Impactive Capital LP WMS ADVANCED DRA SYS

Ownership history in Impactive Capital LP  ·  5 quarters on record

AI Ownership Summary

Impactive Capital LP reported ADVANCED DRA SYS (WMS) in 5 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 13.44% in 2025 Q4. The latest visible filing shows WMS at 13.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Impactive Capital LP's position in ADVANCED DRA SYS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMS was reported at 13.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.44% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Impactive Capital LP held WMS — position size vs. price
% of Fund (quarterly)    WMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12.4% -5.2% 1,457,746 -206,253 -12.4% 13.44% $211.1M 2026-02-14 (Est.) $170.80
2025 Q3 UNCHANGED 1,663,999 0% 11.10% $230.8M 2025-11-14 $143.92
2025 Q2 ADDED 1,663,999 +984,815 +145.0% 8.61% $191.1M 2025-08-14 $138.81
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Impactive Capital LP and WMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Impactive Capital LP reported owning WMS?

Impactive Capital LP reported WMS across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported WMS position in Impactive Capital LP's portfolio?

The largest reported portfolio weight for WMS was 13.44% in 2025 Q4.

What is the latest reported WMS position on this page?

The most recent filing on this page is 2025 Q4, when Impactive Capital LP reported 1,457,746 shares, equal to 13.44% of portfolio, with an estimated market value of $211.1M.

What does the chart on this WMS ownership page compare?

The chart compares Impactive Capital LP's quarterly WMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Impactive Capital LP time their WMS position?

Based on 13F filing dates vs. subsequent WMS price moves, Impactive Capital LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WMS relative to SPY over the holding period was +62.6%.

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