Filed: 11/14/2025ACC: 0001786767-25-000008
📋 What this filing means
IMPACTIVE CAPITAL LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $2.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$2.08B
Total AUM (reported)
67.63M
Total Shares
Allocation by class
COM$2.08B100.0%
Portfolio Concentration
Top 3$919.95M44.2%
4–10$1.16B55.8%
Top 3 weight
44.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 67.63M
Sole
Full voting authority
67.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
WEX INC
SOLEShares2.20M
TypeSH
Market value$345.82M
16.62%
Sole
2.20M
Shared
0.00
None
0.00
ASBURY AUTO GP
SOLEShares1.25M
TypeSH
Market value$304.84M
14.65%
Sole
1.25M
Shared
0.00
None
0.00
MARRIOTT VACATIONS WDWIDE CORP
SOLEShares4.05M
TypeSH
Market value$269.30M
12.95%
Sole
4.05M
Shared
0.00
None
0.00
ADVANCED DRA SYS
SOLEShares1.66M
TypeSH
Market value$230.80M
11.10%
Sole
1.66M
Shared
0.00
None
0.00
ETSY INC
SOLEShares3.24M
TypeSH
Market value$215.29M
10.35%
Sole
3.24M
Shared
0.00
None
0.00
CONCENTRIX CORPORATION
SOLEShares4.38M
TypeSH
Market value$201.91M
9.71%
Sole
4.38M
Shared
0.00
None
0.00
SLM CORP
SOLEShares7.23M
TypeSH
Market value$199.99M
9.61%
Sole
7.23M
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares43.03M
TypeSH
Market value$164.79M
7.92%
Sole
43.03M
Shared
0.00
None
0.00
RUSSELL 2000 INDEX ISHARES
SOLEShares609.24K
TypeSH
Market value$147.41M
7.09%
Sole
609.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WEX INCSOLE | COM | 2.20M | SH | $345.82M 16.62% | 2.20M | 0.00 | 0.00 |
ASBURY AUTO GPSOLE | COM | 1.25M | SH | $304.84M 14.65% | 1.25M | 0.00 | 0.00 |
MARRIOTT VACATIONS WDWIDE CORPSOLE | COM | 4.05M | SH | $269.30M 12.95% | 4.05M | 0.00 | 0.00 |
ADVANCED DRA SYSSOLE | COM | 1.66M | SH | $230.80M 11.10% | 1.66M | 0.00 | 0.00 |
ETSY INCSOLE | COM | 3.24M | SH | $215.29M 10.35% | 3.24M | 0.00 | 0.00 |
CONCENTRIX CORPORATIONSOLE | COM | 4.38M | SH | $201.91M 9.71% | 4.38M | 0.00 | 0.00 |
SLM CORPSOLE | COM | 7.23M | SH | $199.99M 9.61% | 7.23M | 0.00 | 0.00 |
CLARIVATE PLCSOLE | COM | 43.03M | SH | $164.79M 7.92% | 43.03M | 0.00 | 0.00 |
RUSSELL 2000 INDEX ISHARESSOLE | COM | 609.24K | SH | $147.41M 7.09% | 609.24K | 0.00 | 0.00 |