ValueAct Holdings, L.P.
CIK 1418814 · last filed 2025-05-27
ValueAct Holdings, L.P. is a corporate insider who has filed 58 SEC Form 4 insider transactions across 24 companies since 2008. The most recent filing shows the insider disposed of $532.8M of NSIT on May 27, 2025. Across all open-market trades the lifetime net is −$2.18B, making them a net seller over the disclosed history. Current disclosed insider exposure totals $34.03B 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.
$34.03B
24
58
-$2.18B
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| NSIT | 10%+ Owner | 2,861,739 | $128.93 | $368.96M | $0 | 1 | 2025-05-27 |
| LKQ | Director | 1,780,347 | $22.45 | $39.97M | -$1.46B | 4 | 2023-02-16 |
| CBRE | Director | 9,237,748 | $146.81 | $1.36B | $0 | 2 | 2022-05-20 |
| Altus Power, Inc. (AMPS.WS) Delisted | Director | 4,017,500 | $2.89 | $11.61M | $0 | 2 | 2022-02-17 |
| TRN | Director | 15,005,855 | $31.24 | $468.78M | $196.53M | 4 | 2021-04-30 |
| STX | Director | 4,068,306 | $856.13 | $3.48B | -$53.49M | 3 | 2020-12-31 |
| HE | Director | 1,549,224 | $12.92 | $20.02M | $0 | 1 | 2020-02-14 |
| BREAD FINANCIAL HOLDINGS, INC. (ADS) Delisted | Director | 3,709,824 | $56.80 | $210.72M | $0 | 1 | 2019-06-26 |
| AES | Director | 4,146,500 | $14.68 | $60.87M | $332.65M | 1 | 2019-05-13 |
| FOXA | Director | 53,343,645 | $58.23 | $3.11B | $0 | 5 | 2018-04-30 |
| WILLIS TOWERS WATSON PLC (WLTW) Delisted | Director | 2,971,890 | $231.56 | $688.17M | -$52.97M | 2 | 2017-10-10 |
| ALSN | Director | 6,925 | $114.54 | $793.2K | $0 | 2 | 2017-05-15 |
| MSCI | Director | 0 | $572.24 | $0 | -$365.42M | 4 | 2016-09-26 |
| MSFT | Director | 34,846,148 | $464.72 | $16.19B | $339.82M | 3 | 2016-09-06 |
| CBRE GROUP, INC. (CBG) Delisted | Director | 33,223,794 | — | — | $254.96M | 2 | 2016-08-03 |
| ADBE | Director | 8,739,319 | $250.41 | $2.19B | -$511.67M | 1 | 2016-03-28 |
| MSI | Director | 9,653,576 | $435.75 | $4.21B | -$652.62M | 1 | 2016-03-14 |
| WILLIS TOWERS WATSON PLC (WSH) Delisted | Director | 6,876,963 | — | — | $0 | 1 | 2013-08-14 |
| OPENLANE, Inc. (KAR) Delisted | 10%+ Owner | 16,131,670 | $30.88 | $498.15M | -$350.11M | 1 | 2013-03-14 |
| IT | 10%+ Owner | 16,790,013 | $151.02 | $2.54B | $0 | 2 | 2011-01-05 |
| VALEANT PHARMACEUTICALS INTERNATIONAL (VRX) Delisted | 10%+ Owner | 13,741,300 | — | — | $157.61M | 1 | 2009-05-11 |
| CIM | 10%+ Owner | 278,362 | $12.48 | $3.47M | $12.48M | 3 | 2008-11-21 |
| LiveRamp Holdings, Inc. (ACXM) Delisted | 10%+ Owner | 7,582,766 | — | — | -$32.19M | 2 | 2008-11-17 |
| GEVITY HR INC (GVHR) Delisted | 10%+ Owner | 320,035 | — | — | $0 | 2 | 2008-07-01 |
Recent Filings
58 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-05-27 | NSIT | Disp (D) | −4,200,000 | -$532.81M | EDGAR |
| 2023-02-16 | LKQ | Sell (S) | −6,551,510 | -$376.97M | EDGAR |
| 2023-02-08 | LKQ | Sell (S) | −9,225,804 | -$517.23M | EDGAR |
| 2023-02-06 | LKQ | Sell (S) | −9,723,588 | -$564.99M | EDGAR |
| 2022-05-20 | CBRE | Mixed | +3,432 | $0 | EDGAR |
| 2022-02-17 | Altus Power, Inc. (AMPS.WS) Delisted | Grant (A) | +140,000 | $0 | EDGAR |
| 2021-12-13 | Altus Power, Inc. (AMPS.WS) Delisted | Mixed | +32,000,000 | $320.00M | EDGAR |
| 2021-04-30 | TRN | Disp (D) | −64,800,000 | -$1.78B | EDGAR |
| 2020-12-31 | STX | Sell (S) | −11,316,400 | -$692.53M | EDGAR |
| 2020-08-14 | LKQ | Grant (A) | +21,320 | $0 | 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.