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.

• VeevaVEEV−$728M$1.3B
• HubSpotHUBS−$139M$384M
• VeriskVRSK−$127M$176M
• ShopifySHOP+$87.7M$500M
• MicrosoftMSFT+$83.6M$800M

Software held

• AtlassianTEAM5,972,958 shares · 15.0% of their software · price +$217M$1.4B−$15.2M
• VeevaVEEV6,581,353 shares · 13.4% of their software · price −$71.9M$1.3B−$728M
• MicrosoftMSFT2,126,821 shares · 8.4% of their software · price +$128M$800M+$83.6M
• IntuitINTU1,265,511 shares · 8.3% of their software · price +$144M$791M−$10.4M
• ShopifySHOP6,416,115 shares · 5.3% of their software · price +$150M$500M+$87.7M
• CoStarCSGP5,138,004 shares · 4.7% of their software · price +$53.9M$449M−$33.2M
• WorkdayWDAY1,511,764 shares · 4.4% of their software · price +$92.5M$417M+$16.3M
• HubSpotHUBS660,670 shares · 4.0% of their software · price +$58.2M$384M−$139M
• Tyler TechnologiesTYL882,325 shares · 3.9% of their software · price +$28.2M$369M−$7.4M
• SynopsysSNPS612,776 shares · 3.3% of their software · price +$34.3M$316M−$82.1M
• NICENICE1,403,284 shares · 3.0% of their software · price +$41.4M$280M−$5.6M
• Bentley SystemsBSY5,323,306 shares · 2.9% of their software · price +$10.8M$278M−$6.2M
• DatadogDDOG2,113,077 shares · 2.7% of their software · price +$64.0M$256M−$19.8M
• VeriskVRSK737,910 shares · 1.9% of their software · price +$1.9M$176M−$127M
• GuidewireGWRE1,542,644 shares · 1.8% of their software · price +$29.4M$168M−$6.4M
• ZscalerZS644,869 shares · 1.5% of their software · price +$42.5M$143M−$24.5M
• WorkivaWK1,275,009 shares · 1.4% of their software$129M+$5.2M
• CrowdStrikeCRWD480,863 shares · 1.3% of their software · price +$42.3M$123M−$58.1M
• AdobeADBE195,880 shares · 1.2% of their software · price +$17.0M$117M+$38.6M
• LightspeedLSPD5,297,686 shares · 1.2% of their software · price +$36.9M$111M+$8.8M
• Fiserv, Inc.FISV719,586 shares · 1.0% of their software · price +$14.3M$95.6M+$1.8M
• Agilysys, Inc.AGYS1,121,532 shares · 1.0% of their software · price +$20.9M$95.1M−$6.1M
• UnityU2,217,372 shares · 1.0% of their software · price +$21.1M$90.7M−$6.7M
• Grab Holdings LimitedGRAB24,894,289 shares · 0.9% of their software · price −$4.2M$83.9M+$8.9M
• SnowflakeSNOW405,443 shares · 0.9% of their software · price +$18.7M$80.7M−$13.8M
• Clearwater AnalyticsCWAN3,165,579 shares · 0.7% of their software$63.4M—
• Calix, Inc.CALX1,233,425 shares · 0.6% of their software · price −$2.7M$53.9M+$7.3M
• UiPathPATH1,943,121 shares · 0.5% of their software · price +$15.0M$48.3MNew · +$33.2M
• ProcorePCOR652,985 shares · 0.5% of their software · price +$2.5M$45.2M+$19.2M
• DuolingoDUOL181,615 shares · 0.4% of their software · price +$11.1M$41.2M−$8.8M
• DoubleVerifyDV1,110,836 shares · 0.4% of their software · price +$9.8M$40.9M−$10.4M
• Radware Ltd.RDWR2,360,703 shares · 0.4% of their software · price −$567K$39.4M−$936K
• DescartesDSGX461,035 shares · 0.4% of their software · price +$4.9M$38.7M−$3.3M
• NetApp, Inc.NTAP405,045 shares · 0.4% of their software · price +$5.0M$35.7M−$12.8M
• Check PointCHKP229,417 shares · 0.4% of their software · price +$4.5M$35.1M−$10.4M
• CCC Intelligent Solutions Holdings Inc.CCC2,782,805 shares · 0.3% of their software · price −$5.5M$31.7M+$20.1M
• Shift4 Payments, Inc.FOUR340,700 shares · 0.3% of their software · price +$6.5M$25.3M+$6.7M
• Sprout SocialSPT372,137 shares · 0.2% of their software · price +$4.3M$22.9M−$847K
• MongoDBMDB25,793 shares · 0.1% of their software · price +$1.6M$10.5MNew · +$8.9M
• Kingsoft Cloud Holdings LimitedKC625,022 shares · 0.0% of their software · price −$719K$2.4MFlat
• VTEXVTEX45,949 shares · 0.0% of their software$316KNew · Flat