Vanguard's passive 5%+ disclosure is routine for an index fund manager and does not signal activist intent. Monitor future 13G amendments for stake changes, but no immediate catalyst from this filing alone.
Price Chart
Executive Summary
Vanguard Capital Management LLC disclosed a 5.13% passive stake in Hayward Holdings as of September 30, 2026, via a new Schedule 13G filing. This is a routine passive investment disclosure by a major index fund manager, filed two days after the company reported strong Q3 earnings with raised guidance.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed a new Schedule 13G disclosing beneficial ownership of 10,888,168 shares of Hayward Holdings common stock.
- The stake represents 5.13% of shares outstanding as of September 30, 2026.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose or effect of changing or influencing control.
- This is a new 13G filing; no prior Vanguard 13G for Hayward appears in the cross-filing context.
- The filing follows Hayward's Q3 2026 earnings release on October 28, 2026, which showed net sales up 6% YoY and adjusted EPS up 29% YoY, both above consensus.
Financial Impact
5.13% stake valued at approximately $159 million based on $3.1B market cap
Risk Factors
- No activist or control intent indicated; passive filing limits read-through.
- Stake size just above 5% threshold; modest conviction signal.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001612 |
| Document: 0002100119-26-001612-index.html | 0002100119-26-001612 |
| Document: 0002100119-26-001612.txt | 0002100119-26-001612 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | 144 | $15.66 | awaiting T+1 | awaiting T+1 | $16.12 (+2.94%) |
Oct 30, 2026 2d ago | SC 13G | $15.94 | awaiting T+1 | awaiting T+1 | $16.12 (+1.16%) |
Oct 29, 2026 3d ago | 144 | $15.57 $16.12 | ▲ +3.53% | ▲ +5.31% | $16.12 (+3.53%) |
Oct 28, 2026 4d ago | 8-K | $14.79 $15.57 | ▲ +5.27% | ▲ +5.66% | $16.12 (+8.99%) |
Oct 15, 2026 17d ago | 144 | $11.74 $11.83 | ▲ +0.77% | ▲ +1.87% | $16.12 (+37.31%) |
Oct 13, 2026 19d ago | 3 | $11.51 $11.74 | ▲ +2.00% | ▲ +1.71% | $16.12 (+40.05%) |
Sep 15, 2026 6w ago | 144 | $12.75 $12.93 | ▲ +1.41% | ▲ +1.85% | $16.12 (+26.43%) |
Jun 23, 2026 18w ago | 8-K | $15.76 $16.18 | ▲ +2.67% | ▲ +2.52% | $16.12 (+2.28%) |
Feb 25, 2026 35w ago | 8-K | $14.99 $15.78 | ▲ +5.27% | ▲ +5.82% | $16.12 (+7.54%) |
US Market Status
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