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−$431M$620M
• CCC Intelligent Solutions Holdings Inc.CCC+$216M$253M
• ShopifySHOP+$187M$591M
• AtlassianTEAM−$140M$767M
• GitLabGTLB+$129M$124M

Software held

• MicrosoftMSFT2,042,594 shares · 10.1% of their software · price +$53.6M$913M−$58.4M
• AtlassianTEAM4,334,813 shares · 8.5% of their software · price −$79.0M$767M−$140M
• IntuitINTU1,120,213 shares · 8.2% of their software · price +$8.1M$736M−$53.2M
• VeevaVEEV3,390,461 shares · 6.9% of their software · price −$165M$620M−$431M
• Tyler TechnologiesTYL1,188,567 shares · 6.6% of their software · price +$92.4M$598M+$44.9M
• ShopifySHOP8,952,142 shares · 6.6% of their software · price −$99.5M$591M+$187M
• CoStarCSGP5,804,147 shares · 4.8% of their software · price −$130M$430M+$9.8M
• HubSpotHUBS660,312 shares · 4.3% of their software · price −$24.3M$389M+$36.3M
• SynopsysSNPS546,135 shares · 3.6% of their software · price +$12.9M$325M−$7.3M
• DatadogDDOG2,107,354 shares · 3.0% of their software · price +$12.8M$273M+$25.0M
• CCC Intelligent Solutions Holdings Inc.CCC22,781,803 shares · 2.8% of their software · price −$19.4M$253M+$216M
• NICENICE1,378,006 shares · 2.6% of their software · price −$122M$237M−$9.3M
• GuidewireGWRE1,488,113 shares · 2.3% of their software · price +$31.5M$205MFlat
• Bentley SystemsBSY3,834,522 shares · 2.1% of their software · price −$11.0M$189M−$75.6M
• CrowdStrikeCRWD461,613 shares · 2.0% of their software · price +$28.9M$177M−$15.9M
• monday.comMNDY644,989 shares · 1.7% of their software · price +$9.6M$155M+$23.1M
• GoDaddyGDDY1,039,592 shares · 1.6% of their software · price +$21.9M$145M+$46.7M
• VeriskVRSK514,520 shares · 1.5% of their software · price +$17.4M$139M−$2.5M
• OracleORCL964,126 shares · 1.5% of their software · price +$15.0M$136MNew · +$121M
• Grab Holdings LimitedGRAB37,696,421 shares · 1.5% of their software · price +$15.5M$134M+$15.9M
• ZscalerZS674,511 shares · 1.4% of their software$130M+$24.1M
• GitLabGTLB2,493,484 shares · 1.4% of their software · price −$21.4M$124M+$129M
• CadenceCDNS399,950 shares · 1.4% of their software · price −$1.4M$123M+$29.7M
• Agilysys, Inc.AGYS1,087,848 shares · 1.3% of their software · price +$21.6M$113M−$2.1M
• Fiserv, Inc.FISV661,316 shares · 1.1% of their software · price −$7.1M$98.6MFlat
• SnowflakeSNOW655,169 shares · 1.0% of their software · price −$17.4M$88.5M+$11.7M
• Clearwater AnalyticsCWAN4,442,462 shares · 0.9% of their software$82.3M—
• SamsaraIOT2,406,880 shares · 0.9% of their software · price −$9.8M$81.1MNew · +$91.0M
• MongoDBMDB275,989 shares · 0.8% of their software · price −$30.0M$69.0MNew · +$99.0M
• LightspeedLSPD4,924,331 shares · 0.7% of their software · price −$1.8M$67.3M−$1.3M
• WorkivaWK793,289 shares · 0.6% of their software · price −$9.4M$57.9M−$31.6M
• ProcorePCOR842,748 shares · 0.6% of their software · price −$13.4M$55.9M+$8.4M
• UiPathPATH4,069,673 shares · 0.6% of their software · price −$40.7M$51.6M+$19.4M
• DescartesDSGX450,135 shares · 0.5% of their software · price +$2.4M$43.6M−$998K
• ElasticESTC376,099 shares · 0.5% of their software · price +$5.1M$42.8MNew · +$37.7M
• Calix, Inc.CALX1,194,412 shares · 0.5% of their software · price +$2.7M$42.3M−$794K
• Joint Stock Company Kaspi.kzKSPI325,213 shares · 0.5% of their software$42.0M+$19.1M
• Radware Ltd.RDWR2,273,511 shares · 0.5% of their software · price −$1.1M$41.5M−$854K
• NetApp, Inc.NTAP309,130 shares · 0.4% of their software · price +$7.4M$39.8M−$5.4M
• Check PointCHKP220,834 shares · 0.4% of their software$36.4MFlat
• DuolingoDUOL172,927 shares · 0.4% of their software · price −$2.1M$36.1MFlat
• Shift4 Payments, Inc.FOUR401,247 shares · 0.3% of their software · price +$2.9M$29.4MFlat
• AppFolioAPPF108,639 shares · 0.3% of their software$26.6M+$5.3M
• Five9FIVN540,185 shares · 0.3% of their software · price −$9.7M$23.8MNew · +$33.6M
• Sprout SocialSPT527,926 shares · 0.2% of their software · price −$12.7M$18.8M−$801K
• Intapp, Inc.INTA309,496 shares · 0.1% of their software · price +$734K$11.3MNew · +$10.6M
• VTEXVTEX1,290,566 shares · 0.1% of their software · price −$1.2M$9.4M+$4.8M
• Kingsoft Cloud Holdings LimitedKC1,220,585 shares · 0.0% of their software · price −$647K$3.1M+$1.6M