Impactive Capital LP

CIK 0001786767 · Q1 2026

13F Equity AUM

$1.4B

-12.2% QoQ

Positions

+2 QoQ

AUM Rank

#2,283

Top 18%

Skill Alpha (FF)

-10.9%/yr^ns

No Clear Edge

Rank #8,006 · Top 97%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 74.3%Top 10: 100.0%Top 20: 100.0%

VAC19.5%

WEX18.9%

AWG15.2%

SLM12.1%

WMS8.5%

LRN7.1%

GTLB6.1%

IWM4.5%

CART4.3%

ICLR3.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology25.1%

Consumer Cyclical23.8%

Financial Services16.7%

Consumer Discretionary15.2%

Industrials8.5%

Consumer Defensive7.1%

Healthcare3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 10Median: 7.82%Avg: 10.00%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

3(12.4%)

5%+

7(87.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 10Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.3%

MORGAN STANLEY

0.2%

JPMORGAN CHASE & CO

0.2%

BANK OF AMERICA CORP /DE/

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

STATE STREET CORP

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

FMR LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased2Decreased3Exited2

New Positions

LRN7.1%

+1.1M

GTLB6.1%

+3.9M

CART4.3%

+1.6M

ICLR3.6%

+451K

Increased

SLM12.1%

+598K(+8%)

IWM4.5%

+177K(+234%)

Decreased

WMS8.5%

-601,254(-41%)

WEX18.9%

-488,000(-22%)

AWG15.2%

-174,343(-14%)

Exited

ETSY

-3,042,874

CLVT

-36,413,920

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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