Generalist · Milwaukee, WI
Artisan Partners Limited Partnership
Q3 2022 · compared with Q2 2022
- Software
- $6.2B
- Weight of 13F
- 10.9%
- Names
- 43
- Net bought
- +$176M
Filed 10 November 2022 · SEC filing.
Call exposure on these names is $52.2M across 1 line. Calls are not in the stock total.
308 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
- VeevaVEEV9,393,531 shares · 25.2% of their software · price −$311M$1.5B+$112M
- MicrosoftMSFT2,077,766 shares · 7.9% of their software · price −$49.7M$484M−$217M
- HubSpotHUBS1,659,340 shares · 7.3% of their software · price −$50.7M$448M−$57.4M
- ZscalerZS1,865,180 shares · 5.0% of their software · price +$27.7M$307M+$40.6M
- NICENICE1,422,387 shares · 4.3% of their software · price −$6.0M$268M−$16.2M
- SynopsysSNPS834,038 shares · 4.1% of their software · price +$1.5M$255M−$10.8M
- ZoomInfoZI4,960,037 shares · 3.4% of their software$207MFlat
- Tyler TechnologiesTYL590,846 shares · 3.3% of their software · price +$8.9M$205MFlat
- CrowdStrikeCRWD1,149,899 shares · 3.1% of their software · price −$4.3M$190M−$17.1M
- DatadogDDOG1,909,334 shares · 2.8% of their software · price −$12.3M$170M+$8.5M
- BILLBILL1,187,399 shares · 2.6% of their software · price +$26.6M$157M+$37.5M
- Uber Technologies, Inc.UBER5,468,813 shares · 2.4% of their software · price +$33.0M$145MNew · +$112M
- Global-EGLBE4,837,968 shares · 2.1% of their software · price +$31.9M$129M+$7.4M
- TrimbleTRMB2,363,672 shares · 2.1% of their software · price −$9.4M$128MFlat
- UnityU3,594,642 shares · 1.9% of their software · price −$17.8M$115M−$15.4M
- BlackLineBL1,767,194 shares · 1.7% of their software · price −$11.8M$106MFlat
- WorkivaWK1,310,501 shares · 1.7% of their software · price +$15.5M$102M+$8.8M
- SnowflakeSNOW542,788 shares · 1.5% of their software · price +$16.8M$92.3MNew · +$75.5M
- Agilysys, Inc.AGYS1,421,306 shares · 1.3% of their software · price +$11.5M$78.7M+$3.5M
- MorningstarMORN358,330 shares · 1.2% of their software · price −$10.6M$76.1M−$1.1M
- GuidewireGWRE1,194,613 shares · 1.2% of their software · price −$11.2M$73.6M+$12.1M
- Radware Ltd.RDWR3,011,864 shares · 1.1% of their software$65.6M−$2.7M
- Fiserv, Inc.FISV694,873 shares · 1.1% of their software · price +$3.2M$65.0MNew · +$61.8M
- DescartesDSGX978,835 shares · 1.0% of their software · price +$1.4M$62.2M−$1.4M
- OracleORCL929,739 shares · 0.9% of their software · price −$8.2M$56.8MNew · +$65.0M
- VeriskVRSK331,681 shares · 0.9% of their software · price −$849K$56.6MFlat
- Q2QTWO1,749,318 shares · 0.9% of their software · price −$11.1M$56.3MFlat
- DoubleVerifyDV2,029,516 shares · 0.9% of their software · price +$9.5M$55.5M+$6.8M
- CoStarCSGP768,069 shares · 0.9% of their software · price +$7.1M$53.5MNew · +$46.4M
- Bentley SystemsBSY1,747,120 shares · 0.9% of their software · price −$4.7M$53.4M−$673K
- LightspeedLSPD2,928,088 shares · 0.8% of their software · price −$13.8M$51.5M+$22.9M
- ShopifySHOP1,908,615 shares · 0.8% of their software · price −$8.2M$51.4MNew · +$59.6M
- NetApp, Inc.NTAP705,314 shares · 0.7% of their software · price −$2.4M$43.6M−$3.1M
- Check PointCHKP369,368 shares · 0.7% of their software · price −$3.6M$41.4M−$8.3M
- Sprout SocialSPT430,007 shares · 0.4% of their software · price +$1.1M$26.1MFlat
- DLocal LimitedDLO1,230,838 shares · 0.4% of their software · price −$7.1M$25.3MNew · +$32.3M
- Commerce.com, Inc.CMRC1,671,684 shares · 0.4% of their software · price −$2.3M$24.7MFlat
- IntuitINTU52,121 shares · 0.3% of their software$20.2MNew · +$20.1M
- FreshworksFRSH1,405,562 shares · 0.3% of their software$18.2MFlat
- monday.comMNDY155,738 shares · 0.3% of their software · price +$1.6M$17.7MNew · +$16.1M
- Clearwater AnalyticsCWAN893,166 shares · 0.2% of their software$15.0MNew
- ProcorePCOR218,766 shares · 0.2% of their software · price +$895K$10.8MFlat
- Kingsoft Cloud Holdings LimitedKC751,749 shares · 0.0% of their software · price −$1.8M$1.5MFlat