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.

• OracleORCL−$576M$64.7M
• MicrosoftMSFT−$403M$999M
• NICENICE+$137M$678M
• ZscalerZS−$111M$396M
• VeevaVEEV−$105M$1.6B

Software held

• VeevaVEEV5,814,201 shares · 18.4% of their software · price +$272M$1.6B−$105M
• ZoomZM2,305,752 shares · 12.2% of their software · price +$499M$1.1BSplit
• MicrosoftMSFT4,747,557 shares · 11.2% of their software · price +$32.4M$999M−$403M
• NICENICE2,984,405 shares · 7.6% of their software · price +$113M$678M+$137M
• PagSeguro Digital Ltd.PAGS15,483,047 shares · 6.6% of their software · price +$36.7M$584MFlat
• HubSpotHUBS1,932,169 shares · 6.4% of their software · price +$131M$565M+$19.8M
• ZscalerZS2,818,127 shares · 4.5% of their software · price +$87.9M$396M−$111M
• GuidewireGWRE3,374,035 shares · 4.0% of their software · price −$22.2M$352M−$48.3M
• Uber Technologies, Inc.UBER8,632,058 shares · 3.5% of their software · price +$46.6M$315M+$22.4M
• Tyler TechnologiesTYL746,275 shares · 2.9% of their software · price +$1.3M$260M+$103M
• Roper Technologies, Inc.ROP537,807 shares · 2.4% of their software · price +$3.7M$212M−$57.5M
• BlackLineBL2,318,491 shares · 2.3% of their software · price +$15.6M$208M+$2.3M
• TrimbleTRMB4,250,530 shares · 2.3% of their software · price +$23.4M$207MFlat
• DatadogDDOG1,928,259 shares · 2.2% of their software · price +$29.3M$197M−$39.4M
• SynopsysSNPS911,576 shares · 2.2% of their software · price +$17.3M$195M+$55.2M
• Q2QTWO1,992,336 shares · 2.0% of their software · price +$10.9M$182M−$9.4M
• VeriskVRSK919,694 shares · 1.9% of their software · price +$13.9M$170M−$11.3M
• StoneCo Ltd.STNE2,968,366 shares · 1.8% of their software · price +$41.9M$157M+$4.1M
• OracleORCL1,083,612 shares · 0.7% of their software · price +$4.8M$64.7M−$576M
• Radware Ltd.RDWR2,428,829 shares · 0.7% of their software · price +$1.6M$58.9M+$18.8M
• LiveRamp Holdings, Inc.RAMP1,119,395 shares · 0.7% of their software · price +$10.4M$58.0M+$2.7M
• UnityU606,300 shares · 0.6% of their software$52.9MNew · +$52.9M
• MorningstarMORN316,926 shares · 0.6% of their software · price +$6.2M$50.9M−$11.9M
• DescartesDSGX766,763 shares · 0.5% of their software · price +$3.1M$43.7M+$7.2M
• NetApp, Inc.NTAP956,682 shares · 0.5% of their software · price −$507K$41.9M−$13.2M
• VeriSign, Inc.VRSN187,798 shares · 0.4% of their software$38.5M−$26.9M
• JFrogFROG321,467 shares · 0.3% of their software$27.2MNew · +$27.2M
• WorkivaWK472,118 shares · 0.3% of their software · price +$1.1M$26.3M−$3.9M
• CloudflareNET378,475 shares · 0.2% of their software · price +$1.9M$15.5MNew · +$13.6M
• Bentley SystemsBSY155,986 shares · 0.1% of their software$4.9MNew · +$4.9M