Home › Companies › HELIOS TECHNOLOGIES INC. › 2024-2025

HELIOS TECHNOLOGIES INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and HELIOS TECHNOLOGIES INC.’s Form 8-K, filed June 9, 2025 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 5Ballot items
  • 235Asset managers
  • 1,331Fund votes
  • June 4, 2025Meeting date

Results at a glance

Meeting of June 4, 2025: 5 items on HELIOS TECHNOLOGIES INC.’s Form 8-K, filed June 9, 2025: 1 elected · 4 without a stated outcome.

Material dissent

None.

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

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 June 9, 2025 (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 June 4, 2025
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Doug Britt 27,202,0701,853,355-- 278,7321,016,060 94%Not verified—
Elect Director: Diana Sacchi 27,228,0981,819,509-- 286,5501,016,060 94%Not verified—
Elect Director: Sean Bagan 28,725,187190,305-- 418,6651,016,060 99.3%Elected—
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 29,686,067383,539280,611 ---- 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 2025 Proxy Statement, received the following votes 27,674,8551,374,910284,392 --1,016,060 95%Not verified—

Source: HELIOS TECHNOLOGIES INC., Form 8-K, filed with the SEC on June 9, 2025 — read the filing on EDGAR.

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

Each item below shows how the 235 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.

1. Elect Director: Sean Bagan

Official resultDIRECTOR ELECTIONSReported outcome: Elected

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
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: 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

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 June 9, 2025 (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: Elected, in the filing’s own words: “Sean Bagan was elected as director to serve for a term expiring on the date of the Company's 2027 Annual Meeting.”
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 15,482,483 for, 0 against, 0 abstained.

FOR
FOR: 15,482,483AGAINST: 0ABSTAIN: 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 managerForAgainst AbstainWithheldVote
Vanguard3,228,8200 00For
WASATCH FUNDS TRUST1,697,2420 00For
Thrivent1,674,5780 00For
CONESTOGA FUNDS1,403,1240 00For
BlackRock1,239,6860 00For
Dimensional844,7870 00For
Fidelity691,6200 00For
JANUS INVESTMENT FUND538,0110 00For
AMERICAN BEACON FUNDS448,6290 00For
Bridge Builder Trust440,1970 00For
Charles Schwab436,2740 00For
T. Rowe Price396,9860 00For
Brown Capital Management Mutual Funds357,6540 00For
Royce270,2380 00For
DIAMOND HILL FUNDS199,0630 00For
Columbia Threadneedle187,0960 00For
Neuberger Berman148,3710 00For
Equitable128,1570 00For
Keeley Funds, Inc.100,5980 00For
TIAA85,5370 00For
TRUST FOR PROFESSIONAL MANAGERS83,2760 00For
American Century71,5720 00For
WisdomTree71,4140 00For
First Trust67,8550 00For
Natixis67,1200 00For

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

2. Elect Director: Diana Sacchi

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: 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

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 June 9, 2025 (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: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 15,056,517 for, 425,966 against, 0 abstained.

FOR
FOR: 15,056,517AGAINST: 425,966ABSTAIN: 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 managerForAgainst AbstainWithheldVote
Vanguard3,228,8200 00For
WASATCH FUNDS TRUST1,697,2420 00For
Thrivent1,674,5780 00For
CONESTOGA FUNDS1,403,1240 00For
BlackRock1,239,6860 00For
Dimensional844,7870 00For
Fidelity691,6200 00For
JANUS INVESTMENT FUND538,0110 00For
AMERICAN BEACON FUNDS448,6290 00For
Bridge Builder Trust440,1970 00For
Charles Schwab436,2740 00For
T. Rowe Price13,739383,247 00Against
Brown Capital Management Mutual Funds357,6540 00For
Royce270,2380 00For
DIAMOND HILL FUNDS199,0630 00For
Columbia Threadneedle187,0960 00For
Neuberger Berman148,3710 00For
Equitable91,61136,546 00Mixed
Keeley Funds, Inc.100,5980 00For
TIAA85,5370 00For
TRUST FOR PROFESSIONAL MANAGERS83,2760 00For
American Century71,5720 00For
WisdomTree71,4140 00For
First Trust67,8550 00For
Natixis67,1200 00For

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

3. Elect Director: Doug Britt

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: 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

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 June 9, 2025 (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: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 15,026,545 for, 455,938 against, 0 abstained.

FOR
FOR: 15,026,545AGAINST: 455,938ABSTAIN: 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 managerForAgainst AbstainWithheldVote
Vanguard3,228,8200 00For
WASATCH FUNDS TRUST1,697,2420 00For
Thrivent1,674,5780 00For
CONESTOGA FUNDS1,403,1240 00For
BlackRock1,239,6860 00For
Dimensional844,7870 00For
Fidelity691,6200 00For
JANUS INVESTMENT FUND538,0110 00For
AMERICAN BEACON FUNDS448,6290 00For
Bridge Builder Trust440,1970 00For
Charles Schwab436,2740 00For
T. Rowe Price13,739383,247 00Against
Brown Capital Management Mutual Funds357,6540 00For
Royce270,2380 00For
DIAMOND HILL FUNDS199,0630 00For
Columbia Threadneedle187,0960 00For
Neuberger Berman148,3710 00For
Equitable91,61136,546 00Mixed
Keeley Funds, Inc.100,5980 00For
TIAA85,5370 00For
TRUST FOR PROFESSIONAL MANAGERS83,2760 00For
American Century71,5720 00For
WisdomTree71,4140 00For
First Trust67,8550 00For
Natixis67,1200 00For

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

4. 3. Advisory Vote on Executive Compensation The proposal to approve, on a non-binding, advisory basis, the compensation…

Outcome not verifiedFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 6 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 27,674,855AGAINST: 1,374,910
Details: description as filed, official tally, votes by 235 asset managers

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 2025 Proxy Statement, receiv”): 27,674,855 for, 1,374,910 against, per its Form 8-K filed June 9, 2025 (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.

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).

Fund voting reports: 73 asset managers voting on “Approval, on an advisory basis, of the compensation of our named executive officers.” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,228,551269 00For
WASATCH FUNDS TRUST1,697,2420 00For
Thrivent1,674,5780 00For
CONESTOGA FUNDS1,403,1240 00For
BlackRock1,239,6860 00For
Dimensional844,7870 00For
Fidelity691,6200 00For
JANUS INVESTMENT FUND538,0110 00For
AMERICAN BEACON FUNDS448,6290 00For
Bridge Builder Trust440,1970 00For
Charles Schwab436,2740 00For
T. Rowe Price396,9860 00For
Brown Capital Management Mutual Funds357,6540 00For
Royce270,2380 00For
DIAMOND HILL FUNDS199,0630 00For
Columbia Threadneedle187,0960 00For
Neuberger Berman148,3710 00For
Equitable128,1570 00For
Keeley Funds, Inc.100,5980 00For
TIAA85,5370 00For
TRUST FOR PROFESSIONAL MANAGERS83,2760 00For
American Century071,572 00Against
WisdomTree071,414 00Against
First Trust67,8550 00For
Natixis67,1200 00For

Fund voting reports, all 73 managers: 15,297,011 for, 185,431 against, 0 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 188 asset managers voting on “Approval, on an advisory basis, of the compensation of our named executive officers.” at HELIOS TECHNOLOGIES INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
WASATCH ADVISORS LP2,471,2900 00For
Thrivent1,704,1260 00For
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,176,6130 00For
BlackRock1,031,4090 00For
Wellington800,3920 00For
GEODE CAPITAL MANAGEMENT, LLC772,9050 00For
T. Rowe Price680,5880 00For
State Street673,5560 00For
Janus Henderson668,1140 00For
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.597,9600 00For
BROWN CAPITAL MANAGEMENT LLC583,9110 00For
Conestoga Capital Advisors, LLC527,3950 00For
Charles Schwab436,2800 00For
Neuberger Berman405,066469 00For
BANK OF AMERICA NA402,1480 00For
NEW YORK STATE COMMON RETIREMENT FUND0348,448 00Against
MetLife Investment Management, LLC296,5460 00For
Northern Trust274,3630 00For
Ceredex Value Advisors LLC235,4000 00For
ROCKEFELLER & CO. LLC220,7920 00For
Columbia Threadneedle175,1730 00For
SCHRODER INVESTMENT MANAGEMENT GROUP170,1300 00For
Royce154,7070 00For
Dimensional144,0120 00For
Granite Investment Partners, LLC116,8070 00For

Institutional-manager reports, all 188 managers: 16,693,284 for, 900,960 against, 3,420 abstained, 30 not voted. Showing the 25 largest; see all in the interactive database.

5. 2. Ratification of the Appointment of Independent Registered Public Accounting Firm The proposal to ratify the…

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 2 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 29,686,067AGAINST: 383,539
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: PROPOSAL TO RATIFY THE APPOINTMENT OF GRANT THORNTON LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE 2025 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”): 29,686,067 for, 383,539 against, per its Form 8-K filed June 9, 2025 (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 73 asset managers below reported 15,480,725 for, 1,758 against, 0 abstained.

FOR
FOR: 15,480,725AGAINST: 1,758ABSTAIN: 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 managerForAgainst AbstainWithheldVote
Vanguard3,228,8200 00For
WASATCH FUNDS TRUST1,697,2420 00For
Thrivent1,674,5780 00For
CONESTOGA FUNDS1,403,1240 00For
BlackRock1,239,6860 00For
Dimensional844,7870 00For
Fidelity691,6200 00For
JANUS INVESTMENT FUND538,0110 00For
AMERICAN BEACON FUNDS448,6290 00For
Bridge Builder Trust440,1970 00For
Charles Schwab436,2740 00For
T. Rowe Price396,9860 00For
Brown Capital Management Mutual Funds357,6540 00For
Royce270,2380 00For
DIAMOND HILL FUNDS199,0630 00For
Columbia Threadneedle187,0960 00For
Neuberger Berman148,3710 00For
Equitable128,1570 00For
Keeley Funds, Inc.100,5980 00For
TIAA85,5370 00For
TRUST FOR PROFESSIONAL MANAGERS83,2760 00For
American Century71,5720 00For
WisdomTree71,4140 00For
First Trust67,8550 00For
Natixis67,1200 00For

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

Not shown here: this season’s fund filings also report 1 item from the meeting of June 6, 2024, which belongs to the 2023-2024 season. A meeting outside this season’s July 1 to June 30 window is not counted in this page’s items or in its totals of asset managers and fund votes.

Largest HELIOS TECHNOLOGIES INC. shareholders voting in 2024-2025

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 33,300,000 shares outstanding at the time of that meeting.

Fund voting reports: top HELIOS TECHNOLOGIES INC. shareholders by shares voted on “Approval, on an advisory basis, of the compensation of our named executive officers.”, 2024-2025
#Asset manager % of shares outstanding
1Vanguard 9.70%
2WASATCH FUNDS TRUST 5.10%
3Thrivent 5.03%
4CONESTOGA FUNDS 4.21%
5BlackRock 3.72%
6Dimensional 2.54%
7Fidelity 2.08%
8JANUS INVESTMENT FUND 1.62%
9AMERICAN BEACON FUNDS 1.35%
10Bridge Builder Trust 1.32%
Institutional-manager reports: top HELIOS TECHNOLOGIES INC. shareholders by shares voted on “Approval, on an advisory basis, of the compensation of our named executive officers.”, 2024-2025
#Asset manager % of shares outstanding
1WASATCH ADVISORS LP 7.42%
2Thrivent 5.12%
3BARROW HANLEY MEWHINNEY & STRAUSS LLC 3.53%
4BlackRock 3.10%
5Wellington 2.40%
6GEODE CAPITAL MANAGEMENT, LLC 2.32%
7T. Rowe Price 2.04%
8State Street 2.02%
9Janus Henderson 2.01%
10VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.80%

Reported HELIOS TECHNOLOGIES INC. holdings and ownership

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.

HELIOS TECHNOLOGIES INC. holdings and ownership disclosed 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 March 29, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

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 29, 2025. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At HELIOS TECHNOLOGIES INC.'s shareholder meeting held June 4, 2025, in the 2024-2025 proxy season, 235 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 1,331 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 95% 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 9, 2025.

HELIOS TECHNOLOGIES INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.