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 Ed Inc (STRA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 1.04 SEC
2020   Q2 591,375 1.04 Reduce 9.02% 0.12 $153.65 $90,865,000 SEC
2020   Q1 650,000 1.31 Reduce 3.46% 0.04 $139.76 $90,844,000 SEC
2019   Q4 673,265 1.08 Add 34.45% 0.28 $158.90 $106,982,000 SEC
2019   Q3 500,765 0.73 Add 114.22% 0.39 $135.88 $68,044,000 SEC
2019   Q2 233,765 0.43 Reduce 46.41% 0.29 $178.00 $41,610,000 SEC
2019   Q1 436,241 0.63 Add 7.78% 0.05 $131.31 $57,283,000 SEC
2018   Q4 404,741 0.57 Add 67.15% 0.23 $113.42 $45,906,000 SEC
2018   Q3 242,141 0.33 Buy 0.33 $137.03 $33,181,000 SEC