Helios Technologies, Inc.
DE ˙ DB ˙ US42328H1095
73,00 € ↑0,50 (0,69%)
2026-06-05
DEL PRIS
SecurityDE:SH7 / Helios Technologies, Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership34,253 shares
Latest Disclosed Value $ 2,149,034
Jpmorgan Chase & Co reports 32.02% increase in ownership of SH7 / Helios Technologies, Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 34,253 shares of Helios Technologies, Inc. (DE:SH7) valued at $1,849,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 25,945 shares of Helios Technologies, Inc.. This represents a change in shares of 32.02% during the quarter. The current value of the position is $2,500,469 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)
2026-05-13 2026-03-31 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 34,253 8,308 32.02 2,149 54.94 0.0000
2026-02-11 2025-12-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 25,945 306 1.19 1,388 3.82 0.0001
2025-11-26 2025-09-30 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 25,639 -64,787 -71.65 1,337 -55.72 0.0001
2025-11-07 2025-09-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 25,639 -64,787 1,337 0.0000
2025-08-12 2025-06-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 90,426 53,211 142.98 3,018 152.68 0.0002
2025-05-12 2025-03-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 37,215 -78,327 -67.79 1,194 -76.85 0.0001
2025-02-12 2024-12-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 115,542 56,113 94.42 5,158 81.97 0.0004
2024-12-26 2024-09-30 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 59,429 -18,506 -23.75 2,835 -23.84 0.0002
2024-11-08 2024-09-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 59,429 -18,506 2,835 0.0002
2024-12-26 2024-06-30 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 77,935 -17,505 -18.34 3,721 -12.75 0.0003
2024-08-12 2024-06-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 77,935 -17,505 3,721 0.0003
2024-12-26 2024-03-31 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 95,440 15,138 18.85 4,265 17.14 0.0004
2024-05-10 2024-03-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 95,440 15,138 4,265 0.0004
2024-12-26 2023-12-31 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 80,302 31,564 64.76 3,642 34.70 0.0003
2024-02-12 2023-12-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 80,302 31,564 3,642 0.0003
2023-11-14 2023-09-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 48,738 -7,539 -13.40 2,704 -27.32 0.0003
2023-08-11 2023-06-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 56,277 3,967 7.58 3,719 8.71 0.0004
2023-05-18 2023-03-31 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 52,310 8,056 18.20 3,421 170,950.00 0.0004
2023-05-11 2023-03-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 11,437 -32,817 1,791 0.0000
2023-02-13 2022-12-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 44,254 3,500 8.59 2 -99.90 0.0003
2022-11-14 2022-09-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 40,754 295 0.73 2,062 -23.09 0.0003
2022-08-11 2022-06-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 40,459 2,387 6.27 2,681 -12.27 0.0004
2022-05-11 2022-03-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 38,072 -35,146 -48.00 3,056 -60.31 0.0004
2022-02-11 2021-12-31 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 73,218 40,549 124.12 7,700 186.99 0.0009
2022-02-10 2021-12-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 73,218 40,549 7,700 0.0009
2021-11-12 2021-09-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 32,669 -37,852 -53.67 2,683 -51.24 0.0003
2021-08-12 2021-06-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 70,521 -8,838 -11.14 5,503 -4.83 0.0007
2021-05-12 2021-03-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 79,359 16,679 26.61 5,782 73.11 0.0008
2021-02-19 2020-12-31 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 62,680 39,956 175.83 3,340 298.09 0.0005
2021-02-11 2020-12-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 62,680 39,956 3,340 82.6006
2020-11-12 2020-09-30 13F/A-1 HELIOS TECHNOLOGIES COMMON 42328H109 22,724 12,045 112.79 839 111.34 0.0001
2020-11-12 2020-09-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 22,724 839
2020-08-11 2020-06-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 10,679 -3,490 -24.63 397 -26.21 0.0001
2020-05-12 2020-03-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 14,169 -17,403 -55.12 538 -63.15 0.0001
2020-02-11 2019-12-31 13F HELIOS TECHNOLOGIES COMMON 42328H109 31,572 21,967 228.70 1,460 274.36 0.0003
2019-11-12 2019-09-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 9,605 1,558 19.36 390 7.73 0.0001
2019-08-07 2019-06-30 13F HELIOS TECHNOLOGIES COMMON 42328H109 8,047 1,020 14.52 362 10.70 0.0001
2019-05-07 2019-03-31 13F SUN HYDRAULICS COMMON 866942105 7,027 -2,361 -25.15 327 4.81 0.0001
2019-02-11 2018-12-31 13F SUN HYDRAULICS COMMON 866942105 9,388 266 2.92 312 -37.60 0.0001
2018-11-13 2018-09-30 13F/A-1 SUN HYDRAULICS COMMON 866942105 9,122 817 9.84 500 25.00 0.0001
2018-11-07 2018-09-30 13F SUN HYDRAULICS COMMON 866942105 9,122 817 500
2018-08-14 2018-06-30 13F SUN HYDRAULICS COMMON 866942105 8,305 267 3.32 400 -7.19 0.0001
2018-05-10 2018-03-31 13F SUN HYDRAULICS COMMON 866942105 8,038 623 8.40 431 -10.21 0.0001
2018-02-13 2017-12-31 13F SUN HYDRAULICS COMMON 866942105 7,415 5,215 237.05 480 303.36 0.0001
2017-11-09 2017-09-30 13F SUN HYDRAULICS COMMON 866942105 2,200 0 0.00 119 26.60 0.0000
2017-08-09 2017-06-30 13F SUN HYDRAULICS COMMON 866942105 2,200 -18,421 -89.33 94 -87.37 0.0000
2017-05-10 2017-03-31 13F SUN HYDRAULICS COMMON 866942105 20,621 -12,989 -38.65 744 -44.60 0.0002
2017-02-06 2016-12-31 13F SUN HYDRAULICS COMMON 866942105 33,610 33,310 11,103.33 1,343 13,330.00 0.0003
2016-11-04 2016-09-30 13F SUN HYDRAULICS COMMON 866942105 300 300 -96.54 10 -96.83 0.0000
2014-02-26 2013-12-31 13F/A-1 SUN HYDRAULICS COMMON 866942105 0 -8,683 -100.00 0 -100.00
2013-10-31 2013-09-30 13F SUN HYDRAULICS COMMON 866942105 8,683 -1,639 -15.88 315 -2.48 0.0001
2013-08-13 2013-06-30 13F SUN HYDRAULICS COMMON 866942105 10,322 10,322 323 0.0001
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.