AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis: Impactive Capital LP 13F Filing (Q3 2025)
1. Portfolio Overview
Impactive Capital LP reported a significant contraction in assets under management (AUM) for the quarter ending September 30, 2025. The total portfolio value decreased by 26.6%, dropping from $2.22 billion to $1.63 billion. This reduction in capital is driven by a combination of active portfolio deleveraging—evidenced by the exit of two major positions—and market depreciation of existing ho...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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