Boardroom Alpha
Activist profile

Impactive Capital

Campaigns
4
Proxy fights
1
Settlements
3
Directors placed
7
Style
Deal-maker

Impactive Capital is a New York–based, value-oriented activist investment firm that partners with public company boards and management teams to drive long-term value creation through improved governance, disciplined capital allocation, and operational focus. The firm targets high-quality businesses where strategic clarity and accountability can unlock significant upside, and it is known for constructive engagement backed by deep industry research, a strong ownership mindset, and a willingness to pursue board-level change when performance and governance fall short.

Recent activity

Notable Campaigns

YearTickerTargetType
2026WEXWex IncProxy fight
2025VACMarriott Vacations Worldwide CorpCooperation agreement
2023ENVEnvestnet IncCooperation agreement
2019AVIDAvid Technology IncCooperation agreement

Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →

Current positions

Top Holdings

Q ending Mar 31, 2026
TickerCompany% of floatPosition value
VACMarriott Vacations Worldwide Corp
12.0%
$269M
ABGAsbury Automotive Group Inc
5.76%
$210M
WEXWex Inc
4.92%
$261M
SLMSlm Corp
4.15%
$167M
LRNStride Inc
2.62%
$98M

Full portfolio, position changes by quarter, and overlap with Impactive’s likely next targets inside the platform →

Last 12 months

Recent SEC Filings

Proxy contest
Portfolio (13F)
Voting (N-PX)

Full filings history with parsed positions, voting records, and dissident-proxy timelines inside the platform →

View all filings on SEC EDGAR ↗
Inside Boardroom Alpha

The full Impactive Capital profile

  • Daily-rescored target prediction from the activist's current 13F overlap
  • Full detail on every activist board nominee and the election or settlement result
  • Per-campaign effectiveness scoring across vote outcomes and concessions
  • Composite influence, vote-strength, and negotiating-leverage scoring
  • Preferred legal counsel, proxy solicitor, and IR/PR provider history