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Compiled from SEC Form N-PX filings and HELIOS TECHNOLOGIES INC.’s Form 8-K, filed June 26, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of June 6, 2024: 3 items on HELIOS TECHNOLOGIES INC.’s Form 8-K, filed June 26, 2024: 3 without a stated outcome.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
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 June 26, 2024 (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 | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Josef Matosevic | 27,639,161 | 1,427,362 | -- | 72,287 | 910,002 | 95% | Not verified | — |
| 2. Ratification of the Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of Grant Thornton LLP as the Company's independent registered public accounting firm to audit the consolidated financial statements of th | 29,646,700 | 365,410 | 36,699 | -- | -- | 99% | Not verified | — |
| 3. Advisory Vote on Executive Compensation The proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as disclosed in the Company's 2024 Proxy Statement, received the following votes | 18,241,497 | 10,559,159 | 338,151 | -- | 910,002 | 63% | Not verified | — |
Source: HELIOS TECHNOLOGIES INC., Form 8-K, filed with the SEC on June 26, 2024 — read the filing on EDGAR.
Each item below shows how the 224 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.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: To elect one Director to serve until the Annual Meeting in 2027, whom shall serve until a successor is elected and qualified or until an earlier resignation, removal from office or death: Josef Matosevic
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 June 26, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 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 10 wordings of this item as funds reported it.
63% Majority: yes · of votes cast
Description as filed by funds: Approval, on an advisory basis, of the compensation of our named executive officers.
HELIOS TECHNOLOGIES INC.’s own tally for this item (“3. Advisory Vote on Executive Compensation The proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as disclosed in the Company's 2024 Proxy Statement, receiv”): 18,241,497 for, 10,559,159 against, per its Form 8-K filed June 26, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 63% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,147,871 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 0 | 2,313,502 | 0 | 0 | Against |
| CONESTOGA FUNDS | 1,421,332 | 0 | 0 | 0 | For |
| Thrivent | 0 | 1,399,407 | 0 | 0 | Against |
| BlackRock | 1,165,966 | 0 | 0 | 0 | For |
| Dimensional | 0 | 1,063,048 | 0 | 0 | Against |
| 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 | 284,136 | 11,303 | 0 | 0 | For |
| Royce | 0 | 0 | 221,401 | 0 | Abstain |
| JANUS INVESTMENT FUND | 0 | 212,222 | 0 | 0 | Against |
| Columbia Threadneedle | 138,939 | 0 | 0 | 0 | For |
| Neuberger Berman | 126,352 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 0 | 91,836 | 0 | 0 | Against |
| Brighthouse | 77,808 | 11,222 | 0 | 0 | Mixed |
| Equitable | 51,045 | 36,546 | 0 | 0 | Mixed |
| TIAA | 0 | 86,653 | 0 | 0 | Against |
| WisdomTree | 77,133 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 0 | 65,618 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 61,865 | 0 | 0 | 0 | For |
| MML SERIES INVESTMENT FUND | 55,456 | 0 | 0 | 0 | For |
| LKCM Funds | 0 | 51,458 | 0 | 0 | Against |
| Nationwide | 31,536 | 12,465 | 0 | 0 | Mixed |
| Invesco | 39,009 | 0 | 0 | 0 | For |
Fund voting reports, all 71 managers: 8,832,309 for, 5,677,572 against, 221,401 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 0 | 3,034,754 | 0 | 0 | Against |
| Wellington | 2,283,600 | 0 | 0 | 0 | For |
| Thrivent | 0 | 1,410,578 | 0 | 0 | Against |
| BROWN CAPITAL MANAGEMENT LLC | 1,253,658 | 0 | 0 | 0 | For |
| BlackRock | 1,026,544 | 13,410 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 714,718 | 0 | 0 | 0 | For |
| State Street | 633,968 | 14,784 | 0 | 0 | For |
| Conestoga Capital Advisors, LLC | 573,020 | 0 | 0 | 0 | For |
| T. Rowe Price | 459,961 | 34,408 | 0 | 0 | Mixed |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 421,070 | 0 | 0 | Against |
| Charles Schwab | 298,951 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 290,500 | 0 | 0 | 0 | For |
| Neuberger Berman | 290,046 | 0 | 0 | 0 | For |
| Northern Trust | 286,848 | 1,649 | 0 | 0 | For |
| Utah Retirement Systems | 259,768 | 0 | 0 | 0 | For |
| Janus Henderson | 0 | 219,401 | 0 | 0 | Against |
| Ceredex Value Advisors LLC | 0 | 211,141 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 197,776 | 0 | 0 | Against |
| Newton Investment Management North America, LLC | 0 | 182,082 | 0 | 0 | Against |
| Two Sigma | 0 | 174,182 | 0 | 0 | Against |
| Granite Investment Partners, LLC | 157,521 | 901 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 150,174 | 0 | 0 | 0 | For |
| Dimensional | 0 | 133,445 | 0 | 0 | Against |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 106,852 | 0 | 0 | 0 | For |
| Vanguard | 95,164 | 0 | 0 | 0 | For |
Institutional-manager reports, all 175 managers: 9,478,783 for, 7,372,573 against, 74,822 abstained, 28 not voted. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: PROPOSAL TO RATIFY THE APPOINTMENT OF GRANT THORNTON LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE 2024 YEAR.
HELIOS TECHNOLOGIES INC.’s own tally for this item (“2. Ratification of the Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of Grant Thornton LLP as the Company's independent registered public accounting firm to audit the”): 29,646,700 for, 365,410 against, per its Form 8-K filed June 26, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 14,731,168 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 71 asset managers. See all 71 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 33,200,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 9.48% |
| 2 | WASATCH FUNDS TRUST | 6.97% |
| 3 | CONESTOGA FUNDS | 4.28% |
| 4 | Thrivent | 4.22% |
| 5 | BlackRock | 3.51% |
| 6 | Dimensional | 3.20% |
| 7 | Brown Capital Management Mutual Funds | 2.97% |
| 8 | Fidelity | 2.04% |
| 9 | Charles Schwab | 0.90% |
| 10 | T. Rowe Price | 0.89% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | WASATCH ADVISORS LP | 9.14% |
| 2 | Wellington | 6.88% |
| 3 | Thrivent | 4.25% |
| 4 | BROWN CAPITAL MANAGEMENT LLC | 3.78% |
| 5 | BlackRock | 3.13% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.15% |
| 7 | State Street | 1.95% |
| 8 | Conestoga Capital Advisors, LLC | 1.73% |
| 9 | T. Rowe Price | 1.49% |
| 10 | NEW YORK STATE COMMON RETIREMENT FUND | 1.27% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| 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 March 30, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 March 30, 2024. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At HELIOS TECHNOLOGIES INC.'s shareholder meeting held June 6, 2024, in the 2023-2024 proxy season, 224 asset managers reported how they voted on 3 ballot items in their SEC Form N-PX filings, covering 899 separate fund positions. On the most widely held item on that ballot — Approval, on an advisory basis, of the compensation of our named executive officers. — FOR was 63% of the votes cast (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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: HELIOS TECHNOLOGIES INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 26, 2024.
HELIOS TECHNOLOGIES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.