,078 37.68 0.0003
2016-08-15 2016-06-30 13F SUN HYDRAULICS CMN 866942105 26,370 6,614 33.48 783 19.36 0.0003
2016-05-13 2016-03-31 13F SUN HYDRAULICS CMN 866942105 19,756 10,979 125.09 656 135.97 0.0002
2016-02-16 2015-12-31 13F SUN HYDRAULICS CMN 866942105 8,777 -1,465 -14.30 278 -1.07 0.0001
2015-11-13 2015-09-30 13F SUN HYDRAULICS CMN 866942105 10,242 -919 -8.23 281 -33.88 0.0001
2015-08-14 2015-06-30 13F SUN HYDRAULICS CMN 866942105 11,161 -14,661 -56.78 425 -60.21 0.0001
2015-05-15 2015-03-31 13F SUN HYDRAULICS CMN 866942105 25,822 4,777 22.70 1,068 28.83 0.0003
2015-02-13 2014-12-31 13F SUN HYDRAULICS CMN 866942105 21,045 1,408 7.17 829 12.33 0.0003
2014-11-14 2014-09-30 13F SUN HYDRAULICS CMN 866942105 19,637 -259 -1.30 738 -8.66 0.0002
2014-08-14 2014-06-30 13F SUN HYDRAULICS CMN 866942105 19,896 -2,718 -12.02 808 -17.47 0.0003
2014-05-15 2014-03-31 13F SUN HYDRAULICS CMN 866942105 22,614 -26,798 -54.23 979 -51.46 0.0003
2014-02-14 2013-12-31 13F SUN HYDRAULICS CMN 866942105 49,412 -45,713 -48.06 2,017 -41.54 0.0007
2013-11-14 2013-09-30 13F SUN HYDRAULICS CMN 866942105 95,125 2,863 3.10 3,450 19.54 0.0013
2013-08-14 2013-06-30 13F SUN HYDRAULICS CMN 866942105 92,262 -44,561 -32.57 2,886 -19.11 0.0011
2013-06-14 2012-12-31 13F/A-1 SUN HYDRAULICS CMN 866942105 136,823 21,706 18.86 3,568 16.64 0.0015
2013-06-14 2012-09-30 13F/A-2 SUN HYDRAULICS CMN 866942105 115,117 4,485 4.05 3,059 13.84 0.0012
2013-06-14 2012-06-30 13F/A-2 SUN HYDRAULICS CMN 866942105 110,632 84,679 326.28 2,687 295.73 0.0012
2013-06-14 2012-03-31 13F/A-1 SUN HYDRAULICS CMN 866942105 25,953 25,953 679 0.0003
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.