Activist · CIK 0001418814

ValueAct Holdings

Mid-Size Fund

ValueAct Holdings, an activist overseeing $7.03B in disclosed equity holdings (SEC CIK 0001418814). The latest portfolio (2025Q4) discloses 16 positions across 6 sectors, with the largest positions in CRM, AMZN and RKT. On a mark-to-market basis the tracked portfolio has returned 32.8% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track ValueAct's filings View holdings

Portfolio

$7.03B

Positions

Quarter

2025Q4

Filings tracked

1Y+32.8%Since filing+448.5%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Biggest winner since filing

EXPEEXPEDIA GROUP INC

+75.1%

+$297.4M

Biggest loser since filing

TOSTTOAST INC

-12.6%

−$65.0M

Investment strategy

ValueAct Holdings is a mid-size fund with a highly concentrated portfolio tilted toward technology names. 56% of the disclosed equity book is in Technology.

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