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Jeffrey Ubben

ValueAct Holdings

Jeffrey Ubben Meta Platforms Inc stake

total: 106

ValueAct Holdings META trades

Total transactions:
6
New positions:
1
Added:
3
Reduced:
2
Held since:
2024 Q3
Held for:
7 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Jeffrey Ubben holds 915,674 Meta Platforms Inc (META) shares with a market value of roughly $523.88M accounting for 9.17% of the overall portfolio. To date, the estimated cost basis is nearly $607.98 for "buy" trades and estimated average "sell" price is $696.17. ValueAct Holdings first purchased META in 2024 Q3, initially acquiring 211,500 shares. Since the initial investment in Meta Platforms Inc (META), ValueAct Holdings has made 5 more transactions.

How many META shares does Jeffrey Ubben currently hold?

According to 2026 Q1 report, Jeffrey Ubben holds 915,674 shares of Meta Platforms Inc (META), valued at around $523.88M.

When did Jeffrey Ubben buy Meta Platforms Inc (META)?

Jeffrey Ubben first invested in Meta Platforms Inc (META) in 2024 Q3 at the reported quarter-end price of $572.44 per share.

What's the cost basis of ValueAct Holdings's META stake?

The estimated cost basis for Meta Platforms Inc (META) stake is around $607.98 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$607.98
Weighted AVG sell price:
$696.17

Jeffrey Ubben's historical trades in Meta Platforms Inc

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
9.17%
915,674
$572.13
$523,884,566
-12.62% (-132,300)
-1.08%
2025 Q4
9.85%
1,047,974
$660.09
$691,757,158
+36.34% (+279,300)
+2.62%
2025 Q3
9.52%
768,674
$734.38
$564,498,812
+23.31% (+145,300)
+1.8%
2025 Q2
8.22%
623,374
$738.09
$460,106,116
-38.58% (-391,500)
-6.31%
2025 Q1
12.77%
1,014,874
$576.36
$584,932,779
+379.85% (+803,374)
+10.11%
2024 Q3
2.77%
211,500
$572.44
$121,071,060
new
+2.77%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.