Follow-The-Filings

Featured 13F manager

ValueAct Holdings, L.P. ValueAct Capital

San Francisco, CA 21 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $5.6B
  • 18 Positions
  • 2026 Q2
  • −1.3% QoQ
  • Top 5 57.3%

Portfolio

2026 Q2 · filed 8/14/2026 · 18 long · top 12 shown

top 5 57.3% · top 10 86.8%

AUM over time

2026 Q2 $5.6B −1.3% QoQ
2021 Q3 · $8.6B 2021 Q3 · $8.6B
Q3 2021
2021 Q4 · $8.9B · +2.7% QoQ 2021 Q4 · $8.9B · +2.7% QoQ
Q4
2022 Q1 · $7.3B · −18.0% QoQ 2022 Q1 · $7.3B · −18.0% QoQ
Q1 2022
2022 Q2 · $6.3B · −13.7% QoQ 2022 Q2 · $6.3B · −13.7% QoQ
Q2
2022 Q3 · $5.9B · −5.9% QoQ 2022 Q3 · $5.9B · −5.9% QoQ
Q3
2022 Q4 · $5.3B · −10.1% QoQ 2022 Q4 · $5.3B · −10.1% QoQ
Q4
2023 Q1 · $6.1B · +15.7% QoQ 2023 Q1 · $6.1B · +15.7% QoQ
Q1 2023
2023 Q2 · $6.4B · +4.7% QoQ 2023 Q2 · $6.4B · +4.7% QoQ
Q2
2023 Q3 · $4.5B · −30.8% QoQ 2023 Q3 · $4.5B · −30.8% QoQ
Q3
2023 Q4 · $5B · +12.2% QoQ 2023 Q4 · $5B · +12.2% QoQ
Q4
2024 Q1 · $4.5B · −9.1% QoQ 2024 Q1 · $4.5B · −9.1% QoQ
Q1 2024
2024 Q2 · $3.6B · −21.7% QoQ 2024 Q2 · $3.6B · −21.7% QoQ
Q2
2024 Q3 · $3.9B · +10.7% QoQ 2024 Q3 · $3.9B · +10.7% QoQ
Q3
2024 Q4 · $4.4B · +11.5% QoQ 2024 Q4 · $4.4B · +11.5% QoQ
Q4
2025 Q1 · $4.6B · +4.4% QoQ 2025 Q1 · $4.6B · +4.4% QoQ
Q1 2025
2025 Q2 · $5.6B · +22.2% QoQ 2025 Q2 · $5.6B · +22.2% QoQ
Q2
2025 Q3 · $5.9B · +5.9% QoQ 2025 Q3 · $5.9B · +5.9% QoQ
Q3
2025 Q4 · $7B · +18.5% QoQ 2025 Q4 · $7B · +18.5% QoQ
Q4
2026 Q1 · $5.7B · −18.7% QoQ 2026 Q1 · $5.7B · −18.7% QoQ
Q1 2026
2026 Q2 · $5.6B · −1.3% QoQ 2026 Q2 · $5.6B · −1.3% QoQ
Q2

Book

2026 Q1 2025 Q4 · filed 15 May · long equity

V - VISA · CL A 12.26% Add +34.8% 2,316,250 $302.24 $700M +598,000 +$97M
AMZN - Amazon 10.52% Reduce −15.0% 2,884,600 $208.27 $601M −509,700 −$183M
CRM - Salesforce 9.79% Hold 2,994,509 $186.67 $559M
BLK - Blackrock 9.19% Reduce −21.4% 546,100 $961.71 $525M −148,900 −$219M
META - Meta Platforms · CL A 9.17% Reduce −12.6% 915,674 $572.13 $524M −132,300 −$168M
RKT - Rocket Cos · CL A 7.04% Reduce −28.4% 28,214,724 $14.25 $402M −11,165,928 −$360M
TOST - Toast · CL A 5.98% Add +60.9% 12,895,438 $26.51 $342M +4,880,161 +$57M
LLYVK - Liberty Live 5.87% Reduce −1.2% 3,561,208 $94.11 $335M −42,780 +$35M
RBLX - Roblox · CL A 5.79% Reduce −2.1% 5,848,621 $56.56 $331M −127,200 −$153M
KKR 5.31% New 3,279,700 $92.50 $303M +3,279,700 +$303M
MDB - Mongodb · CL A 4.45% Reduce −26.2% 1,037,800 $244.77 $254M −369,000 −$336M
SSD - Simpson Mfg 4.20% Reduce −5.0% 1,398,042 $171.62 $240M −74,100 +$2M
SPOT - Spotify Technology S A 3.04% New 358,500 $484.91 $174M +358,500 +$174M
LLYVA 2.85% Reduce −1.2% 1,777,075 $91.64 $163M −22,244 +$16M
LYV - Live Nation 1.67% Reduce −24.1% 624,666 $152.51 $95M −198,400 −$22M
WIX 1.65% New 1,099,370 $85.57 $94M +1,099,370 +$94M
DIS - Disney Walt 0.68% Reduce −87.0% 400,231 $96.38 $39M −2,677,700 −$312M
CBRE - CBRE Group · CL A 0.56% Hold 234,591 $135.46 $32M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Insight Enterprises 1.41% Exit 0 $81.47 $99M −1,216,592 −$99M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click column headers to sort · click New / Add / Reduce to promote that move type to the top. Exit opens the last-held block below. Among managers we track.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 18 $5.6B −1.3% 13F-HR 8/14/2026 000141881426000003
2026 Q1 18 $5.7B −18.7% 13F-HR 5/15/2026 000141881426000002
2025 Q4 16 $7B +18.5% 13F-HR 2/17/2026 000141881426000001
2025 Q3 16 $5.9B +5.9% 13F-HR 11/14/2025 000141881425000003
2025 Q2 18 $5.6B +22.2% 13F-HR 8/14/2025 000141881225000025
2025 Q1 14 $4.6B +4.4% 13F-HR 5/15/2025 000141881225000015
2024 Q4 12 $4.4B +11.5% 13F-HR 2/14/2025 000141881225000004
2024 Q3 11 $4.4B NEW HOLDINGS 11/15/2024 000141881224000022
2024 Q3 10 $3.9B +10.7% 13F-HR 11/14/2024 000141881224000021
2024 Q2 10 $3.6B −21.7% 13F-HR 8/14/2024 000141881224000017
2024 Q1 12 $4.5B −9.1% 13F-HR 5/15/2024 000141881224000011
2023 Q4 14 $5B +12.2% 13F-HR 2/14/2024 000141881224000003
2023 Q3 12 $4.5B −30.8% 13F-HR 11/14/2023 000141881223000073
2023 Q2 9 $6.4B +4.7% 13F-HR 8/14/2023 000141881223000038
2023 Q1 9 $6.1B +15.7% 13F-HR 5/15/2023 000141881223000026
2022 Q4 9 $5.3B −10.1% 13F-HR 2/14/2023 000141881223000011
2022 Q3 12 $5.9B −5.9% 13F-HR 11/14/2022 000141881222000068
2022 Q2 16 $6.3B −13.7% 13F-HR 8/15/2022 000141881222000053
2022 Q1 13 $7.3B −18.0% 13F-HR 5/16/2022 000141881222000034
2021 Q4 12 $8.9B +2.7% 13F-HR 2/14/2022 000141881222000008
2021 Q3 13 $8.6B 13F-HR 11/15/2021 000141881221000065

About

ValueAct Holdings, L.P.

21 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
ValueAct Capital
SEC filing name
ValueAct Holdings, L.P.
Location
San Francisco, CA
All SEC filings
View on sec.gov