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−$256M$1.2B
• AtlassianTEAM−$219M$986M
• monday.comMNDY+$102M$123M
• Tyler TechnologiesTYL+$83.9M$460M
• CadenceCDNS+$83.0M$94.8M

Software held

• VeevaVEEV5,251,029 shares · 12.9% of their software · price +$206M$1.2B−$256M
• AtlassianTEAM5,052,671 shares · 10.4% of their software · price −$216M$986M−$219M
• MicrosoftMSFT2,181,389 shares · 9.7% of their software · price +$97.5M$918M+$20.5M
• IntuitINTU1,202,122 shares · 8.3% of their software · price +$30.0M$781M−$39.6M
• CoStarCSGP5,703,020 shares · 5.8% of their software · price +$52.5M$551M+$49.4M
• ShopifySHOP6,524,788 shares · 5.3% of their software · price −$4.8M$504M+$8.5M
• Tyler TechnologiesTYL1,082,868 shares · 4.9% of their software · price +$7.5M$460M+$83.9M
• WorkdayWDAY1,465,917 shares · 4.2% of their software · price −$4.9M$400M−$12.7M
• HubSpotHUBS602,403 shares · 4.0% of their software · price +$27.7M$377M−$33.8M
• NICENICE1,413,506 shares · 3.9% of their software · price +$86.4M$368MFlat
• SynopsysSNPS558,873 shares · 3.4% of their software · price +$31.6M$319M−$27.8M
• Bentley SystemsBSY5,282,908 shares · 2.9% of their software$276MFlat
• DatadogDDOG1,904,991 shares · 2.5% of their software · price +$4.2M$235M−$25.3M
• GuidewireGWRE1,501,371 shares · 1.9% of their software · price +$11.5M$175M−$4.5M
• CrowdStrikeCRWD511,079 shares · 1.7% of their software · price +$33.4M$164M+$7.7M
• VeriskVRSK524,995 shares · 1.3% of their software · price −$1.6M$124M−$50.9M
• monday.comMNDY542,734 shares · 1.3% of their software · price +$20.7M$123MNew · +$102M
• ZscalerZS549,515 shares · 1.1% of their software · price −$15.9M$106M−$21.1M
• Fiserv, Inc.FISV657,959 shares · 1.1% of their software · price +$17.8M$105M−$8.2M
• Grab Holdings LimitedGRAB32,631,710 shares · 1.1% of their software · price −$7.5M$102M+$26.1M
• WorkivaWK1,165,815 shares · 1.0% of their software · price −$19.5M$98.9M−$11.1M
• CadenceCDNS304,612 shares · 1.0% of their software · price +$11.9M$94.8MNew · +$83.0M
• SnowflakeSNOW582,583 shares · 1.0% of their software · price −$21.8M$94.1M+$35.3M
• Agilysys, Inc.AGYS1,112,517 shares · 1.0% of their software · price −$623K$93.7MFlat
• GoDaddyGDDY645,804 shares · 0.8% of their software · price +$8.1M$76.6MNew · +$68.6M
• UiPathPATH3,213,769 shares · 0.8% of their software · price −$7.0M$72.9M+$31.6M
• LightspeedLSPD5,015,731 shares · 0.7% of their software · price −$34.8M$70.6M−$5.9M
• Clearwater AnalyticsCWAN3,871,568 shares · 0.7% of their software$68.5M—
• ProcorePCOR740,476 shares · 0.6% of their software · price +$9.6M$60.8M+$6.1M
• CCC Intelligent Solutions Holdings Inc.CCC4,721,724 shares · 0.6% of their software · price +$2.7M$56.5M+$22.1M
• Radware Ltd.RDWR2,319,117 shares · 0.5% of their software · price +$4.7M$43.4M−$694K
• DescartesDSGX461,035 shares · 0.4% of their software · price +$3.4M$42.2MFlat
• Calix, Inc.CALX1,218,347 shares · 0.4% of their software · price −$12.8M$40.4M−$659K
• DuolingoDUOL173,804 shares · 0.4% of their software · price −$1.1M$38.3M−$1.8M
• NetApp, Inc.NTAP361,025 shares · 0.4% of their software · price +$6.1M$37.9M−$3.9M
• Check PointCHKP222,996 shares · 0.4% of their software · price +$2.5M$36.6M−$981K
• Sprout SocialSPT541,338 shares · 0.3% of their software · price −$937K$32.3M+$10.4M
• Shift4 Payments, Inc.FOUR403,372 shares · 0.3% of their software · price −$3.3M$26.7M+$4.7M
• Joint Stock Company Kaspi.kzKSPI176,925 shares · 0.2% of their software$22.8MNew · +$22.8M
• AppFolioAPPF87,182 shares · 0.2% of their software · price +$6.4M$21.5MNew · +$15.1M
• GitLabGTLB280,541 shares · 0.2% of their software · price −$1.3M$16.4MNew · +$17.7M
• SalesforceCRM20,522 shares · 0.1% of their software · price +$781K$6.2MNew · +$5.4M
• VTEXVTEX699,923 shares · 0.1% of their software · price +$903K$5.7M+$4.5M
• Kingsoft Cloud Holdings LimitedKC687,750 shares · 0.0% of their software · price −$509K$2.1MFlat