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.

• ZoomZM−$279M$1.1B
• Uber Technologies, Inc.UBER+$130M$246M
• VeevaVEEV−$115M$1.5B
• PagSeguro Digital Ltd.PAGS+$84.8M$550M
• SynopsysSNPS+$60.3M$123M

Software held

• VeevaVEEV6,260,687 shares · 16.1% of their software · price +$489M$1.5B−$115M
• MicrosoftMSFT6,726,854 shares · 15.0% of their software · price +$308M$1.4B+$43.5M
• ZoomZM4,465,535 shares · 12.4% of their software · price +$480M$1.1B−$279M
• OracleORCL11,496,439 shares · 7.0% of their software · price +$79.8M$635MFlat
• PagSeguro Digital Ltd.PAGS15,557,612 shares · 6.0% of their software · price +$249M$550M+$84.8M
• NICENICE2,259,196 shares · 4.7% of their software · price +$103M$428M+$39.4M
• GuidewireGWRE3,809,913 shares · 4.6% of their software · price +$120M$422M−$25.9M
• ZscalerZS3,832,619 shares · 4.6% of their software · price +$186M$420M−$26.8M
• HubSpotHUBS1,843,910 shares · 4.5% of their software · price +$168M$414M+$17.2M
• Roper Technologies, Inc.ROP686,029 shares · 2.9% of their software · price +$52.4M$266M+$8.4M
• Uber Technologies, Inc.UBER7,910,122 shares · 2.7% of their software · price +$25.0M$246M+$130M
• DatadogDDOG2,381,188 shares · 2.3% of their software · price +$121M$207M+$12.7M
• BlackLineBL2,290,356 shares · 2.1% of their software · price +$69.4M$190M+$14.3M
• TrimbleTRMB4,249,244 shares · 2.0% of their software · price +$48.3M$184M+$20.5M
• Q2QTWO2,102,448 shares · 2.0% of their software · price +$56.2M$180M+$14.1M
• VeriskVRSK986,246 shares · 1.8% of their software · price +$30.4M$168M+$28.3M
• Tyler TechnologiesTYL448,556 shares · 1.7% of their software · price +$22.6M$156M+$49.9M
• SynopsysSNPS628,585 shares · 1.3% of their software · price +$41.6M$123M+$60.3M
• StoneCo Ltd.STNE2,862,408 shares · 1.2% of their software · price +$48.6M$111M−$23.6M
• ACI WorldwideACIW2,743,518 shares · 0.8% of their software · price +$7.8M$74.0M+$7.5M
• VeriSign, Inc.VRSN317,803 shares · 0.7% of their software · price +$8.5M$65.7M−$1.9M
• MorningstarMORN401,205 shares · 0.6% of their software · price +$9.9M$56.6M+$10.3M
• NetApp, Inc.NTAP1,254,407 shares · 0.6% of their software · price +$3.4M$55.7M−$1.5M
• LiveRamp Holdings, Inc.RAMP1,055,727 shares · 0.5% of their software · price +$10.1M$44.8M+$12.9M
• Radware Ltd.RDWR1,631,054 shares · 0.4% of their software · price +$4.1M$38.5M+$7.8M
• DescartesDSGX631,363 shares · 0.4% of their software · price +$11.7M$33.3M+$10.4M
• WorkivaWK545,734 shares · 0.3% of their software · price +$11.5M$29.2MNew · +$17.6M
• VaronisVRNS271,784 shares · 0.3% of their software · price +$6.7M$24.0M+$1.9M
• PaylocityPCTY128,237 shares · 0.2% of their software · price +$7.4M$18.7M+$4.7M
• BlackBerry LimitedBB2,116,694 shares · 0.1% of their software · price +$1.6M$10.3MFlat