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  Strategic Education, Inc. (STRA)
← All STRA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 1.04 $87.51–173.65 · VW $111.33i SEC
2020   Q2 591,375 1.04 Reduce 9.02% 0.12 $110.00–187.98 · VW $159.26i $90,865,000 SEC
2020   Q1 650,000 1.31 Reduce 3.46% 0.04 $108.90–176.39 · VW $147.70i $90,844,000 SEC
2019   Q4 673,265 1.08 Add 34.45% 0.28 $122.08–159.65 · VW $139.02i $106,982,000 SEC
2019   Q3 500,765 0.73 Add 114.22% 0.39 $131.44–189.79 · VW $163.95i $68,044,000 SEC
2019   Q2 233,765 0.43 Reduce 46.41% 0.29 $130.05–186.95 · VW $164.61i $41,610,000 SEC
2019   Q1 436,241 0.63 Add 7.78% 0.05 $106.20–151.18 · VW $124.94i $57,283,000 SEC
2018   Q4 404,741 0.57 Add 67.15% 0.23 $102.22–154.89 · VW $128.24i $45,906,000 SEC
2018   Q3 242,141 0.33 Buy 0.33 $112.38–138.97 · VW $129.36i $33,181,000 SEC
Price snapshot:
Current price$85.72
52-week low$69.17
52-week high$86.08