SWIM · Latham Group, Inc. · Shareholders & Ownership

$7.85 -0.07 (-0.88%) At close · Nov 6 Play latest call Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$924.34M

117.75M

Volume · Nov 6 870.4K Avg daily vol (3M) 919.05K

Every disclosed holder of SWIM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SWIM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	139	107,717,765	91.48%	Yes
Insiders (Forms 3, 4, 5)	17	21,409,695	18.18%	Yes
13D/G-only blocks	3	56,368,264	47.87%	Yes
Remaining	—	67,745,154	-57.53%	Negative
Registered funds (N-PORT, not summed)	145	14,952,991	12.70%	No

Shares outstanding: 117,750,570, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SWIM

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Pamplona Capital Management, LLC 13F CIK 1554913 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,845,685	44.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Pamplona Capital Partners V, L.P. 13G CIK 1844374 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, unconfirmed, last confirmed Dec 31, 2023	51,845,685	44.03%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, unconfirmed, last confirmed Dec 31, 2023
3	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	12,030,278	10.22%	+666,229	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,364,049	9.65%	+2,201,843	Jun 30, 2026	carried, not yet filed for the newest quarter
4	ACK Asset Management LLC 13F CIK 1510940 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,660,000	4.81%	+500,000	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Rajeski Scott Michael Insider CIK 1834472 · Mar 15, 2025 Director, CHIEF EXECUTIVE OFFICER, issuer-wide	4,823,573	4.10%	-36,187	Mar 15, 2025	Director, CHIEF EXECUTIVE OFFICER, issuer-wide
6	Voss Capital, LP 13G CIK 1730145 · Unknown · Sep 30, 2025 Rule 13d-1(c), passive investor	4,500,000	3.82%	-1,466,715	Sep 30, 2025	Rule 13d-1(c), passive investor
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	4,145,608	3.52%	+353,756	Sep 30, 2026
7.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	802,406	0.68%	+57,275	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	469,287	0.40%	+29,938	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	407,694	0.35%	+34,607	Jul 31, 2026	Dimensional ETF Trust, not summed
7.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	362,057	0.31%	-19,182	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	340,616	0.29%	+55,348	Jul 31, 2026	Dimensional ETF Trust, not summed
8	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,637,085	3.09%	+368,177	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,321,952	1.12%	+139,691	Jun 30, 2026	iShares Trust, not summed
8.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	477,932	0.41%	+432,577	Jun 30, 2026	iShares Trust, not summed
8.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	174,085	0.15%	+49,001	Jun 30, 2026	iShares Trust, not summed
8.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	87,235	0.07%	+20,856	Jun 30, 2026	Quantitative Master Series LLC, not summed
8.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	74,546	0.06%	+12,879	Jul 31, 2026	iShares Trust, not summed
9	KEYBANK NATIONAL ASSOCIATION/OH 13F CIK 1089877 · Bank · Sep 30, 2026	3,386,177	2.88%	-706,731	Sep 30, 2026
10	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,340,116	2.84%	-329,474	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Fidelity Series Small Cap Core Fund Fund S000077859 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	667,000	0.57%	-55,800	Jul 31, 2026	Fidelity Concord Street Trust, not summed
10.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	562,271	0.48%	+72,347	Jul 31, 2026	Fidelity Salem Street Trust, not summed
10.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	321,430	0.27%	+43,730	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
10.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	236,172	0.20%	+4,261	Aug 31, 2026	Fidelity Concord Street Trust, not summed
10.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	94,138	0.08%	+13,001	Aug 31, 2026	Fidelity Concord Street Trust, not summed
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,244,614	1.91%	-58,765	Jun 30, 2026	carried, not yet filed for the newest quarter
12	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,863,932	1.58%	-660,427	Sep 30, 2026
12.1	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	927,196	0.79%	-280,118	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
12.2	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	551,591	0.47%	-211,917	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,657,076	1.41%	-81,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Laven Mark Phillip Insider CIK 1834448 · May 1, 2026 Director, issuer-wide	1,544,657	1.31%	+17,677	May 1, 2026	Director, issuer-wide
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	1,476,586	1.25%	+138,232	Sep 30, 2026
16	FORMULA GROWTH LTD 13F CIK 1093219 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,375,082	1.17%	+120,000	Jun 30, 2026	carried, not yet filed for the newest quarter
17	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,303,746	1.11%	+475,201	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Onex Canada Asset Management Inc. 13F CIK 905790 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,172,434	1.00%	+47,508	Jun 30, 2026	carried, not yet filed for the newest quarter
19	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,066,158	0.91%	+117,994	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,400	0.01%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
19.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,435	0.00%	+465	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
20	CAS Investment Partners, LLC 13F CIK 1697591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	922,639	0.78%	-5,906	Jun 30, 2026	carried, not yet filed for the newest quarter
21	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	872,522	0.74%	-42,562	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Roubaix Capital, LLC 13F CIK 1769700 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	812,601	0.69%	+151,564	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Cline James E Insider CIK 1430183 · May 19, 2026 Director, issuer-wide	767,861	0.65%	+50,000	May 19, 2026	Director, issuer-wide
24	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	747,843	0.64%	+225,172	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Rice Hall James Micro Cap Portfolio Fund S000005702 · Registered fund · Oct 31, 2025 ADVISORS' INNER CIRCLE FUND, not summed	27,300	0.02%	-400	Oct 31, 2025	ADVISORS' INNER CIRCLE FUND, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	595,323	0.51%	+4,386	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	99,630	0.08%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
25.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	81,040	0.07%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
25.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	73,481	0.06%	+43,823	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
25.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	47,152	0.04%	+20,295	Jul 31, 2026	Goldman Sachs Trust, not summed
25.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,640	0.01%	+8,392	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
26	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	574,790	0.49%	+234,130	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Polar Asset Management Partners Inc. 13F CIK 1326389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,700	0.47%	+558,700	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Cowley Joshua D. Insider CIK 1854167 · Mar 15, 2025 CHIEF COMMERCIAL OFFICER, issuer-wide	556,145	0.47%	-14,426	Mar 15, 2025	CHIEF COMMERCIAL OFFICER, issuer-wide
29	Gloe Oliver C. Insider CIK 1998749 · May 20, 2026 CHIEF FINANCIAL OFFICER, issuer-wide	540,758	0.46%	+15,050	May 20, 2026	CHIEF FINANCIAL OFFICER, issuer-wide
30	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,204	0.45%	+55,439	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	524,292	0.45%	+14,245	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	506,775	0.43%	+141,025	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Victory Integrity Discovery Fund Fund S000046401 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	122,000	0.10%	+51,600	Jun 30, 2026	Victory Portfolios, not summed
32.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	5,766	0.00%	+117	Jul 31, 2026	Victory Portfolios III, not summed
33	CenterBook Partners LP 13F CIK 1872738 · Registered investment adviser · Sep 30, 2026	483,092	0.41%	-395,558	Sep 30, 2026
34	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	463,456	0.39%	—	Aug 31, 2026	American Century ETF Trust, not summed
35	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,900	0.38%	-44,600	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	436,136	0.37%	+31,492	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	27,376	0.02%	+2,135	Jun 30, 2026	Northern Funds, not summed
37	Sheller Patrick M Insider CIK 1539134 · Mar 15, 2026 GENERAL COUNSEL & SECRETARY, issuer-wide	434,238	0.37%	-9,943	Mar 15, 2026	GENERAL COUNSEL & SECRETARY, issuer-wide
38	Bahl Sanjeev Insider CIK 1907232 · Mar 15, 2026 CHIEF OPERATING OFFICER, issuer-wide	428,339	0.36%	-9,970	Mar 15, 2026	CHIEF OPERATING OFFICER, issuer-wide
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	419,078	0.36%	+56,722	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	221,361	0.19%	-1,968	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	126,829	0.11%	+17,128	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	50,319	0.04%	+29,678	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,271	0.02%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40	Dhruv Kaushal Bhikhesh Insider CIK 1834379 · Mar 15, 2026 CIO & CISO, issuer-wide	396,511	0.34%	-6,485	Mar 15, 2026	CIO & CISO, issuer-wide
41	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	351,654	0.30%	-290,900	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	351,654	0.30%	0	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
42	WC PARTNERS EXECUTIVE IV, L.P. Insider CIK 1627553 · Mar 14, 2025 10% Owner, issuer-wide	332,818	0.28%	-105,250	Mar 14, 2025	10% Owner, issuer-wide
43	BloombergSen Inc. 13F CIK 1484047 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	329,187	0.28%	+136,550	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Kennondale Capital Management LLC 13F CIK 2055199 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	322,229	0.27%	+322,229	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	316,640	0.27%	-26,014	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Emerald Growth Fund Fund S000093696 · Registered fund · Aug 31, 2026 RBB Fund, Inc., not summed	301,654	0.26%	-50,000	Aug 31, 2026	RBB Fund, Inc., not summed
47	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	297,733	0.25%	-141,396	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	296,470	0.25%	+41,261	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	227,040	0.19%	+80,935	Jun 30, 2026	carried, not yet filed for the newest quarter
50	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	212,630	0.18%	-144,170	Jun 30, 2026	carried, not yet filed for the newest quarter

30 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 229 holders

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Key facts CIK 1833197 CUSIP 51819L107 13F (30d) 57 filings 45 filers Visit website Investor relations