ValueAct Capital's V Position Overview
ValueAct Capital (via Valueact Holdings, L.P.) currently holds 1.6M shares of Visa Inc. (V) worth $534.55 M, representing 9.01% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, ValueAct Capital has maintained this position in V for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 939.4K shares. Largest reduction occurred in Q2 2025, reducing 68.0K shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by ValueAct Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +373,600 | New Buy | 373,600 | $274.95 |
| Q1 2025 | +939,350 | Add 251.43% | 1.31 M | $350.46 |
| Q2 2025 | -68,000 | Reduce 5.18% | 1.24 M | $355.05 |
| Q3 2025 | +320,900 | Add 25.78% | 1.57 M | $341.38 |
ValueAct Capital's Visa Investment FAQs
ValueAct Capital first purchased Visa Inc. (V) in Q3 2024, acquiring 373,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital has held Visa Inc. (V) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital's largest addition to Visa Inc. (V) was in Q1 2025, adding 1,312,950 shares worth $460.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, ValueAct Capital's firm, Valueact Holdings, L.P., owns 1,565,850 shares of Visa Inc. (V), valued at approximately $534.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Visa Inc. (V) represents approximately 9.01% of ValueAct Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital's peak holding in Visa Inc. (V) was 1,565,850 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.