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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Rocket Cos IncRKT$402M28.2M sharesTrimQ1 2026 13F$360M$16.16$12.35
MongoDB IncMDB$254M1M sharesTrimQ1 2026 13F$336M$244.77$294.46
The Walt Disney CoDIS$39M400.2k sharesTrimQ1 2026 13F$312M$105.69$98.87
KKR & Co IncKKR$303M3.3M sharesOtherQ1 2026 13F$303M$93.76$90.13
Salesforce, Inc. Common StockCRM$559M3M sharesTrimQ1 2026 13F$234M$192.25$182.55
Blackrock IncBLK$525M546.1k sharesTrimQ1 2026 13F$219M$1,015.02$994.77
Amazon.com IncAMZN$601M2.9M sharesTrimQ1 2026 13F$183M$220.17$232.69
Spotify Technology S.A. Ordinary SharesSPOT$174M358.5k sharesOtherQ1 2026 13F$174M$493.99$503.13
Meta Platforms IncMETA$524M915.7k sharesTrimQ1 2026 13F$168M$640.86$585.39
Roblox CorpRBLX$331M5.8M sharesTrimQ1 2026 13F$153M$61.94$42.29
Insight Enterprises IncNSIT$-99.1MExitQ1 2026 13F$99M$85.21$102.83
Visa IncV$700M2.3M sharesAddQ1 2026 13F$97M$313.35$336.23
Wix.com Ltd.WIX$94M1.1M sharesOtherQ1 2026 13F$94M$80.60$48.21
TOAST INCTOST$342M12.9M sharesAddQ1 2026 13F$57M$26.51$24.50
Jeffrey Ubben (ValueAct) add Unmapped 13F securityPORTFOLIO$335M3.6M sharesAddQ1 2026 13F$35M$94.11--
Live Nation Entertainment IncLYV$95M624.7k sharesTrimQ1 2026 13F$22M$156.25$159.51
Liberty Live GroupLLYVA$163M1.8M sharesAddQ1 2026 13F$16M$87.82$99.63
CBRE Group IncCBRE$32M234.6k sharesTrimQ1 2026 13F$5.9M$141.12$131.71
Simpson Manufacturing Co. IncSSD$240M1.4M sharesAddQ1 2026 13F$2.2M$171.62$190.84