Institutions / ValueAct Holdings, L.P. Institutional filer · CIK 0001418814
ValueAct Holdings, L.P. reported holdings. Reported positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.
Reported book
$5.7B Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Filing lines parsed
18 Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Holdings published
17 Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Current reported holdings
Top 17 positions by filed value As of 2026-03-31; filed 2026-05-15. Reported changes appear only when both exact quarter filing receipts are present.
Form 13F does not disclose ordinary short sales. PUT and CALL labels identify reported option positions; they do not prove the filer's net directional exposure or provide a live buy-or-short signal.
Rank Reported position Filed value Weight / quantity Reported change
1
Filed value
$700.1M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
12.26% · 2,316,250 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity increased Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt +598,000 shares Filed value +$97.5M · +16.2% Prior receipt ↗ 2
Filed value
$600.8M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
10.52% · 2,884,600 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -509,700 shares Filed value -$182.7M · -23.3% Prior receipt ↗ 3
Filed value
$559.0M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
9.79% · 2,994,509 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity unchanged Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt 0 shares Filed value -$234.3M · -29.5% Prior receipt ↗ 4
Filed value
$525.2M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
9.19% · 546,100 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -148,900 shares Filed value -$218.7M · -29.4% Prior receipt ↗ 5
Filed value
$523.9M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
9.17% · 915,674 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -132,300 shares Filed value -$167.9M · -24.3% Prior receipt ↗ 6
Filed value
$498.0M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
8.72% · 5,338,283 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -65,024 shares Filed value +$51.6M · +11.6% Prior receipt ↗ 7
Filed value
$402.1M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
7.04% · 28,214,724 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -11,165,928 shares Filed value -$360.3M · -47.3% Prior receipt ↗ 8
Filed value
$341.9M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
5.98% · 12,895,438 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity increased Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt +4,880,161 shares Filed value +$57.2M · +20.1% Prior receipt ↗ 9
Filed value
$330.8M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
5.79% · 5,848,621 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -127,200 shares Filed value -$153.4M · -31.7% Prior receipt ↗ 10
Filed value
$303.4M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
5.31% · 3,279,700 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Newly reported Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt +3,279,700 shares Filed value +$303.4M Prior receipt ↗ 11
Filed value
$254.0M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
4.45% · 1,037,800 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -369,000 shares Filed value -$336.4M · -57.0% Prior receipt ↗ 12
Filed value
$239.9M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
4.20% · 1,398,042 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -74,100 shares Filed value +$2.2M · +0.9% Prior receipt ↗ 13
Filed value
$173.8M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
3.04% · 358,500 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Newly reported Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt +358,500 shares Filed value +$173.8M Prior receipt ↗ 14
Filed value
$95.3M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
1.67% · 624,666 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -198,400 shares Filed value -$22.0M · -18.8% Prior receipt ↗ 15
Filed value
$94.1M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
1.65% · 1,099,370 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Newly reported Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt +1,099,370 shares Filed value +$94.1M Prior receipt ↗ 16
Filed value
$38.6M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
0.68% · 400,231 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity reduced Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt -2,677,700 shares Filed value -$311.6M · -89.0% Prior receipt ↗ 17
Filed value
$31.8M Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Weight / quantity
0.56% · 234,591 shares Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt Reported change
Reported quantity unchanged Verified receipt Current 13F-HR · quarter ended 2026-03-31 SEC Form 13F-HR / 2026-05-15 Open receipt 0 shares Filed value -$5.9M · -15.8% Prior receipt ↗ No longer reported These positions appear in the prior filing and not in the current filing. That does not prove when or how the position changed.
INSIGHT ENTERPRISES INC
Reported long
No longer reported Prior filed value $99.1M · 1,216,592 shares
Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.