Generalist · New York City, NY
Impactive Capital
Q1 2023 · compared with Q4 2022
Filed as Impactive Capital LP
- Software
- $387M
- Weight of 13F
- 15.7%
- Names
- 1
- Net bought
- −$21.9M
Filed 15 May 2023 · SEC filing.
9 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20262 names$368M+$5.2M
- Q1 20262 names$346M+$74.2M
- Q4 20251 name$327MFlat
- Q3 20251 name$346M−$29.4M
- Q2 20251 name$352M−$2.2M
- Q1 20251 name$378M+$51.4M
- Q4 20241 name$371M−$11.5M
- Q3 20241 name$455M+$34.1M
- Q2 20241 name$351M−$30.2M
- Q1 20241 name$500MFlat
- Q4 20231 name$410MFlat
- Q3 20231 name$396MFlat
- Q2 20231 name$383MFlat
- Q1 20231 name$387M−$21.9M
- Q4 20221 name$367M+$10.5M
- Q3 20221 name$274M+$4.4M
- Q2 20221 name$331M+$31.1M
- Q1 20221 name$349M+$120M
- Q4 20211 name$154M+$67.0M
- Q3 20211 name$126M+$31.7M
- Q2 20211 name$108M+$45.1M
- Q1 20211 name$70.9M+$69.0M
- Q4 20200 names$0—
- Q3 20200 names$0—
- Q2 20200 names$0—
- Q1 20200 names$0—
- Q4 20190 names$0—
What moved the book
The five software lines with the largest share change this quarter.