← Insider buys

Valueact Holdings, L.P. has bought stock on 54 days since Feb 2016

10% owner at Insight Enterprises, Inc., and 17 other companies

SEC CIK 0001418814 · Filings on SEC.gov ↗

$1.1BBought
$7.0BSold
Feb 22Last buy

Valueact Holdings, L.P.'s record

3 months after each buy, from the first price a copier could get.

+5.3%Average
+2.7 ptsVs S&P 500
4 of 4Higher

4 buys since 2016 with 3 months of prices.

Companies

Every filing

115 filings since Jan 2016, newest first

NSITSell

Insight Enterprises Inc

10% owner

$86.6M−10.0%May 31
LKQSell

Lkq Corp

Insider

$11.7M−100.0%Mar 9
LKQSell

Lkq Corp

Insider

$78.3M−87.0%Mar 6
NSITBuy

Insight Enterprises Inc

10% owner

$481KFeb 22
LKQSell

Lkq Corp

Insider

$53.9M−38.0%Feb 16
NSITBuy

Insight Enterprises Inc

Insider

$10.9M+2.0%Feb 16
LKQSell

Lkq Corp

Insider

$48.3M−26.0%Feb 13
LKQSell

Lkq Corp

Insider

$73.9M−28.0%Feb 8
LKQSell

Lkq Corp

Insider

$80.7M−23.0%Feb 6
FISVSell

Fiserv Inc

Insider

$302.8M−20.0%Jan 6
LKQSell

Lkq Corp

Insider

$348.4M−52.0%Nov 2
NSITBuy

Insight Enterprises Inc

10% owner

$6.3M+2.0%Sep 1
NSITBuy

Insight Enterprises Inc

10% owner

$10.2M+3.0%Aug 29
NSITBuy

Insight Enterprises Inc

10% owner

$8.7M+2.0%Aug 24
NSITBuy

Insight Enterprises Inc

10% owner

$4.9M+1.0%Aug 17
LKQSell

Lkq Corp

Insider

$251.8M−28.0%May 19
NSITBuy

Insight Enterprises Inc

10% owner

$9.7M+3.0%May 17
NSITBuy

Insight Enterprises Inc

10% owner

$11.7M+3.0%May 12
FISVBuy

Fiserv Inc

Insider

$47.1M+4.0%May 10
FISVBuy

Fiserv Inc

Insider

$10.7M+1.0%May 4
NSITBuy

Insight Enterprises Inc

10% owner

$9.0M+3.0%Feb 28
TRNSell

Trinity Industries Inc

Insider

$107.5M−98.0%Feb 24
STXSell

Seagate Technology Holdings Plc

Insider

$221.4M−13.0%Feb 22
NSITBuy

Insight Enterprises Inc

Insider

$13.0M+4.0%Feb 22
STXSell

Seagate Technology Holdings Plc

Insider

$203.5M−11.0%Nov 15
TRNSell

Trinity Industries Inc

10% owner

$68.7M−16.0%Nov 10
STXSell

Seagate Technology Plc

Insider

$507.9M−100.0%May 4
STXSell

Seagate Technology Plc

Insider

$338.3M−60.0%Mar 5
STXSell

Seagate Technology Plc

10% owner

$42.4M−16.0%Jan 15
STXSell

Seagate Technology Plc

10% owner

$37.2M−14.0%Jan 11
STXSell

Seagate Technology Plc

10% owner

$70.4M−23.0%Jan 6
STXSell

Seagate Technology Plc

10% owner

$86.6M−26.0%Dec 31
BHCSell

Bausch Health Companies Inc.

Insider

$18.2M−5.0%Jun 9
HEBuy

Hawaiian Electric Industries Inc

Insider

$69.8M+110.0%Mar 13
ADSSell

Alliance Data Systems Corp

10% owner

$389.7M−74.0%Oct 30
UFIBuy

Unifi Inc

Insider

$69KSep 5
UFIBuy

Unifi Inc

Insider

$2.2M+9.0%Aug 14
AFISell

Armstrong Flooring, Inc.

Insider

$37.7M−74.0%Jun 21
ACASell

Arcosa, Inc.

Insider

$54.0M−26.0%Jun 14
UFIBuy

Unifi Inc

Insider

$1.1M+4.0%May 14
UFIBuy

Unifi Inc

Insider

$2.4M+10.0%May 9
AWISell

Armstrong World Industries Inc

Insider

$5.6M−100.0%May 3
ACASell

Arcosa, Inc.

10% owner

$46.1M−20.0%Mar 14
AWISell

Armstrong World Industries Inc

Insider

$33.4M−88.0%Mar 13
AWISell

Armstrong World Industries Inc

Insider

$127.1M−77.0%Mar 1
STXBuy

Seagate Technology Plc

10% owner

$99.9M+8.0%Feb 8
STXBuy

Seagate Technology Plc

Insider

$16.2M+1.0%Dec 10
ADSSell

Alliance Data Systems Corp

Insider

$39.7M−4.0%Nov 30
STXBuy

Seagate Technology Plc

Insider

$5.2MNov 30
STXBuy

Seagate Technology Plc

Insider

$15.5M+1.0%Nov 23
About Valueact Holdings, L.P.

ValueAct Holdings, L.P. is a Delaware limited partnership and investment vehicle associated with ValueAct Capital, a San Francisco‑based investment management firm founded in June 2000 to manage the capital of its founders and a limited number of outside investors.( The partnership functions as a key owner of ValueAct’s investment entities—SEC disclosures describe ValueAct Holdings, L.P. as the majority owner of the membership interests of VA Partners I, with related entities such as ValueAct Holdings II, L.P. owning significant stakes in the firm’s registered adviser, ValueAct Capital Management, L.P.( As an institutional investor and corporate insider, ValueAct Holdings, L.P. has reported substantial equity positions in a concentrated portfolio of public companies and has recently filed insider trades in Insight Enterprises Inc. (NSIT) in the capacity of a 10% beneficial owner (“See Remarks”).(

Through its affiliation with ValueAct Capital, ValueAct Holdings, L.P. participates in an activist, concentrated, value‑oriented strategy, acquiring significant ownership stakes in companies it views as undervalued and engaging constructively with management to drive long‑term value creation.( Portfolio data show that ValueAct Holdings, L.P. oversees multi‑billion‑dollar holdings, historically including large positions in companies such as Amazon, Salesforce, Meta Platforms, Visa, and other major public issuers, with veteran investor Jeff Ubben identified in filings and data services as the portfolio manager for the ValueAct platform.( The broader ValueAct organization is headquartered in San Francisco, California, manages capital for leading institutional and individual investors worldwide, and is recognized as a prominent activist and long‑term shareholder in U.S. and global equity markets.(

Written by Perplexity from public sources.

Filings come from SEC EDGAR. Not investment advice.