🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Hayward Holdings, Inc.

HAYW Industrials
$14.79 +$0.22 (1.51%)
Market Cap: $3.21 B
Gurus Holding
6
Popularity Rank
#1362
% of Shares Held
2.85%
Net Activity (Q1 2026)
-$23.46 M

Guru Ownership Trend

Guru Analysis for Hayward Holdings, Inc. (HAYW)

Hayward Holdings, Inc. (HAYW), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $91.36 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Notably, Michael Dell has expressed high conviction in this stock, allocating 5.89% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $23.46 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Joel Greenblatt reduced exposure by 36.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$4.42 M
Total Buy Value
New Buys 1
Additions 1
-$27.88 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Hayward Holdings, Inc. (HAYW)

Major holders include Cliff Asness ($42.33 M), Joel Greenblatt ($22.01 M), Renaissance Technologies (RenTech) ($11.84 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 6.18 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $23.46 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited HAYW. The total reported sell value was $27.88 M.

Yes, 1 managers opened new positions in HAYW, and 1 increased their existing holdings. The total reported buy value was $4.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -24.0% 3,184,257 $42.33 M Q1 2026
0.07% Reduce -36.6% 1,644,729 $22.01 M Q1 2026
0.02% Add 44.9% 884,747 $11.84 M Q1 2026
5.89% 384,229 $5.14 M Q1 2026
0.00% New Buy 55,990 $749,146 Q1 2026
0.00% 22,956 $307,151 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form