ValueAct Holdings II, L.P.

Director at Calibre Energy, Inc. · on record since May 19, 2023
See Remarks at Calibre Energy, Inc. · on record since May 19, 2023
Director at EXPRO GROUP HOLDINGS N.V. · on record since Aug 9, 2023
See Remarks at EXPRO GROUP HOLDINGS N.V. · on record since Aug 9, 2023
10% owner at ACA Capital Holdings Inc · on record since Mar 14, 2019
Director at Seagate Technology Holdings plc · on record since Feb 8, 2019
10% owner at Seagate Technology Holdings plc · on record since Feb 8, 2019
See Remarks at ACA Capital Holdings Inc · on record since Jun 14, 2019
Director at Armstrong Flooring, Inc. · on record since Jun 6, 2019
Director at TRINITY INDUSTRIES INC · on record since Jul 31, 2019
10% owner at BREAD FINANCIAL HOLDINGS, INC. · on record since Oct 30, 2019
Director at BREAD FINANCIAL HOLDINGS, INC. · on record since Oct 28, 2019
See Remarks at UNIFI INC · on record since Nov 1, 2019
Director at Enviva, LLC · on record since Jun 26, 2020
10% owner at INSIGHT ENTERPRISES INC · on record since Feb 28, 2022
Director at INSIGHT ENTERPRISES INC · on record since Feb 28, 2022
See Remarks at INSIGHT ENTERPRISES INC · on record since Feb 22, 2023
Director at LKQ CORP · on record since Feb 16, 2023
See Remarks at LKQ CORP · on record since Feb 16, 2023
Director at · on record since Feb 9, 2023
See Remarks at · on record since Feb 9, 2023
Director at · on record since Jan 6, 2023
See Remarks at · on record since Jan 6, 2023
Director at · on record since Mar 3, 2023
See Remarks at · on record since Mar 3, 2023

Insider trading activity of ValueAct Holdings II, L.P.

Transactions on record: 32; since May 8, 2019

Open-market buys: 13; $125M

Open-market sells: 10; $134.5M

Companies traded: 11; last filing Dec 8, 2025

Figures computed from official regulatory filings — .

Companies where ValueAct Holdings II, L.P. has traded

1 tx · $25M · Dec 8, 2025
4 tx · $10.9M · Feb 16, 2023
3 tx · $73.9M · Feb 8, 2023
1 tx · May 20, 2022
6 tx · $235.4M · Apr 30, 2021
9 tx · $42.4M · Jan 15, 2021
2 tx · $36.5M · Jun 9, 2020
3 tx · $50M · Jun 5, 2020
1 tx · $5.8M · May 19, 2020
1 tx · $2.2M · Aug 14, 2019
1 tx · Jun 6, 2019

Track record of ValueAct Holdings II, L.P.

Statistical track record

Free account

Open-market buys: 16

Last buy: Dec 5, 2025

Win rates, median returns and the proven-insider analysis come with a free account.

Transaction history of ValueAct Holdings II, L.P.

Co-insiders of ValueAct Holdings II, L.P.

This page republishes public regulatory disclosures.

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
Salesforce, Inc.Listing on record	Dec 8, 2025	Buy	96,000	260.58 USD	$25M	conv 38First in 12mo	SEC
INSIGHT ENTERPRISES INCListing on record	Feb 16, 2023	Buy	25,092	127.45 USD	$3.2M	conv 4	SEC
INSIGHT ENTERPRISES INCListing on record	Feb 16, 2023	Buy	38,237	128.62 USD	$4.9M	conv 4	SEC
INSIGHT ENTERPRISES INCListing on record	Feb 16, 2023	Buy	22,026	126.63 USD	$2.8M	conv 11First in 12mo	SEC
LKQ CORPListing on record	Feb 8, 2023	Sell	-371,976	55.91 USD	$20.8M		SEC
LKQ CORPListing on record	Feb 8, 2023	Sell	-443,467	55.81 USD	$24.7M		SEC
LKQ CORPListing on record	Feb 8, 2023	Sell	-502,529	56.40 USD	$28.3M		SEC
FISERV INCListing unverified	May 20, 2022	Award	2,231	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
INSIGHT ENTERPRISES INCListing on record	Feb 17, 2022	AwardD (derivative)	328	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
TRINITY INDUSTRIES INCListing on record	Apr 30, 2021	Other	-8,100,000	27.47 USD	$222.5M		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-17,918	60.01 USD	$1.1M		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-1,175	60.05 USD	$70.6K		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-7,531	60.05 USD	$452.2K		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-75,782	60.30 USD	$4.6M		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-114,853	60.01 USD	$6.9M		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-485,775	60.30 USD	$29.3M	Unusual size	SEC
Bausch Health Companies Inc.Listing on record	Jun 9, 2020	Buy	948,353	19.24 USD	$18.2M	conv 27Cluster	SEC
Bausch Health Companies Inc.Listing on record	Jun 9, 2020	Sell	-948,353	19.24 USD	$18.2M		SEC
Nikola CorpListing unverified	Jun 5, 2020	Award	8,686,587	—	n/a (No price was disclosed in the filing)		SEC
Nikola CorpListing unverified	Jun 5, 2020	Buy	5,000,000	10.00 USD	$50M	conv 73Unusual size	SEC
Nikola CorpListing unverified	Jun 5, 2020	Award	6,675,437	—	n/a (No price was disclosed in the filing)		SEC
AES CORPListing on record	May 19, 2020	Buy	500,000	11.67 USD	$5.8M	conv 52Cluster	SEC
TRINITY INDUSTRIES INCListing on record	Feb 11, 2020	Buy	8,002	20.96 USD	$167.7K	conv 34Cluster	SEC
TRINITY INDUSTRIES INCListing on record	Feb 11, 2020	Buy	100	20.99 USD	$2.1K	conv 29Cluster	SEC
UNIFI INCListing on record	Aug 14, 2019	Buy	115,000	18.80 USD	$2.2M	conv 19	SEC

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
Salesforce, Inc.Listing on record	Dec 8, 2025	Buy	96,000	260.58 USD	$25M	conv 38First in 12mo	SEC
INSIGHT ENTERPRISES INCListing on record	Feb 16, 2023	Buy	25,092	127.45 USD	$3.2M	conv 4	SEC
INSIGHT ENTERPRISES INCListing on record	Feb 16, 2023	Buy	38,237	128.62 USD	$4.9M	conv 4	SEC
INSIGHT ENTERPRISES INCListing on record	Feb 16, 2023	Buy	22,026	126.63 USD	$2.8M	conv 11First in 12mo	SEC
LKQ CORPListing on record	Feb 8, 2023	Sell	-371,976	55.91 USD	$20.8M		SEC
LKQ CORPListing on record	Feb 8, 2023	Sell	-443,467	55.81 USD	$24.7M		SEC
LKQ CORPListing on record	Feb 8, 2023	Sell	-502,529	56.40 USD	$28.3M		SEC
FISERV INCListing unverified	May 20, 2022	Award	2,231	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
INSIGHT ENTERPRISES INCListing on record	Feb 17, 2022	AwardD (derivative)	328	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
TRINITY INDUSTRIES INCListing on record	Apr 30, 2021	Other	-8,100,000	27.47 USD	$222.5M		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-17,918	60.01 USD	$1.1M		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-1,175	60.05 USD	$70.6K		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-7,531	60.05 USD	$452.2K		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-75,782	60.30 USD	$4.6M		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-114,853	60.01 USD	$6.9M		SEC
Seagate Technology Holdings plcListing on record	Jan 15, 2021	Sell	-485,775	60.30 USD	$29.3M	Unusual size	SEC
Bausch Health Companies Inc.Listing on record	Jun 9, 2020	Buy	948,353	19.24 USD	$18.2M	conv 27Cluster	SEC
Bausch Health Companies Inc.Listing on record	Jun 9, 2020	Sell	-948,353	19.24 USD	$18.2M		SEC
Nikola CorpListing unverified	Jun 5, 2020	Award	8,686,587	—	n/a (No price was disclosed in the filing)		SEC
Nikola CorpListing unverified	Jun 5, 2020	Buy	5,000,000	10.00 USD	$50M	conv 73Unusual size	SEC
Nikola CorpListing unverified	Jun 5, 2020	Award	6,675,437	—	n/a (No price was disclosed in the filing)		SEC
AES CORPListing on record	May 19, 2020	Buy	500,000	11.67 USD	$5.8M	conv 52Cluster	SEC
TRINITY INDUSTRIES INCListing on record	Feb 11, 2020	Buy	8,002	20.96 USD	$167.7K	conv 34Cluster	SEC
TRINITY INDUSTRIES INCListing on record	Feb 11, 2020	Buy	100	20.99 USD	$2.1K	conv 29Cluster	SEC
UNIFI INCListing on record	Aug 14, 2019	Buy	115,000	18.80 USD	$2.2M	conv 19	SEC