Jeff Ubben - ValueAct Holdings
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 9.07 $87.08–99.99 · VW $95.30i SEC
2017   Q4 9,014,063 9.07 Add 0.01% <0.01 $80.70–96.07 · VW $90.18i $771,062,000 SEC
2017   Q3 9,013,474 7.64 Reduce 43.71% 4.47 $72.92–86.20 · VW $81.10i $671,413,000 SEC
2017   Q2 16,012,799 10.23 Reduce 30.42% 3.92 $68.02–74.96 · VW $72.58i $1,103,762,000 SEC
2017   Q1 23,012,089 12.90 Reduce 40.42% 8.11 $63.62–70.74 · VW $68.07i $1,515,576,000 SEC
2016   Q4 38,626,497 20.07 Add 0.00% <0.01 $58.80–65.91 · VW $62.90i $2,400,251,000 SEC
2016   Q3 38,624,678 20.00 Reduce 31.79% 8.60 $55.61–61.41 · VW $59.09i $2,224,781,000 SEC
2016   Q2 56,624,678 27.04 Add 0.00% <0.01 $48.04–58.70 · VW $54.73i $2,897,485,000 SEC
2016   Q1 56,623,770 32.49 $55.23 $3,127,331,000 SEC
2015   Q4 56,623,770 26.12 Reduce 24.78% 6.00 $48.19–56.85 · VW $51.97i $3,141,487,000 SEC
2015   Q3 75,273,091 24.20 Add 0.00% <0.01 $41.66–54.98 · VW $50.33i $3,331,587,000 SEC
2015   Q2 75,271,429 22.46 $44.15 $3,323,234,000 SEC
2015   Q1 75,271,429 22.91 Add 1.39% 0.31 $40.12–49.54 · VW $45.51i $3,060,160,000 SEC
2014   Q4 74,238,243 27.90 Add 0.00% <0.01 $40.23–49.06 · VW $44.38i $3,448,366,000 SEC
2014   Q3 74,237,469 29.48 Add 0.00% <0.01 $42.10–50.05 · VW $46.65i $3,441,649,000 SEC
2014   Q2 74,236,642 29.92 Add 4.14% 1.19 $39.86–45.71 · VW $43.67i $3,095,668,000 SEC
2014   Q1 71,285,530 29.41 Add 6.61% 1.82 $37.49–41.66 · VW $40.03i $2,921,994,000 SEC
2013   Q4 66,865,530 27.63 $37.41 $2,501,439,000 SEC
2013   Q3 66,865,530 26.78 Add 15.78% 3.65 $30.95–38.29 · VW $35.79i $2,227,291,000 SEC
2013   Q2 57,750,000 27.39 Buy 27.39 $30.84–36.43 · VW $33.56i $1,994,108,000 SEC
Price snapshot:
Current price$390.99
52-week low$349.20
52-week high$551.05