Impactive Capital LP: SLM CORP (SLM): Quarterly 13F Position History
As of Q1 2026, Impactive Capital LP reported 7,822,564 shares of SLM CORP (SLM), worth $167.5M and representing 12.1% of its 13F equity book. Quarter-over-quarter share count change: + 597,524 (+8.3%) . The position first appeared in Q4 2019 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.
- 7,822,564Shares Held (Latest Filing)
- $167.5MReported Market Value (Latest Filing)
- 12.1%Portfolio Weight (% of 13F Equity Book)
- +597,524Quarter-over-Quarter Share Change
- -$28.0MQuarter-over-Quarter Value Change
- 23,544,180Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 7,822,564 | +597,524 | +8.3% | $167.5M | 12.1% | $21.4 |
| Q4 2025 | 7,225,040 | 0 | — | $195.5M | 12.4% | $27.1 |
| Q3 2025 | 7,225,040 | 804,750 | -10.0% | $200.0M | 9.6% | $27.7 |
| Q2 2025 | 8,029,790 | 3,014,633 | -27.3% | $263.3M | 11.9% | $32.8 |
| Q1 2025 | 11,044,423 | 4,362,877 | -28.3% | $324.4M | 14.8% | $29.4 |
| Q4 2024 | 15,407,300 | 2,192,253 | -12.5% | $424.9M | 17.4% | $27.6 |
| Q3 2024 | 17,599,553 | 2,097,847 | -10.7% | $402.5M | 14.9% | $22.9 |
| Q2 2024 | 19,697,400 | 0 | — | $409.5M | 15.9% | $20.8 |
| Q1 2024 | 19,697,400 | 0 | — | $429.2M | 16.2% | $21.8 |
| Q4 2023 | 19,697,400 | 0 | — | $376.6M | 15.5% | $19.1 |
| Q3 2023 | 19,697,400 | 302,600 | -1.5% | $268.3M | 12.0% | $13.6 |
| Q2 2023 | 20,000,000 | 3,544,180 | -15.1% | $326.4M | 13.8% | $16.3 |
| Q1 2023 | 23,544,180 | 0 | — | $291.7M | 11.8% | $12.4 |
| Q4 2022 | 23,544,180 | +950,791 | +4.2% | $390.8M | 17.9% | $16.6 |
| Q3 2022 | 22,593,389 | +2,080,790 | +10.1% | $316.1M | 16.5% | $14.0 |
| Q2 2022 | 20,512,599 | +3,422,036 | +20.0% | $327.0M | 14.8% | $15.9 |
| Q1 2022 | 17,090,563 | +5,178,572 | +43.5% | $313.8M | 13.8% | $18.4 |
| Q4 2021 | 11,911,991 | +1,954,383 | +19.6% | $234.3M | 14.4% | $19.7 |
| Q3 2021 | 9,957,608 | +1,406,738 | +16.5% | $175.3M | 13.8% | $17.6 |
| Q2 2021 | 8,550,870 | +1,330,854 | +18.4% | $179.1M | 14.9% | $20.9 |
| Q1 2021 | 7,220,016 | +225,877 | +3.2% | $129.7M | 16.1% | $18.0 |
| Q4 2020 | 6,994,139 | +2,213,488 | +46.3% | $86.7M | 15.2% | $12.4 |
| Q3 2020 | 4,780,651 | +71,200 | +1.5% | $38.7M | 12.2% | $8.1 |
| Q2 2020 | 4,709,451 | +67,488 | +1.5% | $33.1M | 10.6% | $7.0 |
| Q1 2020 | 4,641,963 | +2,087,537 | +81.7% | $33.4M | 14.3% | $7.2 |
| Q4 2019 | 2,554,426 | — | — | $22.8M | 12.7% | $8.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Impactive Capital LP first disclose a SLM position in 13F-HR filings?
Impactive Capital LP first reported SLM CORP (SLM) on its 13F-HR filing for the period ending 2019-12-31 (Q4 2019). The position has appeared on 26 reported quarters within Pactolio's tracked window.
What was Impactive Capital LP's most recent quarter-over-quarter share-count change in SLM?
Between Q4 2025 and Q1 2026, Impactive Capital LP added 597,524 shares of SLM (+8.3%), bringing the total reported position to 7,822,564 shares at a market value of $167.5M.
Does the implied price-per-share represent Impactive Capital LP's cost basis in SLM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.