Latham Group, Inc. - Common Stock (SWIM) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SWIM on Nasdaq
Shares outstanding
116,368,086
Price per share
$6.53
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
106,243,934
Total reported value
$674,709,198
% of total 13F portfolios
0%
Share change
-1,456,861
Value change
-$10,341,203
Number of holders
147
Price from insider filings
$6.53
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Latham Group, Inc. - Common Stock (SWIM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 5.8% $44,073,249 6,749,349 Wellington Management Group LLP 31 Dec 2025
WYNNCHURCH CAPITAL PARTNERS IV, L.P. 5% -48% $44,775,497 -$41,855,000 5,883,771 -48% WYNNCHURCH CAPITAL PARTNERS IV, L.P. 30 Sep 2025
Voss Capital, LP 3.9% -27% $34,245,000 -$11,161,701 4,500,000 -25% Voss Capital, LP 30 Sep 2025

As of 31 Dec 2025, 147 institutional investors reported holding 106,243,934 shares of Latham Group, Inc. - Common Stock (SWIM). This represents 91% of the company’s total 116,368,086 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Latham Group, Inc. - Common Stock (SWIM) together control 85% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Pamplona Capital Management, LLC 45% 51,845,685 0% 60% $329,220,100
WELLINGTON MANAGEMENT GROUP LLP 5.8% 6,749,349 +216% 0.01% $42,858,367
FMR LLC 3.5% 4,112,607 -2.4% 0% $26,115,054
KEYBANK NATIONAL ASSOCIATION/OH 3.5% 4,092,901 0% 0.09% $25,989,921
CITADEL ADVISORS LLC 3% 3,463,172 -25% 0.01% $21,991,142
VANGUARD GROUP INC 2.8% 3,229,247 -0.86% 0% $20,505,719
BlackRock, Inc. 2.8% 3,220,767 +0.92% 0% $20,451,871
DIMENSIONAL FUND ADVISORS LP 2.5% 2,900,023 +5.8% 0% $18,414,020
WASATCH ADVISORS LP 2.4% 2,769,694 -9.6% 0.1% $17,587,557
Driehaus Capital Management LLC 1.8% 2,045,782 -3.4% 0.09% $12,990,716
Voss Capital, LP 1.4% 1,625,000 -63% 0.55% $10,318,750
CenterBook Partners LP 1.1% 1,245,337 +21% 0.39% $7,907,890
FORMULA GROWTH LTD 1% 1,205,082 +22% 2.9% $7,652,271
Onex Canada Asset Management Inc. 0.98% 1,144,440 -5.4% 1% $7,267,209
GEODE CAPITAL MANAGEMENT, LLC 0.96% 1,117,820 +0.28% 0% $7,099,529
EMERALD ADVISERS, LLC 0.84% 975,704 +0.45% 0.19% $6,195,720
UBS Group AG 0.82% 955,867 +1709% 0% $6,069,756
CAS Investment Partners, LLC 0.81% 942,397 -5.8% 0.26% $5,984,221
STATE STREET CORP 0.81% 940,210 +1.5% 0% $5,970,334
Ewing Morris & Co. Investment Partners Ltd. 0.72% 841,342 0% 2.4% $5,408,014
SILVERCREST ASSET MANAGEMENT GROUP LLC 0.7% 810,574 +40% 0.04% $5,147,145
Roubaix Capital, LLC 0.59% 684,028 +44% 1.9% $4,343,578
EMERALD MUTUAL FUND ADVISERS TRUST 0.55% 642,554 0% 0.2% $4,080,218
RICE HALL JAMES & ASSOCIATES, LLC 0.45% 528,648 -5.5% 0.18% $3,356,915
GOLDMAN SACHS GROUP INC 0.41% 479,701 -43% 0% $3,046,102

Institutional Holders of Latham Group, Inc. - Common Stock (SWIM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 106,243,934 $674,709,198 -$10,341,203 $6.35 147
2025 Q3 113,462,264 $863,463,152 -$11,601,701 $7.61 137
2025 Q2 115,146,675 $734,642,541 +$18,219,714 $6.38 125
2025 Q1 112,270,145 $724,943,424 -$235,596 $6.43 129
2024 Q4 111,180,234 $773,813,224 +$46,024,573 $6.96 138
2024 Q3 37,118,102 $252,420,999 +$55,124,844 $6.80 128
2024 Q2 31,058,067 $94,109,405 -$472,388 $3.03 104
2024 Q1 28,887,221 $114,399,145 +$3,353,311 $3.96 100
2023 Q4 29,997,220 $78,909,936 -$2,871,733 $2.63 107
2023 Q3 30,976,366 $86,713,923 -$7,794,744 $2.80 106
2023 Q2 32,982,686 $122,372,079 +$1,998,000 $3.71 99
2023 Q1 32,659,231 $93,369,240 -$2,799,368 $2.86 108
2022 Q4 33,424,953 $107,623,924 -$11,120,816 $3.22 124
2022 Q3 36,335,393 $130,472,622 -$17,495,534 $3.59 123
2022 Q2 37,537,083 $260,246,389 -$48,226,482 $6.93 119
2022 Q1 42,782,260 $566,914,580 +$146,904,923 $13.24 101
2021 Q4 28,360,158 $709,776,723 +$72,944,667 $25.03 74
2021 Q3 25,754,656 $422,522,832 -$172,083,607 $16.40 65
2021 Q2 28,748,456 $918,804,434 +$918,784,434 $31.96 86