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.

• AtlassianTEAM+$1.2B$708M
• ZscalerZS+$478M$534M
• MicrosoftMSFT−$412M$74.1M
• CoStarCSGP+$215M$297M
• IntuitINTU+$99.7M$120M

Software held

• VeevaVEEV9,942,231 shares · 23.4% of their software · price −$34.8M$1.6B+$90.5M
• AtlassianTEAM5,499,994 shares · 10.3% of their software · price −$451M$708MNew · +$1.2B
• ZscalerZS4,774,237 shares · 7.8% of their software · price −$251M$534M+$478M
• HubSpotHUBS1,669,218 shares · 7.0% of their software · price +$31.7M$483MFlat
• CoStarCSGP3,848,835 shares · 4.3% of their software · price +$29.4M$297M+$215M
• NICENICE1,407,432 shares · 3.9% of their software · price +$5.7M$271M−$2.8M
• SynopsysSNPS831,293 shares · 3.9% of their software · price +$11.5M$265MFlat
• Tyler TechnologiesTYL750,464 shares · 3.5% of their software · price −$18.8M$242M+$55.5M
• CrowdStrikeCRWD1,604,923 shares · 2.5% of their software · price −$95.5M$169M+$75.0M
• BILLBILL1,541,617 shares · 2.4% of their software · price −$36.1M$168M+$46.9M
• DatadogDDOG2,045,562 shares · 2.2% of their software · price −$31.3M$150M+$12.1M
• ZoomInfoZI4,947,189 shares · 2.2% of their software$149MFlat
• Bentley SystemsBSY3,903,005 shares · 2.1% of their software · price +$24.9M$144M+$65.9M
• IntuitINTU309,574 shares · 1.8% of their software · price +$588K$120M+$99.7M
• BlackLineBL1,746,083 shares · 1.7% of their software · price +$12.9M$117M−$1.3M
• WorkivaWK1,254,298 shares · 1.5% of their software · price +$7.7M$105M−$4.4M
• UnityU3,583,916 shares · 1.5% of their software · price −$11.7M$102MFlat
• Agilysys, Inc.AGYS1,153,832 shares · 1.3% of their software · price +$27.4M$91.3M−$14.8M
• GuidewireGWRE1,408,281 shares · 1.3% of their software · price +$1.4M$88.1M+$13.2M
• SnowflakeSNOW574,510 shares · 1.2% of their software · price −$15.2M$82.5M+$5.4M
• Global-EGLBE3,941,838 shares · 1.2% of their software · price −$24.1M$81.4M−$24.0M
• OracleORCL943,919 shares · 1.1% of their software · price +$19.5M$77.2M+$866K
• MicrosoftMSFT309,133 shares · 1.1% of their software · price +$2.1M$74.1M−$412M
• MorningstarMORN338,784 shares · 1.1% of their software · price +$1.4M$73.4M−$4.2M
• ShopifySHOP2,103,864 shares · 1.1% of their software · price +$16.3M$73.0M+$5.3M
• Fiserv, Inc.FISV681,191 shares · 1.0% of their software · price +$5.1M$68.8M−$1.3M
• DescartesDSGX940,035 shares · 1.0% of their software · price +$5.8M$65.5M−$2.5M
• VeriskVRSK329,810 shares · 0.8% of their software · price +$1.9M$58.2MFlat
• Radware Ltd.RDWR2,925,957 shares · 0.8% of their software · price −$6.0M$57.8M−$1.9M
• DoubleVerifyDV2,317,279 shares · 0.7% of their software · price −$12.5M$50.9M+$7.9M
• LightspeedLSPD3,255,287 shares · 0.7% of their software · price −$10.7M$46.5M+$5.8M
• Check PointCHKP365,332 shares · 0.7% of their software · price +$5.2M$46.1MFlat
• NetApp, Inc.NTAP653,771 shares · 0.6% of their software · price −$1.2M$39.3M−$3.2M
• Grab Holdings LimitedGRAB11,985,828 shares · 0.6% of their software · price +$7.1M$38.6MNew · +$31.5M
• monday.comMNDY281,876 shares · 0.5% of their software · price +$2.4M$34.4M+$14.3M
• Sprout SocialSPT423,176 shares · 0.3% of their software · price −$1.8M$23.9MFlat
• FreshworksFRSH1,389,253 shares · 0.3% of their software · price +$2.4M$20.4MFlat
• Clearwater AnalyticsCWAN1,005,733 shares · 0.3% of their software$18.9M—
• GitLabGTLB332,562 shares · 0.2% of their software · price −$1.9M$15.1MNew · +$17.0M
• ProcorePCOR214,315 shares · 0.1% of their software$10.1MFlat
• Kingsoft Cloud Holdings LimitedKC702,473 shares · 0.0% of their software · price +$1.3M$2.7MFlat