Helios Technologies Shares Sold by Royce & Associates LP

Institutional investor reduces stake in motion and electronic controls company

Mar. 2, 2026 at 4:07pm

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Royce & Associates LP, an institutional investor, reduced its stake in Helios Technologies, Inc. (NASDAQ:HLIO) by 4.0% in the third quarter, according to a recent SEC filing. The fund now owns 370,079 shares of the company's stock, down from 385,679 shares previously.

Why it matters

Helios Technologies is a global designer, manufacturer and distributor of motion and electronic controls solutions, serving original equipment manufacturers (OEMs) across mobile and industrial end markets. Institutional investor activity in the company's stock can provide insights into market sentiment and the stock's performance.

The details

According to the SEC filing, Royce & Associates LP sold 15,600 shares of Helios Technologies during the third quarter. The fund now owns about 1.12% of the company's outstanding shares, valued at $19.3 million. Helios Technologies has seen its stock price rise significantly over the past year, up over 80% as of the most recent quarter.

  • Royce & Associates LP reduced its stake in Helios Technologies during the third quarter of 2026.

The players

Royce & Associates LP

An institutional investment management firm that focuses on small-cap and mid-cap stocks.

Helios Technologies, Inc.

A global designer, manufacturer and distributor of motion and electronic controls solutions, serving original equipment manufacturers (OEMs) across mobile and industrial end markets.

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The takeaway

The reduction in Royce & Associates' stake in Helios Technologies could signal a shift in market sentiment around the company, though the overall institutional ownership remains high at over 94%. Investors will likely continue to monitor Helios' financial performance and market positioning as it navigates the industrial and mobile equipment sectors.