Impactive Capital LP
Net seller this quarter
$1.4B
7
-$213M
97.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VAC | $421M | 30.02% | 12.01% | Not reported | Q1 2024 |
 WEX | $241M | 17.19% | 4.98% | Not reported | Q1 2021 |
 ABG | $209M | 14.90% | 5.58% | -3.2% | Q4 2019 |
 SLM | $138M | 9.83% | 2.82% | -32.2% | Q4 2019 |
 GTLB | $127M | 9.06% | Not reported | +6.2% | Q1 2026 |
 WMS | $123M | 8.77% | 1.10% | -8.6% | Q1 2020 |
 LRN | $112M | 8.02% | 3.14% | +17.1% | Q1 2026 |
| Q1 2026 | |||||
| VAC | $269M | 19.50% | 12.03% | Not reported | Q1 2024 |
| WEX | $261M | 18.95% | 4.92% | -22.2% | Q1 2021 |
| ABG | $210M | 15.20% | 5.57% | -14.0% | Q4 2019 |
| SLM | $167M | 12.14% | 4.15% | +8.3% | Q4 2019 |
| WMS | $117M | 8.52% | 1.18% | -41.3% | Q1 2020 |
| LRN | $98.2M | 7.12% | 2.62% | New | Q1 2026 |
| GTLB | $84.7M | 6.14% | Not reported | New | Q1 2026 |
 CART | $58.9M | 4.27% | 0.66% | New | Q1 2026 |
 ICLR | $49.9M | 3.62% | 0.59% | New | Q1 2026 |
| Q4 2025 | |||||
| WEX | $327M | 20.82% | 6.40% | Not reported | Q1 2021 |
| ABG | $290M | 18.46% | 6.41% | Not reported | Q4 2019 |
| VAC | $238M | 15.17% | 12.10% | +2.1% | Q1 2024 |
| WMS | $211M | 13.44% | 2.00% | -12.4% | Q1 2020 |
| SLM | $196M | 12.45% | 3.56% | Not reported | Q4 2019 |
 ETSY | $169M | 10.74% | 3.14% | -6.2% | Q2 2024 |
 CLVT | $122M | 7.74% | 5.68% | -15.4% | Q4 2022 |
| Q3 2025 | |||||
| WEX | $346M | 16.62% | 6.40% | -8.4% | Q1 2021 |
| ABG | $305M | 14.65% | 6.34% | Not reported | Q4 2019 |
| VAC | $269M | 12.95% | 11.69% | Not reported | Q1 2024 |
| WMS | $231M | 11.10% | 2.29% | Not reported | Q1 2020 |
| ETSY | $215M | 10.35% | 3.29% | -8.7% | Q2 2024 |
 CNXC | $202M | 9.71% | 7.03% | Not reported | Q4 2022 |
| SLM | $200M | 9.61% | 3.56% | -10.0% | Q4 2019 |
| CLVT | $165M | 7.92% | 6.50% | Not reported | Q4 2022 |