Artisan Partners Limited Partnership

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

• Q2 202626 names$2.4B−$598M
• Q1 202631 names$2.9B−$707M
• Q4 202533 names · $123M in calls, not in the total$4.5B−$2.2B
• Q3 202538 names$7.1B−$1.1B
• Q2 202542 names$8.0B+$85.4M
• Q1 202544 names$6.6B+$236M
• Q4 202443 names$7.0B−$2.2B
• Q3 202446 names$8.5B−$813M
• Q2 202448 names · $46.3M in calls, not in the total$9.0B+$6.3M
• Q1 202444 names$9.5B−$358M
• Q4 202341 names$9.5B−$1.1B
• Q3 202340 names · $66.5M in calls, not in the total$9.4B−$181M
• Q2 202340 names$9.5B+$747M
• Q1 202338 names$7.9B+$11.7M
• Q4 202241 names$6.9B+$1.5B
• Q3 202243 names · $52.2M in calls, not in the total$6.2B+$176M
• Q2 202235 names$6.3B−$832M
• Q1 202235 names$9.1B−$999M
• Q4 202140 names · $145M in calls, not in the total$12.3B+$219M
• Q3 202139 names$11.9B−$118M
• Q2 202137 names · $290M in calls, not in the total$11.8B+$407M
• Q1 202135 names$9.9B−$281M
• Q4 202032 names · $133M in calls, not in the total$10.8B+$189M
• Q3 202030 names$8.9B−$1.1B
• Q2 202030 names$9.1B+$14.7M
• Q1 202032 names$6.3B+$677M
• Q4 201929 names$5.7B+$835M
• Q3 201927 names$4.9B+$418M
• Q2 201930 names · $48.6M in calls, not in the total$4.6B+$158M
• Q1 201933 names$4.0B+$265M
• Q4 201826 names$2.8B+$17.7M
• Q3 201816 names$3.4B−$48.3M
• Q2 201818 names$3.0B+$96.1M
• Q1 201819 names$2.8B−$229M
• Q4 201719 names · $3.5M in calls, not in the total$2.8B−$156M
• Q3 201723 names$2.9B−$68.1M
• Q2 201719 names$2.9B−$201M
• Q1 201720 names$2.8B−$318M
• Q4 201619 names$2.8B−$619M
• Q3 201621 names$3.5B+$106M
• Q2 201621 names$3.2B—

What moved the book

The five software lines with the largest share change this quarter.

• VeevaVEEV+$156M$223M
• MicrosoftMSFT−$66.4M$545M
• WorkdayWDAY+$60.9M$547M
• OracleORCL−$42.9M$708M
• SalesforceCRM+$16.3M$126M

Software held

• OracleORCL18,022,768 shares · 20.2% of their software · price −$29.7M$708M−$42.9M
• WorkdayWDAY5,968,034 shares · 15.6% of their software · price +$102M$547M+$60.9M
• MicrosoftMSFT9,466,959 shares · 15.5% of their software · price +$60.9M$545M−$66.4M
• GuidewireGWRE5,092,987 shares · 8.7% of their software · price −$9.1M$305MFlat
• VeevaVEEV5,391,874 shares · 6.3% of their software · price +$38.6M$223M+$156M
• Palo Alto NetworksPANW1,155,903 shares · 5.2% of their software · price +$42.4M$184M−$3.7M
• VeriskVRSK2,197,321 shares · 5.1% of their software$179M−$4.5M
• Roper Technologies, Inc.ROP797,907 shares · 4.1% of their software · price +$9.5M$146M−$3.2M
• SalesforceCRM1,771,624 shares · 3.6% of their software · price −$14.3M$126M+$16.3M
• SynopsysSNPS1,913,613 shares · 3.2% of their software · price +$10.1M$114M−$8.1M
• IntuitINTU953,083 shares · 3.0% of their software · price −$1.5M$105M−$2.8M
• CoStarCSGP332,943 shares · 2.1% of their software · price −$709K$72.1M−$1.1M
• Tyler TechnologiesTYL297,978 shares · 1.5% of their software · price +$1.3M$51.0M−$753K
• Q2QTWO1,729,811 shares · 1.4% of their software · price +$1.1M$49.6M−$736K
• TrimbleTRMB1,298,625 shares · 1.1% of their software · price +$5.5M$37.1M−$807K
• BlackbaudBLKB510,069 shares · 1.0% of their software · price −$796K$33.8M−$527K
• SPS CommerceSPSC360,764 shares · 0.8% of their software · price +$4.6M$26.5MFlat
• ACI WorldwideACIW886,882 shares · 0.5% of their software$17.2MFlat
• Manhattan AssociatesMANH288,260 shares · 0.5% of their software · price −$1.9M$16.6M+$7.1M
• PaylocityPCTY330,638 shares · 0.4% of their software$14.7MFlat
• HubSpotHUBS209,519 shares · 0.3% of their software · price +$3.0M$12.1M+$2.2M