Jeffrey Ubben

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 Rocket Cos Inc (RKT), MongoDB Inc (MDB), The Walt Disney Co (DIS), KKR & Co Inc (KKR), and Salesforce, Inc. Common Stock (CRM). Investors use ValueAct 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Blackrock IncBLK$743.9MOtherQ4 2025 13F$744M$1,073.57$994.77
LIBERTY MEDIA LIBERTY LIVELLYVK$-340.9MExitQ4 2025 13F$341M$84.78$103.82
Jeffrey Ubben (ValueAct) other Unmapped 13F securityPORTFOLIO$300M3.6M sharesOtherQ4 2025 13F$300M$83.16--
Rocket Cos IncRKT$270.2MAddQ4 2025 13F$270M--$12.35
MongoDB IncMDB$223.2MAddQ4 2025 13F$223M$328.19$294.46
Mr. Cooper Group Inc.COOP$-190.7MExitQ4 2025 13F$191M--$210.79
Jeffrey Ubben (ValueAct) exit Unmapped 13F securityPORTFOLIO$-162.2MExitQ4 2025 13F$162M----
TOAST INCTOST$160.6MAddQ4 2025 13F$161M--$24.50
Insight Enterprises IncNSIT$-158.5MTrimQ4 2025 13F$159M--$102.83
The Walt Disney CoDIS$-152.7MTrimQ4 2025 13F$153M$110.13$98.87
Liberty Live GroupLLYVA$146.6MOtherQ4 2025 13F$147M$81.50$99.63
Meta Platforms IncMETA$127.3MAddQ4 2025 13F$127M$667.77$585.39
Roblox CorpRBLX$-109.1MTrimQ4 2025 13F$109M$111.53$42.29
Salesforce, Inc. Common StockCRM$106.3MAddQ4 2025 13F$106M$254.26$182.55
Visa IncV$68.1MAddQ4 2025 13F$68M$337.67$336.23
Simpson Manufacturing Co. IncSSD$35.4MAddQ4 2025 13F$35M$159.12$190.84
Amazon.com IncAMZN$14.9MAddQ4 2025 13F$15M$228.79$232.69
Live Nation Entertainment IncLYV$12.6MAddQ4 2025 13F$13M$128.54$159.51
CBRE Group IncCBRE$757.7KAddQ4 2025 13F$758k--$131.71
Rocket Cos IncRKT$277.7MAddQ3 2025 13F$278M--$12.35
MongoDB IncMDB$222.2MAddQ3 2025 13F$222M--$294.46
Insight Enterprises IncNSIT$-137.5MTrimQ3 2025 13F$138M$124.35$102.83
The Walt Disney CoDIS$-128.0MTrimQ3 2025 13F$128M$117.78$98.87
TOAST INCTOST$124.0MOtherQ3 2025 13F$124M--$24.50
Meta Platforms IncMETA$104.4MAddQ3 2025 13F$104M$744.28$585.39
Salesforce, Inc. Common StockCRM$-103.4MTrimQ3 2025 13F$103M$244.56$182.55
Roblox CorpRBLX$95.5MAddQ3 2025 13F$96M--$42.29
Visa IncV$92.5MAddQ3 2025 13F$93M$346.34$336.23
Amazon.com IncAMZN$-81.0MTrimQ3 2025 13F$81M$226.35$232.69
Jeffrey Ubben (ValueAct) exit Unmapped 13F securityPORTFOLIO$-65.0MExitQ3 2025 13F$65M----
Mr. Cooper Group Inc.COOP$55.7MAddQ3 2025 13F$56M--$210.79
Expedia Group IncEXPE$-47.0MExitQ3 2025 13F$47M--$226.56
CBRE Group IncCBRE$-45.6MTrimQ3 2025 13F$46M--$131.71
Live Nation Entertainment IncLYV$-29.2MTrimQ3 2025 13F$29M--$159.51
Clarivate Plc Ordinary SharesCCC$-27.1MExitQ3 2025 13F$27M--$4.58
Jeffrey Ubben (ValueAct) add Unmapped 13F securityPORTFOLIO$162M1.7M sharesAddQ3 2025 13F$21M$94.30--
LIBERTY MEDIA LIBERTY LIVELLYVK$17.0MAddQ3 2025 13F$17M--$103.82
Simpson Manufacturing Co. IncSSD$-16.1MTrimQ3 2025 13F$16M--$190.84
Amazon.com IncAMZN$742.5MAddQ2 2025 13F$742M$200.54$232.69
Simpson Manufacturing Co. IncSSD$218.4MOtherQ2 2025 13F$218M--$190.84
Insight Enterprises IncNSIT$-214.1MTrimQ2 2025 13F$214M--$102.83
MongoDB IncMDB$145.0MOtherQ2 2025 13F$145M--$294.46
Expedia Group IncEXPE$-140.8MTrimQ2 2025 13F$141M--$226.56
Mr. Cooper Group Inc.COOP$135.0MOtherQ2 2025 13F$135M--$210.79
Rocket Cos IncRKT$133.3MAddQ2 2025 13F$133M--$12.35
Meta Platforms IncMETA$-124.8MTrimQ2 2025 13F$125M$617.26$585.39
TOAST INCTOST$-86.1MExitQ2 2025 13F$86M--$24.50
CBRE Group IncCBRE$82.6MOtherQ2 2025 13F$83M--$131.71
Jeffrey Ubben (ValueAct) other Unmapped 13F securityPORTFOLIO$65M5.8M sharesOtherQ2 2025 13F$65M$11.19--
LIBERTY MEDIA LIBERTY LIVELLYVK$58.0MAddQ2 2025 13F$58M--$103.82
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