The Analysis of Impactive Capital LP's Holdings


Currently, Impactive Capital LP holds 8 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VAC (+84.0K shares, valued at $4.8M); decreased their positions in IWM (-533.6K shares, valued at $131.4M), WEX (-488.0K shares, valued at $72.7M), CLVT (-13.4M shares, valued at $44.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ABG ASBURY AUTOMOTIVE GROUP INC1.2M shares0.00%2025-12-312026-02-17history
WEX WEX INC1.7M shares-22.23%2026-02-062026-02-09history
VAC MARRIOTT VACATIONS WDWIDE CORP4.1M shares2.08%2025-12-312026-02-17history
WMS ADVANCED DRAIN SYS INC DEL1.5M shares-12.40%2025-12-312026-02-17history
SLM SLM CORP7.2M shares0.00%2025-12-312026-02-17history
ETSY ETSY INC3.0M shares-6.17%2025-12-312026-02-17history
CLVT CLARIVATE PLC23.0M shares-36.78%2026-02-042026-02-06history
IWM ISHARES TR75.6K shares-87.59%2025-12-312026-02-17history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Impactive Capital LP | TradeFomo