EMERALD ADVISERS, LLC SWIM — LATHAM GROUP INC

Ownership history in EMERALD ADVISERS, LLC  ·  14 quarters on record

AI Ownership Summary

EMERALD ADVISERS, LLC reported LATHAM GROUP INC (SWIM) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q3. The latest visible filing shows SWIM at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMERALD ADVISERS, LLC's position in LATHAM GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SWIM was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SWIM stock page EMERALD ADVISERS, LLC fund profile EMERALD ADVISERS, LLC full holdings
How EMERALD ADVISERS, LLC held SWIM — position size vs. price
% of Fund (quarterly)    SWIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,006,795 +31,091 +3.2% 0.17% $5.4M 2026-05-04 $5.80
2025 Q4 ADDED — — — 975,704 +4,356 +0.4% 0.19% $6.2M 2026-02-09 $6.65
2025 Q3 REDUCED — — — 971,348 -10,989 -1.1% 0.24% $7.4M 2025-10-30 $7.25
2025 Q2 ADDED — — — 982,337 +688,582 +234.4% 0.23% $6.3M 2025-08-04 $6.74
2025 Q1 ADDED — — — 293,755 +257,846 +718.1% 0.09% $1.9M 2025-05-01 $5.65
2024 Q4 REDUCED 44.1% -7.6% ✅ 35,909 -28,329 -44.1% 0.01% $250K 2025-02-11 $6.75
2024 Q2 REDUCED 39.3% +124.4% ❌ 64,238 -41,521 -39.3% 0.01% $195K 2024-08-06 $3.11
2024 Q1 ADDED — — — 105,759 +35,781 +51.1% 0.02% $419K 2024-05-08 $3.70
2023 Q4 ADDED — — — 69,978 +58,118 +490.0% 0.01% $184K 2024-02-05 $2.32
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SWIM

As of 2026 Q1 — sorted by position size

Roubaix Capital, LLC 3Y 7Y 1.66% AdviceOne Advisory Services, LLC 0.6% CenterBook Partners LP 3Y 0.24% EMERALD MUTUAL FUND ADVISERS TRUST 3Y 7Y 0.17% ELCO Management Co., LLC 3Y 7Y 0.15% WASATCH ADVISORS LP 3Y 7Y 0.09% KEYBANK NATIONAL ASSOCIATION/OH 3Y 7Y 0.08% waypoint wealth counsel 0.03% Covestor Ltd 3Y 0.02% IFP Advisors, Inc 3Y 7Y 0.02%

FAQ About EMERALD ADVISERS, LLC and SWIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has EMERALD ADVISERS, LLC reported owning SWIM?

EMERALD ADVISERS, LLC reported SWIM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SWIM position in EMERALD ADVISERS, LLC's portfolio?

The largest reported portfolio weight for SWIM was 0.24% in 2025 Q3.

What is the latest reported SWIM position on this page?

The most recent filing on this page is 2026 Q1, when EMERALD ADVISERS, LLC reported 1,006,795 shares, equal to 0.17% of portfolio, with an estimated market value of $5.4M.

What does the chart on this SWIM ownership page compare?

The chart compares EMERALD ADVISERS, LLC's quarterly SWIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EMERALD ADVISERS, LLC time their SWIM position?

Based on 13F filing dates vs. subsequent SWIM price moves, EMERALD ADVISERS, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on SWIM relative to SPY over the holding period was -28.4%.

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