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.

• ZscalerZS−$228M$125M
• MicrosoftMSFT+$149M$588M
• HubSpotHUBS−$141M$465M
• ShopifySHOP+$137M$262M
• VeevaVEEV−$81.3M$2.1B

Software held

• VeevaVEEV10,157,468 shares · 22.1% of their software · price +$58.1M$2.1B−$81.3M
• AtlassianTEAM6,048,160 shares · 13.0% of their software · price +$204M$1.2B+$10.7M
• IntuitINTU1,285,907 shares · 7.0% of their software · price +$67.8M$657M−$38.5M
• MicrosoftMSFT1,862,078 shares · 6.3% of their software · price −$46.2M$588M+$149M
• HubSpotHUBS943,816 shares · 5.0% of their software · price −$37.4M$465M−$141M
• CoStarCSGP5,569,718 shares · 4.6% of their software · price −$67.4M$428M+$28.5M
• SynopsysSNPS791,652 shares · 3.9% of their software · price +$18.7M$363MFlat
• Tyler TechnologiesTYL901,521 shares · 3.7% of their software · price −$27.3M$348MFlat
• WorkdayWDAY1,435,861 shares · 3.3% of their software · price −$15.9M$308M+$65.3M
• VeriskVRSK1,274,516 shares · 3.2% of their software · price +$13.0M$301M−$13.7M
• Bentley SystemsBSY5,446,498 shares · 2.9% of their software · price −$22.2M$273M+$5.4M
• ShopifySHOP4,809,633 shares · 2.8% of their software · price −$48.2M$262M+$137M
• NICENICE1,436,177 shares · 2.6% of their software · price −$52.4M$244M+$3.4M
• DatadogDDOG2,330,404 shares · 2.3% of their software · price −$17.0M$212M+$24.1M
• GuidewireGWRE1,613,429 shares · 1.6% of their software · price +$22.5M$145M−$4.3M
• CrowdStrikeCRWD828,133 shares · 1.5% of their software · price +$17.0M$139M−$43.1M
• ZscalerZS802,124 shares · 1.3% of their software · price +$7.5M$125M−$228M
• WorkivaWK1,223,503 shares · 1.3% of their software$124M+$5.3M
• Global-EGLBE2,528,185 shares · 1.1% of their software · price −$3.0M$100M−$38.1M
• Agilysys, Inc.AGYS1,213,452 shares · 0.9% of their software · price −$3.0M$80.3M+$4.9M
• Fiserv, Inc.FISV703,261 shares · 0.8% of their software · price −$9.3M$79.4MFlat
• Grab Holdings LimitedGRAB22,370,805 shares · 0.8% of their software · price +$2.5M$79.2M+$37.3M
• UnityU2,431,829 shares · 0.8% of their software · price −$29.3M$76.3M+$43.4M
• SnowflakeSNOW495,755 shares · 0.8% of their software · price −$11.5M$75.7M−$12.8M
• LightspeedLSPD4,669,890 shares · 0.7% of their software · price −$13.5M$65.6M+$1.2M
• Clearwater AnalyticsCWAN3,275,104 shares · 0.7% of their software$63.3M—
• AdobeADBE120,275 shares · 0.7% of their software · price +$2.5M$61.3MNew · +$58.8M
• BlackLineBL893,674 shares · 0.5% of their software · price +$1.5M$49.6M−$40.4M
• Calix, Inc.CALX1,074,175 shares · 0.5% of their software · price −$4.4M$49.2M+$27.7M
• NetApp, Inc.NTAP573,422 shares · 0.5% of their software$43.5M−$1.5M
• DoubleVerifyDV1,484,363 shares · 0.4% of their software · price −$16.3M$41.5M−$27.7M
• Check PointCHKP307,224 shares · 0.4% of their software · price +$2.4M$40.9M−$1.7M
• Radware Ltd.RDWR2,415,999 shares · 0.4% of their software · price −$6.0M$40.9M−$4.4M
• DuolingoDUOL234,390 shares · 0.4% of their software · price +$5.4M$38.9M+$10.2M
• DescartesDSGX506,135 shares · 0.4% of their software · price −$3.4M$37.1MFlat
• ProcorePCOR359,372 shares · 0.3% of their software$23.5M+$10.1M
• Sprout SocialSPT389,108 shares · 0.2% of their software · price +$1.4M$19.4M−$758K
• CCC Intelligent Solutions Holdings Inc.CCC1,276,424 shares · 0.2% of their software · price +$2.7M$17.0MNew · +$14.3M
• Shift4 Payments, Inc.FOUR220,111 shares · 0.1% of their software · price −$2.8M$12.2MFlat
• Kingsoft Cloud Holdings LimitedKC604,938 shares · 0.0% of their software · price −$708K$3.0MFlat