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Jeffrey Ubben

ValueAct Holdings L.P

Period:  Q4, 2025
Filed Date:  Feb 17, 2026
Reported Date:  Dec 31, 2025
No. of Stocks:  16
Portfolio Value:  7.03B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

CRM - Salesforce inc

11.292%Add 3.31%2.99M793.28M$264.910

AMZN - Amazon.com inc

11.153%Reduced 3.03%3.39M783.47M$230.820

RKT - Rocket companies, inc.

10.853%Add 55.07%39.38M762.41M$19.360
Blackrock inc
10.589%Buy695K743.89M$1070.340

META - Meta platforms inc

9.847%Add 36.34%1.05M691.76M$660.090

V - Visa inc

8.578%Add 9.73%1.72M602.61M$350.710

MDB - Mongodb, inc.

8.405%Reduced 33.59%1.41M590.42M$419.690

RBLX - Roblox corp

6.893%Add 39.52%5.98M484.22M$81.030

DIS - Walt disney co

4.985%Reduced 29.92%3.08M350.18M$113.770
Liberty live holdings inc
4.266%Buy3.60M299.71M$83.160

TOST - Toast, inc.

4.052%Add 135.94%8.02M284.62M$35.510

SSD - Simpson manufacturing co inc

3.384%Add 21.87%1.47M237.71M$161.470
Liberty live holdings inc
2.087%Buy1.80M146.64M$81.500

LYV - Live nation entertainment, inc.

1.670%Add 28.43%823.066K117.29M$142.500

NSIT - Insight enterprises inc

1.411%Reduced 46.45%1.22M99.12M$81.470

CBRE - Cbre group inc

0.537%234.591K37.72M$160.790