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.

• NICENICE−$295M$290M
• VeevaVEEV+$201M$1.7B
• Palo Alto NetworksPANW+$189M$150M
• HubSpotHUBS−$175M$556M
• MicrosoftMSFT−$161M$751M

Software held

• VeevaVEEV8,830,170 shares · 27.8% of their software · price −$127M$1.7B+$201M
• MicrosoftMSFT2,923,147 shares · 11.9% of their software · price −$150M$751M−$161M
• HubSpotHUBS1,850,302 shares · 8.9% of their software · price −$322M$556M−$175M
• NICENICE1,506,726 shares · 4.6% of their software · price −$40.0M$290M−$295M
• SynopsysSNPS869,652 shares · 4.2% of their software · price −$25.7M$264M−$4.3M
• ZscalerZS1,593,820 shares · 3.8% of their software · price −$146M$238M+$25.3M
• CrowdStrikeCRWD1,251,343 shares · 3.4% of their software · price −$73.2M$211M−$22.8M
• Tyler TechnologiesTYL592,995 shares · 3.1% of their software · price −$66.7M$197M−$12.8M
• DatadogDDOG1,820,306 shares · 2.8% of their software · price −$102M$173M−$43.7M
• ZoomInfoZI4,962,769 shares · 2.6% of their software$165M—
• Palo Alto NetworksPANW303,208 shares · 2.4% of their software · price −$39.0M$150MNew · +$189M
• UnityU4,012,037 shares · 2.4% of their software · price −$250M$148M+$89.7M
• TrimbleTRMB2,370,115 shares · 2.2% of their software · price −$33.0M$138M−$15.2M
• BlackLineBL1,782,831 shares · 1.9% of their software · price −$11.8M$119M−$22.8M
• BILLBILL846,040 shares · 1.5% of their software · price −$98.9M$93.0M+$20.6M
• Global-EGLBE4,470,734 shares · 1.4% of their software · price −$60.8M$90.2MFlat
• MorningstarMORN362,727 shares · 1.4% of their software · price −$11.4M$87.7M−$11.4M
• WorkivaWK1,176,915 shares · 1.2% of their software · price −$61.2M$77.7M−$28.9M
• GuidewireGWRE1,024,689 shares · 1.2% of their software · price −$24.2M$72.7M−$16.8M
• Q2QTWO1,765,434 shares · 1.1% of their software · price −$40.7M$68.1M−$18.9M
• Radware Ltd.RDWR3,135,371 shares · 1.1% of their software · price −$32.3M$67.9M−$15.9M
• ServiceNowNOW142,285 shares · 1.1% of their software · price −$11.6M$67.7MNew · +$79.2M
• Agilysys, Inc.AGYS1,347,928 shares · 1.0% of their software · price +$10.0M$63.7M−$2.5M
• DescartesDSGX1,001,735 shares · 1.0% of their software · price −$11.2M$62.3M−$18.3M
• Bentley SystemsBSY1,767,336 shares · 0.9% of their software · price −$19.2M$58.9M−$10.6M
• VeriskVRSK330,676 shares · 0.9% of their software · price −$13.7M$57.2M+$45.5M
• Check PointCHKP437,484 shares · 0.8% of their software · price −$7.2M$53.3M−$1.8M
• NetApp, Inc.NTAP753,205 shares · 0.8% of their software · price −$13.4M$49.1M−$1.5M
• LightspeedLSPD1,899,688 shares · 0.7% of their software · price −$15.5M$42.4MNew · +$57.9M
• DoubleVerifyDV1,730,964 shares · 0.6% of their software · price −$4.3M$39.2M+$11.9M
• Commerce.com, Inc.CMRC1,677,604 shares · 0.4% of their software · price −$9.6M$27.2M−$6.3M
• Sprout SocialSPT432,656 shares · 0.4% of their software · price −$9.5M$25.1M+$15.7M
• FreshworksFRSH1,414,632 shares · 0.3% of their software · price −$6.7M$18.6M−$4.3M
• ProcorePCOR222,572 shares · 0.2% of their software · price −$2.8M$10.1M−$2.1M
• Kingsoft Cloud Holdings LimitedKC792,324 shares · 0.1% of their software · price −$1.3M$3.5M+$1.7M