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  Spotify Technology S.A. (SPOT)
← All SPOT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 358,500 3.04 Buy 3.04 $405.00–609.20 · VW $493.09i $173,840,235 SEC
2024   Q3 0 0.00 Sell 100.00% 5.97 $288.07–389.23 · VW $334.29i SEC
2024   Q2 676,553 5.97 Reduce 17.55% 0.84 $260.80–331.08 · VW $299.67i $212,295,566 SEC
2024   Q1 820,553 4.77 Reduce 20.14% 0.78 $185.37–278.30 · VW $234.99i $216,543,937 SEC
2023   Q4 1,027,553 3.86 Reduce 18.05% 0.79 $145.76–202.88 · VW $174.22i $193,087,484 SEC
2023   Q3 1,253,853 4.36 Reduce 30.31% 1.36 $129.23–182.00 · VW $153.06i $193,895,828 SEC
2023   Q2 1,799,141 4.49 Reduce 20.01% 0.98 $128.67–161.66 · VW $145.28i $288,852,088 SEC
2023   Q1 2,249,141 4.89 Buy 4.89 $79.14–134.36 · VW $113.95i $300,530,220 SEC
Price snapshot:
Current price$479.84
Avg. buy price$484.91
+/- since buy-1.05%
52-week low$405.00
52-week high$748.30