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Impactive Capital LP

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13F filer, CIK 1786767, NEW YORK CITY, NY

Impactive Capital LP reported $1,401,398,145 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001786767-26-000004

Period
2026-06-30
Reported value
$1.4B
Holdings
8
Top 10 weight
100%
New
0
Sold out
2

Part of the filer group Impactive Capital LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LRNadded+190,269$16.4M
GTLBadded+242,228$7.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SLMreduced-2,514,630-$65.2M
CARTexited-1,573,012-$58.9M
ICLRexited-450,540-$49.9M
IWMreduced-149,303-$44.9M
WMSreduced-73,702-$11.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001786767-26-000004, largest first. % of portfolio is the value over $1,401,398,145, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,129,984 shares; 2026Q2: 4,129,984 shares 4,129,984$421M30.02%0Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,707,253 shares; 2026Q2: 1,707,253 shares 1,707,253$241M17.19%0Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,072,684 shares; 2026Q2: 1,038,679 shares 1,038,679$209M14.9%-34,005Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,822,564 shares; 2026Q2: 5,307,934 shares 5,307,934$138M9.83%-2,514,630Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,914,996 shares; 2026Q2: 4,157,224 shares 4,157,224$127M9.06%+242,228Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 856,492 shares; 2026Q2: 782,790 shares 782,790$123M8.77%-73,702Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,113,367 shares; 2026Q2: 1,303,636 shares 1,303,636$112M8.02%+190,269Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 252,486 shares; 2026Q2: 103,183 shares 103,183$31M2.21%-149,303Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CARTMAPLEBEAR INC1,573,012$58.9Mshares
ICLRICON PUB LTD CO450,540$49.9Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001786767-26-000004 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
Form 4 0000921895-26-002709 WEX Inc.2026-10-02
13F-HR 0001786767-26-000004 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001786767-26-000003 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set