Helen of Troy Limited (HELE) 13F Positioning & Ownership Changes (Q2 2026)

HELE ranks #2943 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

HELE is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

206 institutions disclose a position in HELE, but none treat it as a major bet — even Prescott Group Capital Management, L.l.c., its most concentrated holder, allocates just 1.1% of its own portfolio to it.

IFP Advisors, Inc has added to its HELE position for two straight quarters, increasing it by $28.1K to reach $36.0K today.

HELE is down 1.8% today, but institutions show net buying of $119.7M this quarter — a divergence between today's price move and the underlying institutional flow.

HELE reported a net loss of $412.5M over the trailing twelve months.

• Not yet profitable — net loss of $412.5M over the trailing twelve months
• Revenue declined 2.5% year over year
• Net income declined year over year, from -$333.2M to -$412.5M
• Generated $171.1M in positive operating cash flow
• Liabilities run 1.65x equity — within a conventional range