Generalist · Milwaukee, WI
Artisan Partners Limited Partnership
- Software
- $2.0B
- Weight of 13F
- 3.0%
- Names
- 19
- Vs prior quarter
- −$483M
Filed 13 August 2026.
341 positions in the whole 13F.
Software held
- ShopifySHOP4,074,005 shares · 23.1% of their software$465M−$52.3M
- Tyler TechnologiesTYL704,625 shares · 10.2% of their software$206M+$24.5M
- AkamaiAKAM1,447,442 shares · 8.5% of their software$171M+$151M
- CrowdStrikeCRWD207,080 shares · 7.9% of their software$158M+$22.8M
- MongoDBMDB394,179 shares · 6.6% of their software$132M−$168M
- ServiceNowNOW1,231,729 shares · 6.1% of their software$122MNew
- CloudflareNET489,716 shares · 6.0% of their software$120M−$17.8M
- GuidewireGWRE970,325 shares · 5.9% of their software$119M−$51.9M
- SnowflakeSNOW443,946 shares · 5.6% of their software$113M+$13.0M
- NICENICE1,076,768 shares · 4.9% of their software$97.8M−$30.2M
- TwilioTWLO413,729 shares · 4.2% of their software$85.4MNew
- WaystarWAY3,679,251 shares · 3.8% of their software$75.5M−$30.8M