Jeffrey Ubben (ValueAct)

ValueAct

Jeffrey Ubben (ValueAct) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Jeffrey Ubben (ValueAct) portfolio page tracks ValueAct holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies ValueAct owns and how disclosed positions change over time. Jeffrey Ubben (ValueAct)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Salesforce, Inc. Common Stock (CRM), Amazon.com, Inc. - Common Stock (AMZN), and Meta Platforms, Inc. - Class A Common Stock (META). Investors use ValueAct 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Portfolio Moves

CompanyPortfolio ValuePortfolio ChangePosition ChangeAvg Buy PriceCurrent Price
Salesforce, Inc. Common StockCRM$559M3M sharesTrimQ1 2026 13F$234M$192.25$182.55
Amazon.com, Inc. - Common StockAMZN$601M2.9M sharesTrimQ1 2026 13F$183M$220.17$245.22
Meta Platforms, Inc. - Class A Common StockMETA$524M915.7k sharesTrimQ1 2026 13F$168M$640.86$585.39
Meta Platforms, Inc. - Class A Common StockMETA$692M1M sharesAddQ4 2025 13F$127M$667.77$585.39
Salesforce, Inc. Common StockCRM$793M3M sharesAddQ4 2025 13F$106M$254.26$182.55

Portfolio Move History

CompanyPortfolio ValuePortfolio ChangePosition ChangeAvg Buy PriceCurrent Price
Meta Platforms, Inc. - Class A Common StockMETA$692M1M sharesAddQ4 2025 13F$127M$667.77$585.39
Salesforce, Inc. Common StockCRM$793M3M sharesAddQ4 2025 13F$106M$254.26$182.55
Amazon.com, Inc. - Common StockAMZN$783M3.4M sharesAddQ4 2025 13F$15M$228.79$245.22
Meta Platforms, Inc. - Class A Common StockMETA$564M768.7k sharesAddQ3 2025 13F$104M$744.28$585.39
Jeffrey Ubben (ValueAct) | TradingNote