Monitor for any future conversion to a 13D filing, which would signal activist intent. The incremental increase is modest and consistent with passive portfolio rebalancing.
Price Chart
Executive Summary
Wellington Management Group LLP filed an amended Schedule 13G disclosing a 10.2% passive stake in Latham Group, Inc. as of September 30, 2026, up from 9.7% in the prior filing. The increase reflects growing institutional conviction, though the filing remains passive with no activist intent.
Key Financial Metrics
Key Facts
- Wellington Management Group LLP reported beneficial ownership of 12,030,278 shares of Latham Group common stock as of September 30, 2026.
- The stake represents 10.2% of shares outstanding, up from 9.7% in the May 2026 filing.
- The filing is a passive Schedule 13G/A under Rule 13d-1(b); no activist intent is indicated.
- Wellington Management Company LLP, the investment adviser, directly holds 11,373,680 shares (9.7% of class).
Financial Impact
Wellington increased its stake by approximately 0.5 percentage points (from 9.7% to 10.2%) since the prior filing. No dollar value disclosed.
Risk Factors
- A large institutional holder at 10.2% could influence governance if it shifts to active engagement.
- No specific catalyst or guidance change accompanies this filing.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000902219-26-000318 |
| Document: 0000902219-26-000318-index.html | 0000902219-26-000318 |
| Document: 0000902219-26-000318.txt | 0000902219-26-000318 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 21d ago | SC 13G/A | $6.39 | awaiting T+60 | — | $6.84 (+7.04%) |
Aug 21, 2026 9w ago | 8-K | $7.03 | awaiting T+60 | — | $6.84 (−2.70%) |
Aug 19, 2026 9w ago | 3 | $7.19 | awaiting T+60 | — | $6.84 (−4.87%) |
Jun 11, 2026 19w ago | Institutional Cluster | $5.69 $7.10 | ▲ +24.78% | ▲ +20.38% | $6.84 (+20.21%) |
May 21, 2026 22w ago | Insider Cluster | $5.16 $7.13 | ▲ +38.18% | ▲ +33.88% | $6.84 (+32.56%) |
Mar 20, 2026 31w ago | DEFA14A | $5.55 $5.45 | ▼ −1.80% | ▼ −16.22% | $6.84 (+23.24%) |
Mar 3, 2026 33w ago | Press Release | $7.20 $5.43 | ▼ −24.58% | ▼ −34.67% | $6.84 (−5.00%) |
Mar 3, 2026 33w ago | Press Release | $7.20 $5.43 | ▼ −24.58% | ▼ −34.67% | $6.84 (−5.00%) |
US Market Status
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