ValueAct Holdings GP, LLC
CIK 1418813 · last filed 2024-12-20
ValueAct Holdings GP, LLC is a corporate insider who has filed 97 SEC Form 4 insider transactions across 31 companies since 2008. The most recent filing shows the insider sold $2.80B of CRM on Dec 20, 2024. Across all open-market trades the lifetime net is −$37.54B, making them a net seller over the disclosed history. Current disclosed insider exposure totals $56.47B across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$56.47B
31
97
-$37.54B
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CRM | Director | 2,898,509 | $181.67 | $526.57M | -$2.80B | 1 | 2024-12-20 |
| NSIT | Director | 4,511,739 | $125.26 | $565.14M | $290.62M | 5 | 2024-02-20 |
| CBRE | Director | 4,640,103 | $147.83 | $685.96M | -$810.34M | 2 | 2023-08-31 |
| LKQ | Director | 1,102,751 | $26.68 | $29.42M | -$3.55B | 4 | 2023-03-06 |
| FISV | Director | 13,147,776 | $54.09 | $711.10M | $74.78M | 1 | 2022-05-04 |
| AES | Director | 5,346,500 | $14.84 | $79.34M | $48.88M | 1 | 2020-06-15 |
| BHC | Director | 0 | $4.53 | $0 | $0 | 1 | 2020-06-09 |
| Nikola Corp (NKLAW) Delisted | Director | 8,686,587 | — | — | $450.00M | 1 | 2020-06-05 |
| TRN | Director | 25,669,427 | $38.21 | $980.83M | $809.94M | 11 | 2020-02-03 |
| BREAD FINANCIAL HOLDINGS, INC. (ADS) Delisted | Director | 1,378,865 | $56.80 | $78.32M | -$2.97B | 3 | 2019-10-30 |
| UFI | Director | 1,245,902 | $6.51 | $8.12M | $37.58M | 3 | 2019-05-09 |
| ACA | 10%+ Owner | 5,740,963 | $145.22 | $833.70M | -$322.44M | 1 | 2019-03-14 |
| STX | Director | 26,800,163 | $742.86 | $19.91B | $31.25M | 1 | 2018-11-30 |
| AWI | Director | 5,224,910 | $178.46 | $932.44M | -$1.21B | 4 | 2018-09-05 |
| KKR | 10%+ Owner | 48,100,000 | $102.47 | $4.93B | $218.71M | 1 | 2018-02-08 |
| CBRE GROUP, INC. (CBG) Delisted | Director | 27,754,727 | — | — | -$1.15B | 6 | 2017-11-27 |
| FOXA | Director | 53,326,334 | $57.66 | $3.07B | $0 | 2 | 2017-10-03 |
| WILLIS TOWERS WATSON PLC (WLTW) Delisted | Director | 7,709,358 | $231.56 | $1.79B | -$983.72M | 1 | 2017-05-19 |
| ALSN | Director | 11,925,204 | $121.58 | $1.45B | -$1.54B | 3 | 2016-11-21 |
| MSFT | Director | 34,845,281 | $393.28 | $13.70B | -$16.07B | 4 | 2016-07-29 |
| Armstrong Flooring, Inc. (AFI) Delisted | Director | 4,609,071 | $0.35 | $1.62M | $0 | 1 | 2016-04-13 |
| ADBE | Director | 1,012,754 | $248.82 | $252.00M | -$6.77B | 5 | 2016-03-31 |
| MSI | Director | 8,761,437 | $439.96 | $3.85B | -$454.05M | 2 | 2016-03-17 |
| MSCI | Director | 6,272,311 | $580.31 | $3.64B | -$166.58M | 1 | 2016-03-02 |
| OPENLANE, Inc. (KAR) Delisted | Director | 723,628 | $30.88 | $22.35M | -$789.70M | 5 | 2014-08-18 |
| WILLIS TOWERS WATSON PLC (WSH) Delisted | 10%+ Owner | 6,691,129 | — | — | $0 | 1 | 2013-06-10 |
| IT | Director | 1,940,134 | $155.68 | $302.04M | -$45.42M | 5 | 2011-12-08 |
| IMMUCOR INC (BLUD) Delisted | 10%+ Owner | 7,540,665 | — | — | $48.43M | 3 | 2010-07-28 |
| VALEANT PHARMACEUTICALS INTERNATIONAL (VRX) Delisted | 10%+ Owner | 17,775,603 | — | — | $123.04M | 4 | 2009-07-28 |
| CIM | 10%+ Owner | 285,029 | $12.69 | $3.62M | $15.31M | 3 | 2008-11-17 |
| LiveRamp Holdings, Inc. (ACXM) Delisted | 10%+ Owner | 8,603,457 | — | — | -$66.22M | 2 | 2008-11-12 |
Recent Filings
97 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-12-20 | CRM | Sell (S) | −8,126,400 | -$2.80B | EDGAR |
| 2024-02-20 | NSIT | Exer (M) | +872 | $0 | EDGAR |
| 2023-08-31 | CBRE | Sell (S) | −9,600,000 | -$810.34M | EDGAR |
| 2023-03-06 | LKQ | Sell (S) | −9,450,000 | -$547.77M | EDGAR |
| 2023-02-16 | NSIT | Buy (P) | +597,485 | $76.34M | EDGAR |
| 2023-02-03 | LKQ | Sell (S) | −9,723,588 | -$564.99M | EDGAR |
| 2022-11-02 | LKQ | Sell (S) | −45,500,000 | -$2.44B | EDGAR |
| 2022-05-31 | NSIT | Buy (P) | +560,000 | $55.23M | EDGAR |
| 2022-05-20 | NSIT | Buy (P) | +692,181 | $67.96M | EDGAR |
| 2022-05-04 | FISV | Buy (P) | +788,025 | $74.78M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.