Portfolio (Quarterly) Guide ↗

ValueAct Holdings, L.P.

· CIK 0001418814

13F Portfolio $5.7B AUM 18 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 2 Added 11 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NSIT	INSIGHT ENTERPRISES INC	Technology	1,216,592	$99.1M	1.41%	SOLD

Sector Allocation

Financial Services 35.9%

Technology 29.4%

Communication Services 18.5%

Consumer Cyclical 11.2%

Industrials 4.5%

Real Estate 0.6%