WAVEMAN · COMPANY

HELE · Helen Of Troy Ltd

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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HELE

Name: HELEN OF TROY LTD (HELE) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

HELEN OF TROY LTD

SEMICONDUCTORS & ELECTRONICS · ELECTRIC HOUSEWARES & FANS · CIK 0000916789

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

124

13F, latest reported quarter

REVENUE GROWTH

-6.4%

XBRL, annual

NET MARGIN

-50.3%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

124 funds added or opened last quarter

below 54% of Semiconductors & Electronics

REVENUE

-6.4% year over year

below 75% of Semiconductors & Electronics

MARGIN

-50.3% net margin

below 77% of Semiconductors & Electronics

BUYBACKS

$1.2M repurchased, FY to 2026-05-31

below 88% of Semiconductors & Electronics

SHORT

11.9% of shares outstanding short · 6.7 days to cover · settled 2026-07-31

more than 85% of Semiconductors & Electronics

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

124 funds added or opened positions in the latest 13F quarter, of 203 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +14.0%

+14.0%12M

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 124 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

NVDA CRDO VICR MPWR VPLM ALAB PI MTSI MU AIP AVGO MSI

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for HELEN OF TROY LTD in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

JUDGE TESSA

Chief Legal Officer

BUY

2025-07-16

435.0

$9.9K

Grass Brian

Chief Executive Officer

BUY

2025-07-15

10,000.0

$214.7K

SCHEUERMAN TRACY

Chief Financial Officer

BUY

2025-07-15

10,000.0

$201.3K

Grass Brian

Chief Financial Officer

BUY

2023-05-11

3,500.0

$336.4K

Grass Brian

Chief Financial Officer

BUY

2023-05-11

1,500.0

$144.2K

26 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 21 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

1,883,032.0 sh

$54.7M

AQR CAPITAL MANAGEMENT LLC

1,322,587.0 sh

$37.1M

VANGUARD CAPITAL MANAGEMENT LLC

993,527.0 sh

$28.9M

BANK OF AMERICA CORP /DE/

954,568.0 sh

$27.7M

D. E. Shaw & Co., Inc.

824,267.0 sh

$24.0M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Paradigm Micro-Cap Fund

$2.9M POSITION · AS OF 2026-03-31

2.1%

Invenomic Fund

$10.9M POSITION · AS OF 2026-04-30

1.1%

Invesco NASDAQ Future Gen 200 ETF

$61.8K POSITION · AS OF 2026-02-28

0.4%

VANGUARD EXPLORER VALUE FUND

$4.4M POSITION · AS OF 2026-02-28

0.4%

PIMCO RAE US Small Fund

$9.0M POSITION · AS OF 2026-03-31

0.3%

VANGUARD U.S. VALUE FACTOR ETF

$1.5M POSITION · AS OF 2026-02-28

0.2%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Noel M. Geoffroy

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2020

$9.4M

$21.8M

$3.0M

+32%

+23%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-02	2025-02	2024-02	2023-02
REVENUE	$1.8B	$1.9B	$2.0B	$2.1B
GROSS PROFIT	$815.7M	$914.4M	$948.7M	$899.4M
OPERATING INCOME	$-782.1M	$142.7M	$260.6M	$211.8M
NET INCOME	$-899.0M	$124.0M	$169.0M	$143.0M
EPS (DILUTED)	-39.08	5.37	7.03	5.95
OPERATING CASH FLOW	$171.1M	$113.2M	$306.1M	$208.2M
CASH	$18.9M	$18.9M	$18.5M	$29.1M
LONG-TERM DEBT	$755.8M	$907.5M	$659.4M	$928.3M
BUYBACKS	$1.9M	$103.2M	$55.2M	$18.4M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE