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Helios Technologies (HLIO) gets 5.02% ownership filing from Conestoga

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Conestoga Capital Advisors, a Delaware investment adviser, reported a significant ownership position in Helios Technologies, Inc. common stock. As of 12/31/2025, Conestoga beneficially owned 1,662,124 shares, representing 5.02% of Helios Technologies’ outstanding common stock.

Conestoga reported sole power to vote and dispose of 1,552,063 of these shares, with no shared voting or dispositive power. The firm states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Helios Technologies.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Conestoga Capital Advisors
Signature:Duane R. D'Orazio
Name/Title:Managing Partner
Date:01/09/2026

FAQ

What ownership stake in Helios Technologies (HLIO) does Conestoga Capital Advisors report?

Conestoga Capital Advisors reports beneficial ownership of 1,662,124 shares of Helios Technologies common stock, representing 5.02% of the class as of 12/31/2025.

How many Helios Technologies (HLIO) shares can Conestoga Capital Advisors vote and dispose of?

Conestoga Capital Advisors reports sole power to vote 1,552,063 Helios Technologies shares and sole power to dispose of the same 1,552,063 shares, with no shared voting or dispositive power.

Who is the reporting person in this Helios Technologies (HLIO) ownership filing?

The reporting person is Conestoga Capital Advisors, an investment adviser organized in Delaware, with its principal office at 550 E. Swedesford Road, Suite 120, Wayne, Pennsylvania 19087.

Is Conestoga Capital Advisors seeking to influence control of Helios Technologies (HLIO)?

Conestoga Capital Advisors certifies that the Helios Technologies securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the company.

What class of Helios Technologies (HLIO) securities is covered in this ownership report?

The filing relates to common stock of Helios Technologies, Inc., identified by CUSIP 42328H109.

On what date did Conestoga Capital Advisors’ Helios Technologies (HLIO) ownership position trigger this filing?

The reported date of the event requiring this ownership statement is 12/31/2025.
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3.55%
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