SWIM Institutional Ownership
Latham Group, Inc.
1W: +8.4%
1M: +10.1%
3M: +21.7%
YTD: +8.1%
1Y: -14.3%
3Y: +179.2%
5Y: -49.5%
$6.84
+0.16 (+2.40%)
After Hours: $6.38 (-0.46, -6.65%)
Weekly Expected Move ±4.5%
$6
$6
$7
$7
$7
Credit Risk of going bust: higher than 62% of companies Debt: 28.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.23 (down 97%), Latham Group, Inc. would be worth roughly what it owes.
Total debt $311.0M against a stock market value of $785.9M.
Distance to default 4.08 (Merton model): prices to 2026-10-26, balance sheet 2026-06-27, debt counted $141.5M (short-term plus half of long-term), stock volatility 52.2%; Altman Z 1.93. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.23 (down 97%), Latham Group, Inc. would be worth roughly what it owes.
Total debt $311.0M against a stock market value of $785.9M.
Distance to default 4.08 (Merton model): prices to 2026-10-26, balance sheet 2026-06-27, debt counted $141.5M (short-term plus half of long-term), stock volatility 52.2%; Altman Z 1.93. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SWIM
163
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$707M
Total Invested
24
New Positions
54
Increased
66
Reduced
26
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WASATCH ADVISORS LP | 1,863,932 | $13M | -660,427 | -26.2% | 3Q | SEC ↗ |
| 2 | FORMULA GROWTH LTD NEW | 1,375,082 | $9M | +1,375,082 | — | 1Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 1,303,746 | $9M | +1,303,746 | — | 1Q | SEC ↗ |
| 4 | STATE STREET CORP NEW | 1,066,158 | $7M | +1,066,158 | — | 1Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC NEW | 595,323 | $4M | +595,323 | — | 1Q | SEC ↗ |
| 6 | CALIFORNIA STATE TEACHERS RETIREMENT S | 542,231 | $4M | +497,949 | +1124.5% | 2Q | SEC ↗ |
| 7 | RENAISSANCE TECHNOLOGIES LLC NEW | 452,900 | $3M | +452,900 | — | 1Q | SEC ↗ |
| 8 | AdviceOne Advisory Services, LLC NEW | 184,148 | $1M | +184,148 | — | 1Q | SEC ↗ |
| 9 | IFP Advisors, Inc | 149,503 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 10 | Cullen Capital Management, LLC NEW | 123,530 | $845K | +123,530 | — | 1Q | SEC ↗ |
| 11 | Atria Investments, Inc NEW | 103,028 | $705K | +103,028 | — | 1Q | SEC ↗ |
| 12 | Inspire Investing, LLC NEW | 102,450 | $701K | +102,450 | — | 1Q | SEC ↗ |
| 13 | FOX RUN MANAGEMENT, L.L.C. NEW | 58,290 | $399K | +58,290 | — | 1Q | SEC ↗ |
| 14 | Schonfeld Strategic Advisors LLC NEW | 30,715 | $210K | +30,715 | — | 1Q | SEC ↗ |
| 15 | Walleye Capital LLC | 26,830 | $184K | -32,697 | -54.9% | 2Q | SEC ↗ |
| 16 | Plancorp, LLC NEW | 21,814 | $149K | +21,814 | — | 1Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN NEW | 18,211 | $125K | +18,211 | — | 1Q | SEC ↗ |
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, | 15,770 | $108K | +433 | +2.8% | 2Q | SEC ↗ |
| 19 | INTECH INVESTMENT MANAGEMENT LLC NEW | 15,506 | $106K | +15,506 | — | 1Q | SEC ↗ |
| 20 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 11,328 | $77K | +11,328 | — | 1Q | SEC ↗ |
| 21 | Jump Financial, LLC NEW | 10,400 | $71K | +10,400 | — | 1Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC NEW | 10,168 | $70K | +10,168 | — | 1Q | SEC ↗ |
| 23 | State of Alaska, Department of Revenue | 6,257 | $43K | — | +0.0% | 2Q | SEC ↗ |
| 24 | Sterling Capital Management LLC NEW | 1,127 | $8K | +1,127 | — | 1Q | SEC ↗ |
| 25 | CoreCap Advisors, LLC | 1,000 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 26 | GAMMA Investing LLC | 663 | $5K | +69 | +11.6% | 3Q | SEC ↗ |
| 27 | Global Retirement Partners, LLC NEW | 380 | $3K | +380 | — | 1Q | SEC ↗ |
| 28 | Bogart Wealth, LLC NEW | 289 | $2K | +289 | — | 1Q | SEC ↗ |
| 29 | Graney & King, LLC | 200 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 30 | Allworth Financial LP NEW | 180 | $1K | +180 | — | 1Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 152 | $1K | -253 | -62.5% | 3Q | SEC ↗ |
| 32 | NISA INVESTMENT ADVISORS, LLC NEW | 113 | $1K | +113 | — | 1Q | SEC ↗ |
| 33 | SIGNATUREFD, LLC NEW | 35 | $0K | +35 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FORMULA GROWTH LTD | 1,375,082 | $9M |
| CITADEL ADVISORS LLC | 1,303,746 | $9M |
| STATE STREET CORP | 1,066,158 | $7M |
| GOLDMAN SACHS GROUP INC | 595,323 | $4M |
| RENAISSANCE TECHNOLOGIES LLC | 452,900 | $3M |
| AdviceOne Advisory Services, LLC | 184,148 | $1M |
| Cullen Capital Management, LLC | 123,530 | $845K |
| Atria Investments, Inc | 103,028 | $705K |
| Inspire Investing, LLC | 102,450 | $701K |
| FOX RUN MANAGEMENT, L.L.C. | 58,290 | $399K |
| Schonfeld Strategic Advisors LLC | 30,715 | $210K |
| Plancorp, LLC | 21,814 | $149K |
| WELLS FARGO & COMPANY/MN | 18,211 | $125K |
| INTECH INVESTMENT MANAGEMENT LLC | 15,506 | $106K |
| NEW YORK STATE COMMON RETIREMENT FU | 11,328 | $77K |
| Jump Financial, LLC | 10,400 | $71K |
| AMERIPRISE FINANCIAL INC | 10,168 | $70K |
| Sterling Capital Management LLC | 1,127 | $8K |
| Global Retirement Partners, LLC | 380 | $3K |
| Bogart Wealth, LLC | 289 | $2K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +497,949 | +1124.5% | 542,231 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +433 | +2.8% | 15,770 |
| GAMMA Investing LLC | +69 | +11.6% | 663 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WASATCH ADVISORS LP | -660,427 | -26.2% | 1,863,932 |
| Walleye Capital LLC | -32,697 | -54.9% | 26,830 |
| Farther Finance Advisors, LLC | -253 | -62.5% | 152 |