Impactive Capital LP

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...