Who owns Latham Group, Inc. (SWIM)
Which tracked institutional funds hold SWIM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SWIM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
14 tracked funds added or opened SWIM while 40 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SWIM’s largest tracked holder by dollar value, Pamplona Capital Management, LLC, sizes it at 58.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 58.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SWIM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 142 tracked filers holding SWIM, 68 increased or opened the position and 83 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SWIM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- ACK Asset Management LLC$28M
- VANGUARD CAPITAL MANAGEMENT LLC$12M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- VANGUARD FIDUCIARY TRUST CO$2M
- VARCOV Co.$515K
Full exits 8
- VANGUARD GROUP INC$21M
- Driehaus Capital Management LLC$13M
- AYAL Capital Advisors Ltd$2M
- Congruence Capital, LLC$1M
- Fund 1 Investments, LLC$1M
- POLEN CAPITAL MANAGEMENT LLC$714K
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$6M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- D. E. Shaw & Co., Inc.$1M
- Squarepoint Ops LLC$1M
- Man Group plc$659K
Largest trims
- Pamplona Capital Management, LLC$51M
- CITADEL ADVISORS LLC$18M
- FMR LLC$13M
- Voss Capital, LP$8M
- UBS Group AG$5M
- KEYBANK NATIONAL ASSOCIATION/OH$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Pamplona Capital Management, LLC | 51,845,685 | $278M | 41.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,052,324 | $49M | 7.3% | 2026-Q1 |
| ACK Asset Management LLC added | 5,160,000 | $28M | 4.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,092,901 | $22M | 3.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,370,146 | $18M | 2.7% | 2026-Q1 |
| BlackRock, Inc. added | 3,268,908 | $18M | 2.6% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 2,571,488 | $14M | 2.1% | 2026-Q1 |
| FMR LLC trimmed | 2,506,650 | $13M | 2.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,303,379 | $12M | 1.9% | 2026-Q1 |
| FORMULA GROWTH LTD added | 1,255,082 | $7M | 1.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,163,129 | $6M | 0.9% | 2026-Q1 |
| Onex Canada Asset Management Inc. trimmed | 1,124,926 | $6M | 0.9% | 2026-Q1 |
| EMERALD ADVISERS, LLC added | 1,006,795 | $5M | 0.8% | 2026-Q1 |
| STATE STREET CORP added | 948,164 | $5M | 0.8% | 2026-Q1 |
| CAS Investment Partners, LLC trimmed | 928,545 | $5M | 0.8% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 915,084 | $5M | 0.7% | 2026-Q1 |
| CenterBook Partners LP trimmed | 832,709 | $4M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 828,545 | $4M | 0.7% | 2026-Q1 |
| Roubaix Capital, LLC trimmed | 661,037 | $4M | 0.5% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 642,554 | $3M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 590,937 | $3M | 0.5% | 2026-Q1 |
| Ewing Morris & Co. Investment Partners Ltd. trimmed | 579,658 | $3M | 0.5% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 522,671 | $3M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 497,500 | $3M | 0.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 473,765 | $3M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 439,129 | $2M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 431,239 | $2M | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 404,644 | $2M | 0.3% | 2026-Q1 |
| Voss Capital, LP trimmed | 372,988 | $2M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 365,750 | $2M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 362,356 | $2M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 356,800 | $2M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 342,654 | $2M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 340,660 | $2M | 0.3% | 2026-Q1 |
| MORGAN STANLEY added | 199,052 | $1M | 0.2% | 2026-Q1 |
| BloombergSen Inc. trimmed | 192,637 | $1M | 0.2% | 2026-Q1 |
| AdviceOne Advisory Services, LLC | 184,148 | $989K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 165,614 | $889K | 0.1% | 2026-Q1 |
| Round Rock Advisors LLC added | 164,558 | $884K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 149,505 | $803K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 146,105 | $785K | 0.1% | 2026-Q1 |
| Man Group plc added | 144,795 | $778K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 120,632 | $648K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 116,853 | $628K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 114,017 | $612K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 118,127 | $611K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 113,211 | $608K | 0.1% | 2026-Q1 |
| Cullen Capital Management, LLC added | 107,394 | $577K | 0.1% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 100,972 | $542K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 100,972 | $542K | 0.1% | 2026-Q1 |
| VARCOV Co. new | 95,988 | $515K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 94,962 | $510K | 0.1% | 2026-Q1 |
| Swiss National Bank | 90,200 | $484K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 88,329 | $474K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 87,493 | $470K | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 84,797 | $455K | 0.1% | 2026-Q1 |
| Magnetar Financial LLC new | 77,515 | $416K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 75,866 | $407K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 69,733 | $374K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 69,281 | $372K | 0.1% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. new | 63,702 | $342K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 53,664 | $341K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 60,329 | $324K | 0.0% | 2026-Q1 |
| Numerai GP LLC new | 60,079 | $323K | 0.0% | 2026-Q1 |
| Walleye Capital LLC added | 59,527 | $320K | 0.0% | 2026-Q1 |
| ELCO Management Co., LLC trimmed | 58,104 | $312K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 54,960 | $295K | 0.0% | 2026-Q1 |
| Gem Investment Advisors, LLC | 54,078 | $290K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 51,626 | $277K | 0.0% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP new | 50,874 | $273K | 0.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 45,145 | $242K | 0.0% | 2026-Q1 |
| WYNNCHURCH CAPITAL PARTNERS IV, L.P. trimmed | 5,883,771 | $45M | 6.7% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 3,229,247 | $21M | 3.1% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 2,045,782 | $13M | 2.0% | 2025-Q4 stale |
| KENNEDY CAPITAL MANAGEMENT LLC added | 614,799 | $4M | 0.6% | 2025-Q1 stale |
| Advantage Alpha Capital Partners LP trimmed | 494,223 | $4M | 0.6% | 2025-Q3 stale |
| Atom Investors LP added | 478,571 | $3M | 0.5% | 2025-Q2 stale |
| AYAL Capital Advisors Ltd trimmed | 300,000 | $2M | 0.3% | 2025-Q4 stale |
| 4D Advisors, LLC trimmed | 265,000 | $2M | 0.3% | 2025-Q1 stale |
| Congruence Capital, LLC new | 201,243 | $1M | 0.2% | 2025-Q4 stale |
| Fund 1 Investments, LLC trimmed | 175,162 | $1M | 0.2% | 2025-Q4 stale |
| NATIXIS ADVISORS, LLC trimmed | 131,184 | $844K | 0.1% | 2025-Q1 stale |
| Rock Creek Group, LP trimmed | 100,000 | $761K | 0.1% | 2025-Q3 stale |
| BOSUN ASSET MANAGEMENT, LLC trimmed | 119,217 | $761K | 0.1% | 2025-Q2 stale |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 112,388 | $714K | 0.1% | 2025-Q4 stale |
| Calamos Advisors LLC added | 87,036 | $662K | 0.1% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 93,963 | $597K | 0.1% | 2025-Q4 stale |
| Gitterman Wealth Management, LLC added | 72,789 | $554K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC added | 83,719 | $532K | 0.1% | 2025-Q4 stale |
| Voleon Capital Management LP new | 59,672 | $454K | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 61,000 | $387K | 0.1% | 2025-Q4 stale |
| ABS Direct Equity Fund LLC trimmed | 50,000 | $380K | 0.1% | 2025-Q3 stale |
| FRANKLIN RESOURCES INC trimmed | 58,441 | $373K | 0.1% | 2025-Q2 stale |
| Shay Capital LLC added | 56,000 | $360K | 0.1% | 2025-Q1 stale |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 50,236 | $323K | 0.0% | 2025-Q1 stale |
| Thrivent Financial for Lutherans trimmed | 47,202 | $303K | 0.0% | 2025-Q1 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 45,455 | $289K | 0.0% | 2025-Q4 stale |
| Brooklyn Investment Group new | 42,183 | $263K | 0.0% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 38,597 | $248K | 0.0% | 2025-Q1 stale |
| Jump Financial, LLC added | 39,000 | $248K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.