ValueAct Capital's portfolio and holdings - Apr 2026

As per the latest corporate shareholdings filed, ValueAct Capital publicly holds 16 stocks with a net worth of over US$ 6.2 B.

These are shares held by ValueAct Capital as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Insight Enterprises Inc. Valueact Holdings, L.P. 72.77 1,216,592 4.01% -3.32 88.5 M
Liberty Media Corp. - Ordinary Shares (New Liberty Live) Series C Valueact Holdings, L.P. 94.66 3,603,988 3.92% 0.09 341.2 M
Simpson Manufacturing Co., Inc. Valueact Holdings, L.P. 192.05 1,472,142 3.57% 0.66 282.7 M
Liberty Media Corp. - Ordinary Shares (New Liberty Live) Series A Valueact Holdings, L.P. 92.50 1,799,319 1.96% 0.09 166.4 M
MongoDB Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 263.46 1,406,800 1.75% -0.85 370.6 M
Rocket Companies Inc - Ordinary Shares Class A Valueact Holdings, L.P. 14.64 39,380,652 1.39% 0.49 576.5 M
Toast Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 29.11 8,015,277 1.38% 0.81 233.3 M
Roblox Corporation - Ordinary Shares - Class A Valueact Holdings, L.P. 45.13 5,975,821 0.83% 0.23 269.7 M
Blackrock Inc. Valueact Holdings, L.P. 1061.68 695,000 0.45% NEW 737.9 M
Salesforce Inc Valueact Holdings, L.P. 183.82 2,994,509 0.37% 0.06 550.5 M
Live Nation Entertainment Inc Valueact Holdings, L.P. 158.25 823,066 0.35% 0.07 130.3 M
Walt Disney Co (The) Valueact Holdings, L.P. 103.08 3,077,931 0.17% -0.07 317.3 M
Visa Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 328.03 1,718,250 0.09% 0.01 563.6 M
CBRE Group Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 141.81 234,591 0.08% 0.00 33.3 M
Meta Platforms Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 608.74 1,047,974 0.04% 0.01 637.9 M
Amazon.com Inc. Valueact Holdings, L.P. 268.26 3,394,300 0.03% 0.00 910.6 M
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