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
NU HOLDINGS LTDNU$-35.0MExitQ2 2025 13F$35M--$11.60
Jeffrey Ubben (ValueAct) add Unmapped 13F securityPORTFOLIO$141M1.8M sharesAddQ2 2025 13F$29M$79.48--
Clarivate Plc Ordinary SharesCCC$27.1MOtherQ2 2025 13F$27M--$4.58
Live Nation Entertainment IncLYV$18.3MAddQ2 2025 13F$18M--$159.51
Visa IncV$-18.1MTrimQ2 2025 13F$18M$335.18$336.23
The Walt Disney CoDIS$-17.2MTrimQ2 2025 13F$17M$103.82$98.87
Roblox CorpRBLX$-13.1MTrimQ2 2025 13F$13M$100.44$42.29
Salesforce, Inc. Common StockCRM$12.6MAddQ2 2025 13F$13M$243.39$182.55
Meta Platforms IncMETA$461.1MAddQ1 2025 13F$461M$645.17$585.39
Visa IncV$342.1MAddQ1 2025 13F$342M--$336.23
TOAST INCTOST$-225.4MTrimQ1 2025 13F$225M--$24.50
Salesforce, Inc. Common StockCRM$-191.2MTrimQ1 2025 13F$191M$324.68$182.55
Expedia Group IncEXPE$-188.1MTrimQ1 2025 13F$188M--$226.56
The Walt Disney CoDIS$-83.1MTrimQ1 2025 13F$83M$107.47$98.87
Rocket Cos IncRKT$81.2MOtherQ1 2025 13F$81M--$12.35
Roblox CorpRBLX$-75.6MTrimQ1 2025 13F$76M--$42.29
LIBERTY MEDIA LIBERTY LIVELLYVK$50.3MAddQ1 2025 13F$50M--$103.82
NU HOLDINGS LTDNU$35.0MOtherQ1 2025 13F$35M--$11.60
Jeffrey Ubben (ValueAct) add Unmapped 13F securityPORTFOLIO$112M1.7M sharesAddQ1 2025 13F$27M$67.24--
Live Nation Entertainment IncLYV$-21.9MTrimQ1 2025 13F$22M--$159.51
Amazon.com IncAMZN$-10.7MTrimQ1 2025 13F$11M$228.93$232.69
Insight Enterprises IncNSIT$-8.6MTrimQ1 2025 13F$8.6M--$102.83
Insight Enterprises IncNSIT$-257.1MTrimQ4 2024 13F$257M--$102.83
LIBERTY MEDIA LIBERTY LIVELLYVK$147.0MAddQ4 2024 13F$147M--$103.82
Roblox CorpRBLX$137.8MAddQ4 2024 13F$138M--$42.29
TOAST INCTOST$-126.7MTrimQ4 2024 13F$127M--$24.50
Amazon.com IncAMZN$117.8MOtherQ4 2024 13F$118M--$232.69
Salesforce, Inc. Common StockCRM$-102.3MTrimQ4 2024 13F$102M$323.21$182.55
Jeffrey Ubben (ValueAct) add Unmapped 13F securityPORTFOLIO$84M1.3M sharesAddQ4 2024 13F$51M$66.56--
Live Nation Entertainment IncLYV$26.4MAddQ4 2024 13F$26M--$159.51
Visa IncV$15.4MAddQ4 2024 13F$15M$283.76$336.23
The Walt Disney CoDIS$13.1MAddQ4 2024 13F$13M$105.05$98.87
Expedia Group IncEXPE$-10.1MTrimQ4 2024 13F$10M--$226.56
Meta Platforms IncMETA$2.8MAddQ4 2024 13F$2.8M$586.98$585.39
TOAST INCTOST$438.3MOtherQ3 2024 13F$438M--$24.50
Roblox CorpRBLX$363.0MAddQ3 2024 13F$363M--$42.29
Spotify Technology S.A. Ordinary SharesSPOT$-212.3MExitQ3 2024 13F$212M--$503.13
Fiserv IncFISV$-164.5MExitQ3 2024 13F$165M--$52.72
KKR & Co IncKKR$-127.0MExitQ3 2024 13F$127M--$90.13
Meta Platforms IncMETA$121.1MOtherQ3 2024 13F$121M$514.55$585.39
Live Nation Entertainment IncLYV$111.1MOtherQ3 2024 13F$111M--$159.51
The Walt Disney CoDIS$109.0MAddQ3 2024 13F$109M$92.01$98.87
Visa IncV$102.7MOtherQ3 2024 13F$103M--$336.23
Insight Enterprises IncNSIT$69.2MAddQ3 2024 13F$69M--$102.83
The New York Times CompanyNYT$-68.8MExitQ3 2024 13F$69M--$70.88
LIBERTY MEDIA LIBERTY LIVELLYVK$68.7MOtherQ3 2024 13F$69M--$103.82
Salesforce, Inc. Common StockCRM$65.0MAddQ3 2024 13F$65M--$182.55
Jeffrey Ubben (ValueAct) exit Unmapped 13F securityPORTFOLIO$-46.8MExitQ3 2024 13F$47M----
Expedia Group IncEXPE$-44.2MTrimQ3 2024 13F$44M--$226.56
Jeffrey Ubben (ValueAct) other Unmapped 13F securityPORTFOLIO$33M671.8k sharesOtherQ3 2024 13F$33M$49.51--
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