Helios Technologies (HLIO)

Helios Technologies on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as miscellaneous fabricated metal products.

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903K

Short interest

settlement 2026-09-30

2.0

Days to cover

-1.1 days vs prior

54.4%

Short share of volume

2026-10-09

124

Fails to deliver

settlement 2026-08-31

Tue 3 Nov

Next earnings

estimated date

Insider flow, 90 days

0 buys, 0 sells

As of 2026-10-09.

Short interest

FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSON

As of 30 September 2026, short interest in HLIO is 902,630 shares, down 49,006 shares over the last month. Over the last 48 readings it ranged from 549,539 shares (29 November 2024) to 1,438,527 shares (15 August 2025). At the reported average volume of 445K shares a day that is 2.0 days to cover.

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Settlement	Shares short	Change	Avg daily volume	Days to cover
2026-09-30	902,630	-11.4%	445,131	2.03
2026-09-15	1,018,839	+7.1%	324,348	3.14
2026-08-31	951,636	-4.3%	259,554	3.67
2026-08-14	993,860	+4.3%	349,994	2.84
2026-07-31	952,985	+1.8%	276,188	3.45
2026-07-15	936,440	-0.7%	338,353	2.77
2026-06-30	943,018	+5.7%	481,558	1.96
2026-06-15	891,910	-11.3%	357,492	2.49
2026-05-29	1,005,011	+0.7%	385,035	2.61
2026-05-15	998,006	-2.5%	373,997	2.67
2026-04-30	1,024,109	+11.0%	265,350	3.86
2026-04-15	922,778	-7.6%	441,986	2.09
2026-03-31	998,259	+2.3%	387,760	2.57
2026-03-13	975,642	+3.6%	485,439	2.01
2026-02-27	941,913	+8.9%	312,876	3.01
2026-02-13	865,019	-18.8%	308,540	2.80
2026-01-30	1,065,323	-5.9%	363,901	2.93
2026-01-15	1,131,585	+21.3%	323,028	3.50
2025-12-31	932,869	-12.9%	272,816	3.42
2025-12-15	1,070,836	+2.6%	247,485	4.33
2025-11-28	1,043,529	-8.8%	294,238	3.55
2025-11-14	1,144,135	+6.7%	463,903	2.47
2025-10-31	1,072,309	+5.5%	291,298	3.68
2025-10-15	1,016,427	-4.3%	315,887	3.22

Daily short volume

FINRA Reg SHO, the last 30 sessions. JSON

As of 9 October 2026, the short share of HLIO volume is 54.4%, up 30.6 points over the last five sessions. Over the last 30 readings it ranged from 18.1% (16 September 2026) to 54.4% (9 October 2026). The latest reading sits at the top of that range. The latest reading is 21.7 points above the 30-session average of 32.7%, on 138K shares reported.

Date	Short volume	Total volume	Short share	Exempt
2026-10-09	75K	138K	54.4%	0
2026-10-08	33K	122K	27.2%	0
2026-10-07	53K	136K	39.1%	0
2026-10-06	31K	87K	36.1%	1
2026-10-05	22K	59K	36.8%	33
2026-10-02	67K	282K	23.8%	0
2026-10-01	49K	184K	26.4%	0
2026-09-30	50K	249K	19.9%	28
2026-09-29	49K	153K	32.1%	0
2026-09-28	53K	144K	36.6%	172
2026-09-25	45K	147K	30.4%	0
2026-09-24	47K	176K	26.9%	37
2026-09-23	58K	123K	47.1%	2
2026-09-22	32K	129K	24.8%	0
2026-09-21	28K	112K	25.4%	600
2026-09-18	40K	152K	26.2%	0
2026-09-17	41K	117K	35.3%	0
2026-09-16	33K	180K	18.1%	0
2026-09-15	31K	114K	26.9%	0
2026-09-14	32K	106K	30.5%	85
2026-09-11	32K	108K	29.5%	0
2026-09-10	38K	130K	29.1%	83
2026-09-09	33K	114K	28.8%	43
2026-09-08	37K	112K	33.5%	7
2026-09-04	59K	189K	31.1%	15
2026-09-03	58K	164K	35.3%	0
2026-09-02	43K	118K	36.7%	0
2026-09-01	56K	102K	54.2%	0
2026-08-31	31K	77K	40.9%	0
2026-08-28	36K	93K	38.4%	0

Fails to deliver

SEC, the last 30 settlement dates with a fail. JSON

As of 31 August 2026, the fails-to-deliver balance in HLIO is 124 shares, up 71 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (10 June 2026) to 25,399 shares (8 January 2026). The latest reading sits at the bottom of that range.

Settlement	Shares failed	Price	Value
2026-08-31	124	$73.08	$9K
2026-08-19	53	$79.43	$4K
2026-08-12	5	$81.06	$405
2026-08-06	2,625	$82.39	$216K
2026-07-01	281	$89.25	$25K
2026-06-25	10	$89.57	$896
2026-06-23	11	$92.41	$1K
2026-06-15	501	$84.58	$42K
2026-06-10	1	$83.82	$84
2026-05-20	456	$77.94	$36K
2026-05-13	2,049	$77.57	$159K
2026-05-08	105	$67.98	$7K
2026-04-17	80	$66.92	$5K
2026-03-23	97	$63.00	$6K
2026-02-06	288	$70.02	$20K
2026-02-05	10,305	$70.73	$729K
2026-02-02	299	$64.78	$19K
2026-01-28	15	$65.82	$987
2026-01-08	25,399	$57.13	$1.5M
2025-12-30	19	$54.49	$1K
2025-12-15	1,560	$56.80	$89K
2025-11-28	290	$53.98	$16K
2025-11-18	98	$52.27	$5K
2025-10-30	135	$56.86	$8K
2025-10-29	181	$57.54	$10K
2025-10-22	419	$55.63	$23K
2025-10-20	153	$52.98	$8K
2025-10-17	837	$53.15	$44K
2025-10-16	773	$53.69	$42K
2025-10-14	105	$48.60	$5K

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

No open-market insider trades were reported for HLIO in the last 90 days. The most recent filings are listed below. Latest filing: Bagan Sean (President and CEO) on 2026-10-01.

Date	Insider	Title	Type	Shares	Price	Value	Owned after
2026-10-01	Bagan Sean	President and CEO	Tax withholding	304	$68.89	$21K	21K
2026-10-01	Bagan Sean	President and CEO	Option exercise	771	$68.89	$53K	21K
2026-09-18	Walsh Ian K.	Director	Option exercise	697	$69.29	$48K	697
2026-09-18	Sacchi Diana	Director	Option exercise	787	$69.29	$55K	11K
2026-09-18	Schuetz Alexander	Director	Tax withholding	223	$69.29	$15K	19K
2026-09-18	Schuetz Alexander	Director	Option exercise	742	$69.29	$51K	19K
2026-09-18	Chenanda Cary	Director	Option exercise	742	$69.29	$51K	18K
2026-09-18	Brown Laura D	Director	Option exercise	1K	$69.29	$81K	20K
2026-09-18	Britt Douglas	Director	Option exercise	787	$69.29	$55K	30K
2026-09-11	Martich Frederick Joseph	Pres. of Hydraulics, MCT	Tax withholding	294	$70.66	$21K	14K
2026-09-11	Martich Frederick Joseph	Pres. of Hydraulics, MCT	Option exercise	747	$70.66	$53K	14K
2026-09-11	Greenberg Marc A	General Counsel and Secretary	Tax withholding	294	$70.66	$21K	11K
2026-09-11	Greenberg Marc A	General Counsel and Secretary	Option exercise	747	$70.66	$53K	11K
2026-09-11	Evans Jeremy Scott	Chief Financial Officer	Tax withholding	92	$70.66	$7K	1K
2026-09-11	Evans Jeremy Scott	Chief Financial Officer	Option exercise	374	$70.66	$26K	1K
2026-09-11	Bagan Sean	President and CEO	Tax withholding	294	$70.66	$21K	20K
2026-09-11	Bagan Sean	President and CEO	Option exercise	747	$70.66	$53K	21K
2026-09-11	Arduini Matteo	President of Hydraulics, FCT	Option exercise	747	$70.66	$53K	12K
2026-06-23	Arduini Matteo	President of Hydraulics, FCT	Sell	6K	$90.42	$545K	11K
2026-06-23	Arduini Matteo	President of Hydraulics, FCT	Option exercise	4K	$50.60	$202K	17K
2026-06-23	Arduini Matteo	President of Hydraulics, FCT	Option exercise	1K	$55.03	$63K	13K
2026-06-23	Arduini Matteo	President of Hydraulics, FCT	Option exercise	874	$39.75	$35K	12K
2026-06-22	Arduini Matteo	President of Hydraulics, FCT	Sell	4K	$89.93	$360K	11K
2026-06-05	Sacchi Diana	Director	Option exercise	1K	$81.27	$111K	10K
2026-06-05	Schuetz Alexander	Director	Tax withholding	388	$81.27	$32K	18K
2026-06-05	Schuetz Alexander	Director	Option exercise	1K	$81.27	$105K	18K
2026-06-05	Chenanda Cary	Director	Option exercise	1K	$81.27	$105K	17K
2026-06-05	Brown Laura D	Director	Option exercise	2K	$81.27	$166K	19K
2026-06-05	Britt Douglas	Director	Option exercise	1K	$81.27	$111K	30K
2026-05-15	Arduini Matteo	President of Hydraulics, FCT	Sell	3K	$76.48	$229K	15K
2026-04-01	Evans Jeremy Scott	Chief Financial Officer	Tax withholding	68	$68.33	$5K	919
2026-04-01	Evans Jeremy Scott	Chief Financial Officer	Option exercise	278	$68.33	$19K	987
2026-03-13	Sacchi Diana	Director	Option exercise	1K	$64.17	$80K	9K
2026-03-13	Schuetz Alexander	Director	Tax withholding	354	$64.17	$23K	17K
2026-03-13	Schuetz Alexander	Director	Option exercise	1K	$64.17	$76K	17K
2026-03-13	Chenanda Cary	Director	Option exercise	1K	$64.17	$71K	16K
2026-03-13	Brown Laura D	Director	Option exercise	1K	$64.17	$76K	17K
2026-03-13	Britt Douglas	Director	Option exercise	1K	$64.17	$80K	28K
2026-03-05	Bagan Sean	President and CEO	Grant	4K	$67.61	$250K	20K
2026-01-06	Martich Frederick Joseph	Pres. of Hydraulics, MCT	Tax withholding	230	$59.46	$14K	14K
2026-01-06	Martich Frederick Joseph	Pres. of Hydraulics, MCT	Option exercise	515	$59.46	$31K	14K
2026-01-06	Greenberg Marc A	General Counsel and Secretary	Tax withholding	381	$59.46	$23K	10K
2026-01-06	Greenberg Marc A	General Counsel and Secretary	Option exercise	969	$59.46	$58K	10K
2026-01-06	Arduini Matteo	President of Hydraulics, FCT	Option exercise	1K	$59.46	$61K	18K
2026-01-06	Aldridge Billy Vern	President, Electronics	Tax withholding	133	$59.46	$8K	1K
2026-01-06	Aldridge Billy Vern	President, Electronics	Option exercise	388	$59.46	$23K	1K
2026-01-03	Martich Frederick Joseph	Pres. of Hydraulics, MCT	Tax withholding	618	$54.71	$34K	13K
2026-01-03	Martich Frederick Joseph	Pres. of Hydraulics, MCT	Option exercise	1K	$54.71	$76K	14K
2026-01-03	Martich Frederick Joseph	Pres. of Hydraulics, MCT	Tax withholding	419	$54.71	$23K	13K
2026-01-03	Martich Frederick Joseph	Pres. of Hydraulics, MCT	Option exercise	937	$54.71	$51K	13K

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.

Planned sales (Form 144)

Newest first. JSON

2 Form 144 notices on file for HLIO worth $581K at the prices reported; 0 in the last 90 days worth $0. Latest: MATTEO ARDUINI filed on 2026-06-23 to sell 6,027 shares ($545K) from 2026-06-23.

Filed	Seller	Shares	Market value	Of outstanding	Sale from	Broker
2026-06-23	MATTEO ARDUINIOfficer	6K	$545K	0.018%	2026-06-23	Morgan Stanley Smith Barney LLC Executive Financial Services
2025-11-05	DIANA SACCHIDirector	620	$36K	0.002%	2025-11-05	Morgan Stanley Smith Barney LLC Executive Financial Services

Large holders (13D and 13G)

One row per reporting person with its latest filing, newest first. JSON

4 holders report 5% or more of HLIO in their latest filing, all on Schedule 13G (passive). The largest reported stake is Wellington Management Company LLP at 5.6% of the class (1,997,527 shares), filed 2026-02-10 for an event on 2025-12-31.

Filed	Form	Holder	Shares	Of class	Event
2026-07-31	13G	Vanguard Portfolio Managementinvestment adviser	1.7M	5.0%	2026-06-30
2026-05-15	13G/Ano. 1	Wellington Investment Advisors Holdings LLPparent holding company	1.3M	3.9%	2026-03-31
2026-05-15	13G/Ano. 1	Wellington Group Holdings LLPparent holding company	1.3M	3.9%	2026-03-31
2026-05-15	13G/Ano. 1	Wellington Management Group LLPparent holding company	1.3M	3.9%	2026-03-31
2026-04-30	13G	Vanguard Capital Managementinvestment adviser	1.7M	5.2%	2026-03-31
2026-03-27	13G/Ano. 11	The Vanguard Groupinvestment adviser	0	0.0%	2026-03-13
2026-02-10	13G	Wellington Management Company LLPinvestment adviser	2.0M	5.6%	2025-12-31
2026-01-09	13G/Ano. 5	Conestoga Capital Advisorsinvestment adviser	1.7M	5.0%	2025-12-31

13F holders

Tracked managers holding HLIO at their latest 13F. JSON

6 of the 30 tracked managers held HLIO at their latest 13F, $47.3M in total at quarter-end prices. Citadel Advisors is the largest at $15.0M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 6 added shares and 0 cut.

Fund	Quarter	Shares	Value	Of portfolio	Change in shares
Citadel Advisors	2026-06-30	168K	$15.0M	0.00%	+58K
Point72 Asset Management	2026-06-30	145K	$13.0M	0.01%	+75K
D. E. Shaw & Co.	2026-06-30	110K	$9.8M	0.00%	+57K
AQR Capital Management	2026-06-30	83K	$7.4M	0.00%	+31K
Two Sigma Investments	2026-06-30	13K	$1.2M	0.00%	+888
Bridgewater Associates	2026-06-30	10K	$907K	0.00%	+4K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

Financials

SEC XBRL, as filed. JSON

In Q2 FY 2027 (quarter ended 2026-07-04) Helios Technologies reported revenue of $231.9M, up 9.1% from the same quarter a year earlier, and net income of $21.9M (0.66 diluted EPS). In FY 2026 it generated $127.3M of operating cash flow and spent $12.0M on dividends. As of 2026-07-04, cash was $68.0M against $332.3M of debt.

Cash: $68.0M
Debt: $332.3M
Equity: $948.3M
Total assets: $1.52B
Shares outstanding: 32,950,577

Quarterly, last 8 quarters

Quarter	Period end	Revenue	Net income	Margin	Diluted EPS
Q2 FY 2027	2026-07-04	$231.9M	$21.9M	9.4%	0.66
Q1 FY 2027	2026-04-04	$228.4M	$19.7M	8.6%	0.59
Q4 FY 2026derived	2026-01-03	$210.7M	$19.4M	9.2%	n/a
Q3 FY 2026	2025-09-27	$220.3M	$10.3M	4.7%	0.31
Q2 FY 2026	2025-06-28	$212.5M	$11.4M	5.4%	0.34
Q1 FY 2026	2025-03-29	$195.5M	$7.3M	3.7%	0.22
Q4 FY 2025derived	2024-12-28	$179.5M	$4.8M	2.7%	n/a
Q3 FY 2025	2024-09-28	$194.5M	$11.4M	5.9%	0.34

Fiscal years, with buybacks and dividends

Fiscal year	Ends	Revenue	Net income	Operating cash flow	Capex	Buybacks	Dividends
FY 2026	2026-01-03	$839.0M	$48.4M	$127.3M	$23.7M	n/a	$12.0M
FY 2024	2024-12-28	$805.9M	$39.0M	$122.1M	$27.0M	n/a	$11.9M
FY 2023	2023-12-30	$835.6M	$37.5M	$83.9M	$34.3M	n/a	$11.8M
FY 2022	2022-12-31	$885.4M	$98.4M	$109.9M	$31.9M	n/a	$11.7M
FY 2022	2022-01-01	$869.2M	$104.6M	$113.1M	$26.8M	n/a	$11.6M

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-07-04; shares outstanding as of 2026-07-31 from the cover page.

What this page is

Helios Technologies in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.

This page follows Helios Technologies (HLIO), SEC CIK 1024795, listed on NYSE, classified by the SEC as miscellaneous fabricated metal products. The cross-market tables live on the short interest and insider transactions hubs.

Source and updates

Short interest: FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
Daily short volume: FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-09.JSON and CSV
Fails to deliver: SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-08-31.JSON and CSV
Planned sales: SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-06-23.JSON and CSV
Large holders: SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-07-31.JSON and CSV
13F holders: SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials: SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-07-04.JSON and CSV
Earnings dates: SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-08-10.JSON and CSV
Insider trades: SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-10-01.JSON and CSV
Company record: EDGAR filing index for CIK 1024795Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits: 10 requests a minute without a key, 30 with a free key from a free account.

How to read it

Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Other companies the SEC classifies as miscellaneous fabricated metal products

Other company pages

Datasets

Frequently Asked Questions

How much of HLIO is sold short?

902,630 shares were held short at the 2026-09-30 settlement, 2.0 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.

What is HLIO's daily short volume?

On 2026-10-09, 75,301 of the 138,364 HLIO shares reported to FINRA were sold short, 54.4% of the day's reported volume. Short volume is a flow for one day, not a position.

Does HLIO have fails to deliver?

The SEC's latest file shows 124 HLIO shares failed to deliver at settlement 2026-08-31. Fails are reported per settlement date and published twice a month with a lag.

Are HLIO insiders buying or selling?

No open-market insider trades were reported for HLIO in the last 90 days. The most recent filings are listed below. Latest filing: Bagan Sean (President and CEO) on 2026-10-01.

Have HLIO insiders filed to sell?

2 Form 144 notices on file for HLIO worth $581K at the prices reported; 0 in the last 90 days worth $0. Latest: MATTEO ARDUINI filed on 2026-06-23 to sell 6,027 shares ($545K) from 2026-06-23.

Who owns 5% or more of HLIO?

What did HLIO report last quarter?

Which tracked 13F managers own HLIO?

6 of the 30 tracked 13F managers held HLIO shares at their latest filing, $47.3M in all. The largest: Ken Griffin's Citadel Advisors (168K shares, $15.0M), Steve Cohen's Point72 Asset Management (145K shares, $13.0M), D. E. Shaw & Co. (110K shares, $9.8M), Cliff Asness's AQR Capital Management (83K shares, $7.4M), Two Sigma Investments (13K shares, $1.2M), Ray Dalio's Bridgewater Associates (10K shares, $907K).

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.