Generalist · Milwaukee, WI
Artisan Partners Limited Partnership
Q1 2022 · compared with Q4 2021
- Software
- $9.1B
- Weight of 13F
- 12.0%
- Names
- 35
- Net bought
- −$999M
Filed 13 May 2022 · SEC filing.
320 positions in the whole 13F.
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.
Software held
- VeevaVEEV7,883,682 shares · 18.5% of their software · price −$339M$1.7B+$88.8M
- MicrosoftMSFT3,445,108 shares · 11.7% of their software · price −$96.5M$1.1B−$87.4M
- HubSpotHUBS2,218,689 shares · 11.6% of their software · price −$409M$1.1B+$115M
- NICENICE2,854,671 shares · 6.9% of their software · price −$242M$625M−$258M
- ZscalerZS1,488,886 shares · 4.0% of their software · price −$119M$359M+$77.4M
- ShopifySHOP497,972 shares · 3.7% of their software · price −$349M$337M+$51.8M
- DatadogDDOG2,109,097 shares · 3.5% of their software · price −$56.2M$319M−$66.4M
- UnityU3,108,289 shares · 3.4% of their software · price −$136M$308M+$164M
- CrowdStrikeCRWD1,351,556 shares · 3.4% of their software · price +$30.2M$307M−$89.9M
- SynopsysSNPS882,479 shares · 3.2% of their software · price −$31.1M$294M−$39.4M
- ZoomInfoZI4,654,269 shares · 3.1% of their software$278M—
- Tyler TechnologiesTYL621,752 shares · 3.1% of their software · price −$57.9M$277MFlat
- TrimbleTRMB2,580,463 shares · 2.1% of their software · price −$38.8M$186M−$33.2M
- Lyft, Inc.LYFT4,631,308 shares · 2.0% of their software · price −$20.1M$178MFlat
- BILLBILL755,406 shares · 1.9% of their software · price −$16.9M$171M+$12.2M
- WorkivaWK1,421,829 shares · 1.9% of their software · price −$17.8M$168M+$46.8M
- IntuitINTU339,373 shares · 1.8% of their software · price −$55.1M$163M+$12.2M
- BlackLineBL2,093,811 shares · 1.7% of their software · price −$63.5M$153M−$30.3M
- Global-EGLBE4,459,884 shares · 1.7% of their software · price −$132M$151MSplit
- Q2QTWO2,071,722 shares · 1.4% of their software · price −$36.9M$128MFlat
- Radware Ltd.RDWR3,632,140 shares · 1.3% of their software · price −$35.1M$116M−$19.4M
- GuidewireGWRE1,202,213 shares · 1.3% of their software · price −$22.7M$114MFlat
- MorningstarMORN404,548 shares · 1.2% of their software · price −$27.8M$111M−$5.5M
- DescartesDSGX1,251,235 shares · 1.0% of their software · price −$11.8M$91.6M+$7.6M
- Bentley SystemsBSY2,006,368 shares · 1.0% of their software · price −$8.3M$88.6M+$9.0M
- NetApp, Inc.NTAP771,173 shares · 0.7% of their software · price −$6.9M$64.0M−$3.7M
- Check PointCHKP450,718 shares · 0.7% of their software · price +$9.8M$62.3M−$2.6M
- Agilysys, Inc.AGYS1,410,400 shares · 0.6% of their software · price −$6.5M$56.2MFlat
- Commerce.com, Inc.CMRC1,967,146 shares · 0.5% of their software · price −$26.5M$43.1M−$107M
- DoubleVerifyDV1,259,089 shares · 0.3% of their software · price −$10.2M$31.7M+$13.9M
- FreshworksFRSH1,654,340 shares · 0.3% of their software · price −$13.8M$29.6MFlat
- VeriskVRSK118,567 shares · 0.3% of their software · price −$1.7M$25.4M−$64.3M
- Sprout SocialSPT236,816 shares · 0.2% of their software · price −$2.5M$19.0MNew · +$21.5M
- ProcorePCOR258,608 shares · 0.2% of their software · price −$5.7M$15.0MNew · +$20.7M
- Kingsoft Cloud Holdings LimitedKC518,119 shares · 0.0% of their software · price −$5.0M$3.1MFlat