SEC 13F Intelligence

Valueact Holdings, L.P. / V

Valueact Holdings, L.P.’s Visa Inc Position

Does Valueact Holdings, L.P. own Visa Inc (V)? Yes — 2.32M shares worth $700M (+12.26% of its 13F portfolio) as of Q1 2026, up from 1.72M shares the prior filed quarter.

Position Value
$700M
Q1 2026
Shares
2.32M
% of Portfolio
+12.26%
Quarters Held
7
currently held

Position History V

Reported value by quarter
Q3 ’24: $205MQ3 ’24Q4 ’24: $118MQ4 ’24Q1 ’25: $460MQ1 ’25Q2 ’25: $442MQ2 ’25Q3 ’25: $535MQ3 ’25Q4 ’25: $603MQ4 ’25Q1 ’26: $700MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.32M$700M+12.26%
Q4 20251.72M$603M+8.58%
Q3 20251.57M$535M+9.01%
Q2 20251.24M$442M+7.89%
Q1 20251.31M$460M+10.04%
Q4 2024373.6K$118M+2.69%
Q3 2024747.2K$205M+2.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valueact Holdings, L.P.’s full portfolio or all institutional holders of V.