Impactive Capital LP is Director & 10% Owner at AVID TECHNOLOGY, INC. (AVID). They have made 7 open-market trades across 3 companies since 2020, most recently 2025-11-19.
CIK 0001786767
7 open-market purchases totalling $120.2M since 2020, never a sale. Across 7 scored buys the stock is up 26.0% at ninety days, and 16.3 points ahead of the S&P over the same stretch.
7 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| VAC | 4,130,340 | $457.8M |
| ENV | 4,161,968 | $262.8M |
| AVID | 6,734,624 | $182.1M |
| Total | $902.7M |
Shares reported on the most recent Form 4, priced at the 2025-11-19 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 57% | 86% | 100% |
| Avg Move | +5.4% | +18.5% | +26.0% |
| Alpha | +3.7% | +14.1% | +16.3% |
| Scored | 7 | 7 | 7 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| VAC | BUY | 2025-11-19 | 2025-11-19 | $47.44 | $4.0M | +13.8% | +20.2% | +19.9% |
| VAC | BUY | 2025-06-17 | 2025-06-20 | $67.84 | $101.8M | +14.4% | +15.0% | +11.8% |
| ENV | BUY | 2024-03-06 | 2024-03-08 | $52.19 | $3.3M | +2.7% | +6.3% | +17.4% |
| AVID | BUY | 2020-06-11 | 2020-06-15 | $7.31 | $1.6M | -4.7% | -3.0% | +5.5% |
| AVID | BUY | 2020-05-26 | 2020-05-28 | $6.39 | $8.6M | +22.3% | +16.6% | +23.1% |
| AVID | BUY | 2020-05-08 | 2020-05-11 | $5.97 | $553K | -5.1% | +35.4% | +49.0% |
| AVID | BUY | 2020-05-05 | 2020-05-07 | $5.98 | $416K | -5.4% | +39.1% | +55.3% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.