Generalist · Milwaukee, WI
Artisan Partners Limited Partnership
Q2 2023 · compared with Q1 2023
- Software
- $9.5B
- Weight of 13F
- 15.4%
- Names
- 40
- Net bought
- +$747M
Filed 10 August 2023 · SEC filing.
299 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
- VeevaVEEV10,568,726 shares · 21.9% of their software · price +$147M$2.1B+$56.3M
- AtlassianTEAM5,984,257 shares · 10.5% of their software · price −$20.1M$1.0B+$34.8M
- HubSpotHUBS1,208,138 shares · 6.7% of their software · price +$125M$643M−$124M
- IntuitINTU1,370,006 shares · 6.6% of their software · price +$16.9M$628M+$168M
- MicrosoftMSFT1,423,225 shares · 5.1% of their software · price +$74.3M$485MNew · +$410M
- CoStarCSGP5,249,758 shares · 4.9% of their software · price +$106M$467M+$42.4M
- Tyler TechnologiesTYL899,596 shares · 3.9% of their software · price +$55.6M$375M+$57.6M
- SynopsysSNPS796,858 shares · 3.6% of their software · price +$39.2M$347M−$9.7M
- ZscalerZS2,362,977 shares · 3.6% of their software · price +$69.6M$346M−$210M
- VeriskVRSK1,335,229 shares · 3.2% of their software · price +$45.6M$302M+$106M
- NICENICE1,419,664 shares · 3.1% of their software · price −$31.8M$293MFlat
- Bentley SystemsBSY5,346,291 shares · 3.0% of their software · price +$60.1M$290M+$4.2M
- WorkdayWDAY1,146,931 shares · 2.7% of their software · price +$22.2M$259MNew · +$237M
- DatadogDDOG2,085,837 shares · 2.1% of their software · price +$53.6M$205M+$31.0M
- ShopifySHOP2,695,860 shares · 1.8% of their software · price +$44.9M$174M+$9.3M
- CrowdStrikeCRWD1,121,866 shares · 1.7% of their software · price +$10.8M$165M−$20.9M
- Global-EGLBE3,458,507 shares · 1.5% of their software · price +$30.1M$142MFlat
- GuidewireGWRE1,669,392 shares · 1.3% of their software · price −$10.0M$127M+$6.4M
- WorkivaWK1,171,580 shares · 1.2% of their software · price −$879K$119M−$2.3M
- SnowflakeSNOW568,476 shares · 1.0% of their software · price +$12.3M$100M−$10.7M
- OracleORCL825,651 shares · 1.0% of their software · price +$21.6M$98.3M−$8.2M
- BlackLineBL1,644,906 shares · 0.9% of their software · price −$21.9M$88.5M−$2.5M
- Fiserv, Inc.FISV701,737 shares · 0.9% of their software · price +$9.2M$88.5M+$1.3M
- DoubleVerifyDV2,196,458 shares · 0.9% of their software · price +$19.3M$85.5M−$1.1M
- Agilysys, Inc.AGYS1,141,341 shares · 0.8% of their software · price −$15.8M$78.3M+$7.3M
- LightspeedLSPD4,597,490 shares · 0.8% of their software · price +$8.0M$77.8M+$4.3M
- UnityU1,433,362 shares · 0.7% of their software · price +$15.7M$62.2M−$49.0M
- Clearwater AnalyticsCWAN3,373,530 shares · 0.6% of their software$53.5M—
- Radware Ltd.RDWR2,641,523 shares · 0.5% of their software · price −$5.7M$51.2M−$5.3M
- NetApp, Inc.NTAP592,930 shares · 0.5% of their software · price +$7.4M$45.3M−$1.8M
- DescartesDSGX506,935 shares · 0.4% of their software$40.6M−$8.0M
- Check PointCHKP321,077 shares · 0.4% of their software · price −$1.4M$40.3M−$2.7M
- monday.comMNDY232,818 shares · 0.4% of their software · price +$6.6M$39.9M−$6.4M
- Grab Holdings LimitedGRAB11,501,669 shares · 0.4% of their software · price +$4.8M$39.5M−$6.7M
- Calix, Inc.CALX520,172 shares · 0.3% of their software · price −$1.9M$26.0MNew · +$27.9M
- DuolingoDUOL163,316 shares · 0.2% of their software$23.3MNew · +$23.3M
- Sprout SocialSPT405,536 shares · 0.2% of their software · price −$6.0M$18.7MFlat
- Shift4 Payments, Inc.FOUR226,746 shares · 0.2% of their software · price −$1.8M$15.4M+$8.1M
- ProcorePCOR204,887 shares · 0.1% of their software$13.3MFlat
- Kingsoft Cloud Holdings LimitedKC647,103 shares · 0.0% of their software · price −$1.8M$3.9MFlat