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Impactive Capital’s Advanced Drainage Systems WMS Stock Holding History

Impactive Capital’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$123M Sell
782,790
-73,702
-9% -$10.5M 8.77% 6
2026
Q1 		$117M Sell
856,492
-601,254
-41% -$93M 8.52% 5
2025
Q4 		$211M Sell
1,457,746
-206,253
-12% -$29.9M 13.44% 4
2025
Q3 		$231M Hold
1,663,999
– – 11.1% 4
2025
Q2 		$191M Buy
+1,663,999
New +$186M 8.61% 7
2020
Q3 		– Sell
-679,184
Closed -$33.6M – 8
2020
Q2 		$33.6M Sell
679,184
-287,080
-30% -$11.8M 10.7% 7
2020
Q1 		$28.4M Buy
+966,264
New +$39M 12.16% 4

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impactive Capital's WMS Position: Q2 2026 in Review

Impactive Capital reduced its Advanced Drainage Systems (WMS) stake by 8.6% in Q2 2026, selling an estimated $10.5M and leaving 782,790 shares worth $123M. The position accounts for 8.77% of the portfolio, ranked #6.

Impactive Capital first reported a position in WMS in Q1 2020 and has held it in 7 quarters since. The position peaked at $231M in Q3 2025. 547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Impactive Capital held 782,790 shares of Advanced Drainage Systems worth $123M as of Q2 2026.
  • Impactive Capital sold 73,702 Advanced Drainage Systems shares in Q2 2026, an estimated $10.5M.
  • Advanced Drainage Systems made up 8.77% of Impactive Capital's portfolio in Q2 2026, its #6 holding.
  • Impactive Capital first reported a position in Advanced Drainage Systems in Q1 2020 and has held it in 7 quarters since.
  • Impactive Capital's Advanced Drainage Systems position peaked at $231M in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Impactive Capital's 13F filing for Q2 2026, filed 14 Aug 2026.