ValueAct Holdings, L.P.
CIK 1418814 · last filed 2025-05-27
"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.
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Disclosed Exposure
$35.95B
Companies
24
Total Filings
58
Lifetime Open-Market Net
-$2.18B
Filer Profile
Reported Address
ONE LETTERMAN DRIVEBUILDING D, 4TH FLOOR
SAN FRANCISCO, CA 94129
Phone
(415) 362-3700
State of Incorporation
DE
Related Filers
ValueAct Holdings GP, LLC — 552 joint filings, latest 2025-12-08
ValueAct Capital Management, L.P. — 545 joint filings, latest 2025-12-08
ValueAct Capital Management, LLC — 545 joint filings, latest 2025-12-08
VA Partners I, LLC — 544 joint filings, latest 2025-12-08
ValueAct Capital Master Fund, L.P. — 480 joint filings, latest 2025-12-08
ValueAct Holdings II, L.P. — 136 joint filings, latest 2025-12-08
JEFFREY W UBBEN — 62 joint filings, latest 2020-07-14
G Mason Morfit — 56 joint filings, latest 2025-12-08
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses.
View filings on SEC EDGAR.
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| NSIT | 10%+ Owner | 2,861,739 | $165.19 | $472.73M | $0 | 1 | 2025-05-27 |
| LKQ | Director | 1,780,347 | $23.00 | $40.95M | -$1.46B | 4 | 2023-02-16 |
| CBRE | Director | 9,237,748 | $138.56 | $1.28B | $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 | $28.33 | $425.12M | $196.53M | 4 | 2021-04-30 |
| STX | Director | 4,068,306 | $783.18 | $3.19B | -$53.49M | 3 | 2020-12-31 |
| HE | Director | 1,549,224 | $10.23 | $15.85M | $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 | $14.81 | $61.41M | $332.65M | 1 | 2019-05-13 |
| FOXA | Director | 53,343,645 | $66.16 | $3.53B | $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 | $118.64 | $821.6K | $0 | 2 | 2017-05-15 |
| MSCI | Director | 0 | $540.61 | $0 | -$365.42M | 4 | 2016-09-26 |
| MSFT | Director | 34,846,148 | $490.30 | $17.09B | $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 | $250.50 | $2.19B | -$511.67M | 1 | 2016-03-28 |
| MSI | Director | 9,653,576 | $460.53 | $4.45B | -$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 | $191.57 | $3.22B | $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 | $10.89 | $3.03M | $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 · Page 4 of 6
58 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2016-09-06 | MSFT | Grant (A) | +6,936 | $0 | EDGAR |
| 2016-08-03 | CBRE GROUP, INC. (CBG) Delisted | Buy (P) | +9,013,200 | $255.15M | EDGAR |
| 2016-06-16 | MSCI | Sell (S) | −720,000 | -$53.66M | EDGAR |
| 2016-06-08 | MSCI | Sell (S) | −1,350,000 | -$104.65M | EDGAR |
| 2016-05-10 | — | Grant (A) | +15,064 | $0 | |
| 2016-03-28 | ADBE | Sell (S) | −5,530,848 | -$511.67M | EDGAR |
| 2016-03-14 | MSI | Sell (S) | −9,170,000 | -$652.62M | EDGAR |
| 2015-02-04 | MSFT | Buy (P) | +8,258,064 | $339.82M | EDGAR |
| 2014-12-03 | MSFT | Grant (A) | +6,192 | $0 | EDGAR |
| 2014-11-12 | CBRE GROUP, INC. (CBG) Delisted | Sell (S) | −6,114 | -$195.6K | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
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.
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.