Impactive Capital LP

NEW YORK CITY, NY · CIK 1786767 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2018 · limited partnership

Assets managed$1.8bn
Staff11 · 6 in investment roles
Main clients (by assets)Private funds 100%
Private funds3 (3 hedge) · $1.8bn gross assets
Main officeNew York, NY
Websiteimpactivecapital.com
Form ADV · 2026-03-26SEC adviser record

Legal entityImpactive Capital LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 3

$1.4bn reported value +1.6% vs Q1 2026

8positions

100.0%in top 10

0 new 2 added 4 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MARRIOTT VACATIONS WORLDWIDE COM VAC	VAC	4,129,984	$420.8m30.02%	30.02%	Unchanged
2	WEX INC COM WEX	WEX	1,707,253	$240.9m17.19%	17.19%	Unchanged
3	ASBURY AUTOMOTIVE GROUP INC COM ABG	ABG	1,038,679	$208.9m14.90%	14.90%	Reduced -34.0k	-34,005 -3.2%
4	SLM CORP COM SLM	SLM	5,307,934	$137.7m9.83%	9.83%	Reduced -2.5m	-2,514,630 -32.1%
5	GITLAB INC CLASS A COM GTLB	GTLB	4,157,224	$126.9m9.06%	9.06%	Added +242.2k	+242,228 6.2%
6	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	782,790	$122.9m8.77%	8.77%	Reduced -73.7k	-73,702 -8.6%
7	STRIDE INC COM LRN	LRN	1,303,636	$112.4m8.02%	8.02%	Added +190.3k	+190,269 17.1%
8	ISHARES TR RUSSELL 2000 ETF IWM	IWM	103,183	$31.0m2.21%	2.21%	Reduced -149.3k	-149,303 -59.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MAPLEBEAR INC CART	CART	1,573,012	$58.9m1.6m shares
ICON PLC ICLR	ICLR	450,540	$49.9m450.5k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
MARRIOTT VACATIONS WORLDWIDE VAC · 13D · filed 2026-08-20	VAC	9.8%≈ $344.4m	-1.9 pts	13D	2026-08-20

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-08-19	MARRIOTT VACATIONS WORLDWIDE Director · See footnote	VAC	Sold	750,000	$83.6m750.0k shares	-18%