The Analysis of Impactive Capital LP's Holdings


Currently, Impactive Capital LP holds 9 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in IWM (+609.2K shares, valued at $147.4M); decreased their positions in WEX (-488.0K shares, valued at $76.9M), CLVT (-20.0M shares, valued at $76.6M), SLM (-804.8K shares, valued at $22.3M); initiated new positions in IWM (+609.2K shares, valued at $147.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ABG ASBURY AUTO GP1.2M shares0.00%2025-09-302025-11-14history
WEX WEX INC1.7M shares-22.23%2026-02-062026-02-09history
VAC MARRIOTT VACATIONS WDWIDE CORP4.0M shares0.00%2025-09-302025-11-14history
WMS ADVANCED DRA SYS1.7M shares0.00%2025-09-302025-11-14history
ETSY ETSY INC3.2M shares-8.67%2025-09-302025-11-14history
CNXC CONCENTRIX CORPORATION4.4M shares0.00%2025-09-302025-11-14history
SLM SLM CORP7.2M shares-10.02%2025-09-302025-11-14history
IWM RUSSELL 2000 INDEX ISHARES609.2K sharesnew addition2025-09-302025-11-14history
Sponsored
CLVT CLARIVATE PLC23.0M shares-46.49%2026-02-042026-02-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available