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HELIOS TECHNOLOGIES INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and HELIOS TECHNOLOGIES INC.’s Form 8-K, filed 2025-06-09 (Item 5.07 on EDGAR). Page generated 04 October 2026.

7Reported items
238Asset managers
1,333Fund votes
2025-06-04Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore HELIOS TECHNOLOGIES INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by HELIOS TECHNOLOGIES INC.

These tallies are HELIOS TECHNOLOGIES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-06-09 (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.

HELIOS TECHNOLOGIES INC. — official shareholder meeting results, meeting held 2025-06-04
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Doug Britt	27,202,070	1,853,355	--	278,732	1,016,060	Majority: yes
Elect Director: Diana Sacchi	27,228,098	1,819,509	--	286,550	1,016,060	Majority: yes
Elect Director: Sean Bagan	28,725,187	190,305	--	418,665	1,016,060	Majority: yes
Proposal 4	29,686,067	383,539	280,611	--	--	Majority: yes
Proposal 5	27,674,855	1,374,910	284,392	--	1,016,060	Majority: yes

Source: HELIOS TECHNOLOGIES INC., Form 8-K, filed with the SEC on 2025-06-09 — read the filing on EDGAR.

How asset managers voted at the HELIOS TECHNOLOGIES INC. 2024-2025 meeting

Each item below shows how the 238 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.

1. Approval, on an advisory basis, of the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-06-04.

Combines 3 wordings of this item as funds reported it.

97% fund support · no official result

FOR 97%

The 231 asset managers below cast 97% of the shares they voted on this item FOR (31,899,135 for, 1,086,391 against).

FOR: 31,899,135 (96.7%)AGAINST: 1,086,391 (3.3%)ABSTAIN: 3,420 (0.0%)NOT VOTED: 30 (0.0%)

Largest asset managers voting on “Approval, on an advisory basis, of the compensation of our named executive officers.” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset manager	For	Against	Vote
Thrivent	3,378,704	0	For
Vanguard	3,325,939	269	For
WASATCH ADVISORS LP	2,471,290	0	For
BlackRock	2,271,095	0	For
WASATCH FUNDS TRUST	1,697,242	0	For
CONESTOGA FUNDS	1,403,124	0	For
BARROW HANLEY MEWHINNEY & STRAUSS LLC	1,176,613	0	For
T. Rowe Price	1,077,574	0	For
Dimensional	988,799	0	For
Charles Schwab	872,554	0	For
Wellington	800,392	0	For
GEODE CAPITAL MANAGEMENT, LLC	772,905	0	For
Fidelity	706,023	0	For
State Street	685,429	0	For
Janus Henderson	668,114	0	For
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	597,960	0	For
BROWN CAPITAL MANAGEMENT LLC	583,911	0	For
Neuberger Berman	553,437	469	For
JANUS INVESTMENT FUND	538,011	0	For
Conestoga Capital Advisors, LLC	527,395	0	For
AMERICAN BEACON FUNDS	448,629	0	For
Bridge Builder Trust	440,197	0	For
Royce	424,945	0	For
BANK OF AMERICA NA	402,148	0	For
Columbia Threadneedle	362,269	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

2. To elect two Directors, currently serving on our Board, to serve until the Annual Meeting in 2028 and one new Director to serve until the Annual Meeting in 2027, whom shall serve until successors are elected and qualified or until an earlier resignation, removal from office or death: 2027 is Sean Bagan

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-04.

Combines 3 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%

FOR: 28,725,187AGAINST: 190,305

HELIOS TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Sean Bagan”): 28,725,187 for, 190,305 against, per its Form 8-K filed 2025-06-09 (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 33,300,000 outstanding shares: 86% for, 0.6% against (87% of the company cast a for/against vote).

The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (15,482,483 for, 0 against).

FOR 99.9%

FOR: 15,482,483 (100.0%)AGAINST: 0 (0.0%)ABSTAIN: 0 (0.0%)

Largest asset managers voting on “To elect two Directors, currently serving on our Board, to serve until the Annual Meeting in 2028 and one new ” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset manager	For	Vote
Vanguard	3,228,820	For
WASATCH FUNDS TRUST	1,697,242	For
Thrivent	1,674,578	For
CONESTOGA FUNDS	1,403,124	For
BlackRock	1,239,686	For
Dimensional	844,787	For
Fidelity	691,620	For
JANUS INVESTMENT FUND	538,011	For
AMERICAN BEACON FUNDS	448,629	For
Bridge Builder Trust	440,197	For
Charles Schwab	436,274	For
T. Rowe Price	396,986	For
Brown Capital Management Mutual Funds	357,654	For
Royce	270,238	For
DIAMOND HILL FUNDS	199,063	For
Columbia Threadneedle	187,096	For
Neuberger Berman	148,371	For
Equitable	128,157	For
Keeley Funds, Inc.	100,598	For
TIAA	85,537	For
TRUST FOR PROFESSIONAL MANAGERS	83,276	For
American Century	71,572	For
WisdomTree	71,414	For
First Trust	67,855	For
Natixis	67,120	For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

3. To elect two Directors, currently serving on our Board, to serve until the Annual Meeting in 2028 and one new Director to serve until the Annual Meeting in 2027, whom shall serve until successors are elected and qualified or until an earlier resignation, removal from office or death: 2028 is Diana Sacchi

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-04.

Combines 3 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 27,228,098AGAINST: 1,819,509

HELIOS TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Diana Sacchi”): 27,228,098 for, 1,819,509 against, per its Form 8-K filed 2025-06-09 (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 33,300,000 outstanding shares: 82% for, 5% against (87% of the company cast a for/against vote).

The 73 asset managers below cast 97% of the shares they voted on this item FOR (15,056,517 for, 425,966 against).

FOR 97%

FOR: 15,056,517 (97.2%)AGAINST: 425,966 (2.8%)ABSTAIN: 0 (0.0%)

Largest asset managers voting on “To elect two Directors, currently serving on our Board, to serve until the Annual Meeting in 2028 and one new ” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	3,228,820	0	For
WASATCH FUNDS TRUST	1,697,242	0	For
Thrivent	1,674,578	0	For
CONESTOGA FUNDS	1,403,124	0	For
BlackRock	1,239,686	0	For
Dimensional	844,787	0	For
Fidelity	691,620	0	For
JANUS INVESTMENT FUND	538,011	0	For
AMERICAN BEACON FUNDS	448,629	0	For
Bridge Builder Trust	440,197	0	For
Charles Schwab	436,274	0	For
T. Rowe Price	13,739	383,247	Against
Brown Capital Management Mutual Funds	357,654	0	For
Royce	270,238	0	For
DIAMOND HILL FUNDS	199,063	0	For
Columbia Threadneedle	187,096	0	For
Neuberger Berman	148,371	0	For
Equitable	91,611	36,546	For
Keeley Funds, Inc.	100,598	0	For
TIAA	85,537	0	For
TRUST FOR PROFESSIONAL MANAGERS	83,276	0	For
American Century	71,572	0	For
WisdomTree	71,414	0	For
First Trust	67,855	0	For
Natixis	67,120	0	For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

4. To elect two Directors, currently serving on our Board, to serve until the Annual Meeting in 2028 and one new Director to serve until the Annual Meeting in 2027, whom shall serve until successors are elected and qualified or until an earlier resignation, removal from office or death: 2028 is Doug Britt

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-04.

Combines 3 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 27,202,070AGAINST: 1,853,355

HELIOS TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Doug Britt”): 27,202,070 for, 1,853,355 against, per its Form 8-K filed 2025-06-09 (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 33,300,000 outstanding shares: 82% for, 6% against (87% of the company cast a for/against vote).

The 73 asset managers below cast 97% of the shares they voted on this item FOR (15,026,545 for, 455,938 against).

FOR 97%

FOR: 15,026,545 (97.1%)AGAINST: 455,938 (2.9%)ABSTAIN: 0 (0.0%)

Largest asset managers voting on “To elect two Directors, currently serving on our Board, to serve until the Annual Meeting in 2028 and one new ” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	3,228,820	0	For
WASATCH FUNDS TRUST	1,697,242	0	For
Thrivent	1,674,578	0	For
CONESTOGA FUNDS	1,403,124	0	For
BlackRock	1,239,686	0	For
Dimensional	844,787	0	For
Fidelity	691,620	0	For
JANUS INVESTMENT FUND	538,011	0	For
AMERICAN BEACON FUNDS	448,629	0	For
Bridge Builder Trust	440,197	0	For
Charles Schwab	436,274	0	For
T. Rowe Price	13,739	383,247	Against
Brown Capital Management Mutual Funds	357,654	0	For
Royce	270,238	0	For
DIAMOND HILL FUNDS	199,063	0	For
Columbia Threadneedle	187,096	0	For
Neuberger Berman	148,371	0	For
Equitable	91,611	36,546	For
Keeley Funds, Inc.	100,598	0	For
TIAA	85,537	0	For
TRUST FOR PROFESSIONAL MANAGERS	83,276	0	For
American Century	71,572	0	For
WisdomTree	71,414	0	For
First Trust	67,855	0	For
Natixis	67,120	0	For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

5. PROPOSAL TO RATIFY THE APPOINTMENT OF GRANT THORNTON LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE 2025 YEAR.

AUDIT-RELATED

Meeting held 2025-06-04.

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (15,480,725 for, 1,758 against).

FOR: 15,480,725 (100.0%)AGAINST: 1,758 (0.0%)ABSTAIN: 0 (0.0%)

Largest asset managers voting on “PROPOSAL TO RATIFY THE APPOINTMENT OF GRANT THORNTON LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM ” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset manager	For	Vote
Vanguard	3,228,820	For
WASATCH FUNDS TRUST	1,697,242	For
Thrivent	1,674,578	For
CONESTOGA FUNDS	1,403,124	For
BlackRock	1,239,686	For
Dimensional	844,787	For
Fidelity	691,620	For
JANUS INVESTMENT FUND	538,011	For
AMERICAN BEACON FUNDS	448,629	For
Bridge Builder Trust	440,197	For
Charles Schwab	436,274	For
T. Rowe Price	396,986	For
Brown Capital Management Mutual Funds	357,654	For
Royce	270,238	For
DIAMOND HILL FUNDS	199,063	For
Columbia Threadneedle	187,096	For
Neuberger Berman	148,371	For
Equitable	128,157	For
Keeley Funds, Inc.	100,598	For
TIAA	85,537	For
TRUST FOR PROFESSIONAL MANAGERS	83,276	For
American Century	71,572	For
WisdomTree	71,414	For
First Trust	67,855	For
Natixis	67,120	For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

6. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-06-04.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (67,592 for, 0 against).

FOR: 67,592 (100.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset manager	For	Vote
APG Asset Management US Inc.	38,486	For
JPMorgan	28,964	For
Uniplan Investment Counsel, Inc.	142	For

7. Approval, on an advisory basis, of the compensation of our named executive officers

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-06-06 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).

71% fund support · no official result

FOR 71%AGAINST 29%

The 2 asset managers below cast 71% of the shares they voted on this item FOR (300 for, 124 against).

FOR: 300 (70.8%)AGAINST: 124 (29.2%)

Largest asset managers voting on “Approval, on an advisory basis, of the compensation of our named executive officers” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
VAUGHAN DAVID INVESTMENTS LLC/IL	300	0	0	0	For
COLDSTREAM CAPITAL MANAGEMENT INC	0	124	0	0	Against

Largest HELIOS TECHNOLOGIES INC. shareholders voting in 2024-2025

Ranked by the number of HELIOS TECHNOLOGIES INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 33,300,000 shares outstanding at the time of that meeting.

Top HELIOS TECHNOLOGIES INC. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Thrivent	10.15%
2	Vanguard	9.99%
3	WASATCH ADVISORS LP	7.42%
4	BlackRock	6.82%
5	WASATCH FUNDS TRUST	5.10%
6	CONESTOGA FUNDS	4.21%
7	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.53%
8	T. Rowe Price	3.24%
9	Dimensional	2.97%
10	Charles Schwab	2.62%

Reported HELIOS TECHNOLOGIES INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

HELIOS TECHNOLOGIES INC. beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
Vanguard Group	9.90%	13F
BlackRock	7.29%	13F
Conestoga Capital Advisors	4.99%	13G
Dimensional Fund Advisors	4.53%	13F
Wellington Management	3.32%	13F
State Street	2.35%	13F
Geode Capital	2.29%	13F
Charles Schwab	1.29%	13F
BNY Mellon	1.04%	13F
Northern Trust	0.94%	13F

Percentages above are of 33,300,000 shares outstanding, as reported by HELIOS TECHNOLOGIES INC. on its Form 10-Q dated 2025-03-29 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

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 2025-03-29. 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 2025-06-04, in the 2024-2025 proxy season, 238 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,333 separate fund positions. Their filings are grouped here into 7 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 97% 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 · 2024-2025 (this page) · 2025-2026.