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Impactive Capital LP

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

Impactive Capital LP reported $1,379,051,975 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001786767-26-000003

Period
2026-03-31
Reported value
$1.38B
Holdings
10
Top 10 weight
100%
New
4
Sold out
2

Part of the filer group Impactive Capital LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LRNnew+1,113,367$98.2M
GTLBnew+3,914,996$84.7M
CARTnew+1,573,012$58.9M
ICLRnew+450,540$49.9M
IWMadded+176,882$43.9M

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
ETSYexited-3,042,874-$169M
CLVTexited-36,413,920-$122M
WMSreduced-601,254-$82.4M
WEXreduced-488,000-$74.7M
ABGreduced-174,343-$34.1M

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, Q1 2026

Share positions as resolved from 13F-HR 0001786767-26-000003, largest first. % of portfolio is the value over $1,379,051,975, 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; 2024Q2: restricted; 2024Q3: 2,997,717 shares; 2024Q4: 2,683,862 shares; 2025Q1: 3,061,847 shares; 2025Q2: 4,045,984 shares; 2025Q3: 4,045,984 shares; 2025Q4: 4,129,984 shares; 2026Q1: 4,129,984 shares 4,129,984$269M19.5%0Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171,265 shares; 2024Q4: 2,116,618 shares; 2025Q1: 2,409,572 shares; 2025Q2: 2,395,253 shares; 2025Q3: 2,195,253 shares; 2025Q4: 2,195,253 shares; 2026Q1: 1,707,253 shares 1,707,253$261M18.95%-488,000Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926,810 shares; 2024Q4: 1,756,810 shares; 2025Q1: 1,396,649 shares; 2025Q2: 1,247,027 shares; 2025Q3: 1,247,027 shares; 2025Q4: 1,247,027 shares; 2026Q1: 1,072,684 shares 1,072,684$210M15.2%-174,343Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,599,553 shares; 2024Q4: 15,407,300 shares; 2025Q1: 11,044,423 shares; 2025Q2: 8,029,790 shares; 2025Q3: 7,225,040 shares; 2025Q4: 7,225,040 shares; 2026Q1: 7,822,564 shares 7,822,564$167M12.14%+597,524Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663,999 shares; 2025Q3: 1,663,999 shares; 2025Q4: 1,457,746 shares; 2026Q1: 856,492 shares 856,492$117M8.52%-601,254Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,113,367 shares 1,113,367$98.2M7.12%newTimeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,914,996 shares 3,914,996$84.7M6.14%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 609,241 shares; 2025Q4: 75,604 shares; 2026Q1: 252,486 shares 252,486$62.6M4.54%+176,882Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,573,012 shares 1,573,012$58.9M4.27%newTimeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450,540 shares 450,540$49.9M3.62%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ETSYETSY INC3,042,874$169Mshares
CLVTCLARIVATE PLC36,413,920$122Mshares

How Q1 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 0001786767-26-000003 base2026-05-15acceptance time not in the bulk data set