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Compiled from SEC Form N-PX filings and HELIOS TECHNOLOGIES INC.’s Form 8-K, filed 2024-06-26 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore HELIOS TECHNOLOGIES INC. in the interactive database Compare manager voting policies
These tallies are HELIOS TECHNOLOGIES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-26 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Josef Matosevic | 27,639,161 | 1,427,362 | -- | 72,287 | 910,002 | Majority: yes |
| Proposal 2 | 29,646,700 | 365,410 | 36,699 | -- | -- | Majority: yes |
| Proposal 3 | 18,241,497 | 10,559,159 | 338,151 | -- | 910,002 | Majority: yes |
Source: HELIOS TECHNOLOGIES INC., Form 8-K, filed with the SEC on 2024-06-26 — read the filing on EDGAR.
Each item below shows how the 223 asset managers that disclosed a HELIOS TECHNOLOGIES INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of HELIOS TECHNOLOGIES INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 4 wordings of this item as funds reported it.
58% fund support · no official result
The 215 asset managers below cast 58% of the shares they voted on this item FOR (18,145,788 for, 13,012,661 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,243,035 | 0 | 0 | 0 | For |
| WASATCH ADVISORS LP | 0 | 3,034,754 | 0 | 0 | Against |
| Thrivent | 0 | 2,809,985 | 0 | 0 | Against |
| WASATCH FUNDS TRUST | 0 | 2,313,502 | 0 | 0 | Against |
| Wellington | 2,283,600 | 0 | 0 | 0 | For |
| BlackRock | 2,192,510 | 13,410 | 0 | 0 | For |
| CONESTOGA FUNDS | 1,421,332 | 0 | 0 | 0 | For |
| BROWN CAPITAL MANAGEMENT LLC | 1,253,658 | 0 | 0 | 0 | For |
| Dimensional | 0 | 1,196,493 | 0 | 0 | Against |
| Brown Capital Management Mutual Funds | 985,193 | 0 | 0 | 0 | For |
| T. Rowe Price | 744,097 | 45,711 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 714,718 | 0 | 0 | 0 | For |
| State Street | 647,242 | 31,215 | 0 | 0 | For |
| Fidelity | 677,278 | 0 | 0 | 0 | For |
| Charles Schwab | 597,894 | 0 | 0 | 0 | For |
| Conestoga Capital Advisors, LLC | 573,020 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 421,070 | 0 | 0 | Against |
| Neuberger Berman | 416,398 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 138,939 | 197,776 | 0 | 0 | Against |
| Northern Trust | 304,817 | 1,649 | 0 | 0 | For |
| Royce | 0 | 0 | 294,824 | 0 | Abstain |
| BANK OF AMERICA NA | 290,500 | 0 | 0 | 0 | For |
| Utah Retirement Systems | 259,768 | 0 | 0 | 0 | For |
| Janus Henderson | 0 | 219,401 | 0 | 0 | Against |
| JANUS INVESTMENT FUND | 0 | 212,222 | 0 | 0 | Against |
Showing the 25 largest of 215 asset managers. See all 215 in the interactive database.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
HELIOS TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Josef Matosevic”): 27,639,161 for, 1,427,362 against, per its Form 8-K filed 2024-06-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 33,200,000 outstanding shares: 83% for, 4% against (88% of the company cast a for/against vote).
The 71 asset managers below cast 99.9% of the shares they voted on this item FOR (14,728,024 for, 3,258 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,147,871 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 2,313,502 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 1,421,332 | 0 | 0 | 0 | For |
| Thrivent | 1,399,407 | 0 | 0 | 0 | For |
| BlackRock | 1,165,966 | 0 | 0 | 0 | For |
| Dimensional | 1,063,048 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 985,193 | 0 | 0 | 0 | For |
| Fidelity | 676,652 | 0 | 0 | 0 | For |
| Charles Schwab | 298,943 | 0 | 0 | 0 | For |
| T. Rowe Price | 295,439 | 0 | 0 | 0 | For |
| Royce | 221,401 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 212,222 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 138,939 | 0 | 0 | 0 | For |
| Neuberger Berman | 126,352 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 91,836 | 0 | 0 | 0 | For |
| Brighthouse | 89,030 | 0 | 0 | 0 | For |
| Equitable | 87,591 | 0 | 0 | 0 | For |
| TIAA | 86,653 | 0 | 0 | 0 | For |
| WisdomTree | 77,133 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 65,618 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 61,865 | 0 | 0 | 0 | For |
| MML SERIES INVESTMENT FUND | 55,456 | 0 | 0 | 0 | For |
| LKCM Funds | 51,458 | 0 | 0 | 0 | For |
| Nationwide | 44,001 | 0 | 0 | 0 | For |
| Invesco | 39,009 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% fund support · no official result
The 70 asset managers below cast 99.9% of the shares they voted on this item FOR (14,705,825 for, 114 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,147,871 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 2,313,502 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 1,421,332 | 0 | 0 | 0 | For |
| Thrivent | 1,399,407 | 0 | 0 | 0 | For |
| BlackRock | 1,165,966 | 0 | 0 | 0 | For |
| Dimensional | 1,063,048 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 985,193 | 0 | 0 | 0 | For |
| Fidelity | 676,652 | 0 | 0 | 0 | For |
| Charles Schwab | 298,943 | 0 | 0 | 0 | For |
| T. Rowe Price | 295,439 | 0 | 0 | 0 | For |
| Royce | 221,401 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 212,222 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 138,939 | 0 | 0 | 0 | For |
| Neuberger Berman | 126,352 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 91,836 | 0 | 0 | 0 | For |
| Brighthouse | 89,030 | 0 | 0 | 0 | For |
| Equitable | 87,591 | 0 | 0 | 0 | For |
| TIAA | 86,653 | 0 | 0 | 0 | For |
| WisdomTree | 77,133 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 65,618 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 61,865 | 0 | 0 | 0 | For |
| MML SERIES INVESTMENT FUND | 55,456 | 0 | 0 | 0 | For |
| LKCM Funds | 51,458 | 0 | 0 | 0 | For |
| Nationwide | 44,001 | 0 | 0 | 0 | For |
| Invesco | 39,009 | 0 | 0 | 0 | For |
Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.
0.4% fund support · no official result
The 3 asset managers below cast 0.4% of the shares they voted on this item FOR (115 for, 36,583 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Morningstar Funds Trust | 0 | 25,343 | 0 | 0 | Against |
| JPMorgan | 0 | 11,240 | 0 | 0 | Against |
| Uniplan Investment Counsel, Inc. | 115 | 0 | 0 | 0 | For |
Ranked by the number of HELIOS TECHNOLOGIES INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 33,200,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 9.77% |
| 2 | WASATCH ADVISORS LP | 9.14% |
| 3 | Thrivent | 8.46% |
| 4 | WASATCH FUNDS TRUST | 6.97% |
| 5 | Wellington | 6.88% |
| 6 | BlackRock | 6.64% |
| 7 | CONESTOGA FUNDS | 4.28% |
| 8 | BROWN CAPITAL MANAGEMENT LLC | 3.78% |
| 9 | Dimensional | 3.60% |
| 10 | Brown Capital Management Mutual Funds | 2.97% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Wasatch Advisors, LP | 11.55% | DEF14A |
| Wellington Management | 9.88% | 13F |
| Vanguard Group | 9.62% | 13F |
| Brown Capital Management, LLC | 9.38% | DEF14A |
| BlackRock | 7.41% | 13F |
| Conestoga Capital Advisors, LLC | 6.46% | DEF14A |
| T Rowe Price Investment Management, Inc | 6.35% | DEF14A |
| State Street | 2.24% | 13F |
| Geode Capital | 2.15% | 13F |
| Goldman Sachs | 1.13% | 13F |
Percentages above are of 33,200,000 shares outstanding, as reported by HELIOS TECHNOLOGIES INC. on its Form 10-Q dated 2024-03-30 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from HELIOS TECHNOLOGIES INC.’s 10-Q dated 2024-03-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At HELIOS TECHNOLOGIES INC.'s shareholder meeting held 2024-06-06, in the 2023-2024 proxy season, 223 asset managers reported how they voted in their SEC Form N-PX filings, covering 898 separate fund positions. Their filings are grouped here into 4 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. HELIOS TECHNOLOGIES INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Approval, on an advisory basis, of the compensation of our named executive officers. — the reporting funds cast 58% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
HELIOS TECHNOLOGIES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.