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IMPACTIVE CAPITAL LP

AUM: $3.11 B

13-F Portfolio Value: $2.08 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ETSY	ETSY INC	11.26%	3,242,874	$215,294,405	-307,713	-8.67%	$66.39	13F
SLM	SLM CORP	10.46%	7,225,040	$199,989,107	-804,750	-10.02%	$27.68	13F
CNXC	Concentrix Corp	5.87%	3,066,213	$117,129,337	-1,308,912	-29.92%		13D