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.

• MicrosoftMSFT−$280M$609M
• AtlassianTEAM−$230M$482M
• OracleORCL+$229M$441M
• IntuitINTU−$141M$562M
• VeevaVEEV−$141M$550M

Software held

• ShopifySHOP9,775,471 shares · 9.3% of their software · price +$138M$783M+$54.4M
• MicrosoftMSFT1,415,257 shares · 7.2% of their software · price −$23.6M$609M−$280M
• Tyler TechnologiesTYL1,012,566 shares · 7.0% of their software · price +$82.0M$591M−$88.5M
• IntuitINTU905,433 shares · 6.6% of their software · price −$32.8M$562M−$141M
• VeevaVEEV2,619,697 shares · 6.5% of their software · price +$70.4M$550M−$141M
• AtlassianTEAM3,033,735 shares · 5.7% of their software · price −$54.8M$482M−$230M
• OracleORCL2,586,066 shares · 5.2% of their software · price +$75.5M$441M+$229M
• CoStarCSGP5,635,481 shares · 5.0% of their software · price +$7.3M$425M−$12.5M
• SynopsysSNPS538,559 shares · 3.2% of their software · price −$47.8M$273M−$4.5M
• CCC Intelligent Solutions Holdings Inc.CCC23,720,577 shares · 3.1% of their software · price −$1.4M$262M+$10.4M
• DatadogDDOG2,226,140 shares · 3.0% of their software · price −$32.6M$256M+$15.4M
• NICENICE1,320,524 shares · 2.7% of their software · price +$2.2M$229M−$9.9M
• HubSpotHUBS427,347 shares · 2.7% of their software · price −$24.9M$227M−$137M
• GuidewireGWRE1,116,004 shares · 2.4% of their software · price +$50.3M$204M−$51.3M
• CrowdStrikeCRWD694,149 shares · 2.3% of their software · price −$71.3M$195M+$89.1M
• Bentley SystemsBSY3,749,190 shares · 2.3% of their software · price +$5.4M$190M−$4.2M
• monday.comMNDY631,350 shares · 2.1% of their software · price +$23.4M$175M−$3.3M
• Grab Holdings LimitedGRAB38,769,788 shares · 1.7% of their software · price +$9.7M$147M+$3.8M
• VeriskVRSK507,516 shares · 1.6% of their software · price −$807K$136M−$1.9M
• SamsaraIOT2,794,953 shares · 1.6% of their software · price +$40.3M$134M+$13.1M
• GitLabGTLB2,590,881 shares · 1.6% of their software · price +$4.7M$134M+$4.8M
• CadenceCDNS485,693 shares · 1.6% of their software · price −$17.8M$132M+$26.4M
• Fiserv, Inc.FISV671,278 shares · 1.4% of their software · price +$20.5M$121M+$1.5M
• GoDaddyGDDY735,918 shares · 1.4% of their software · price +$12.6M$115M−$42.4M
• Clearwater AnalyticsCWAN4,518,976 shares · 1.3% of their software$114M—
• ZscalerZS663,799 shares · 1.3% of their software · price −$14.1M$113M−$2.1M
• Agilysys, Inc.AGYS813,081 shares · 1.0% of their software · price +$3.9M$88.6M−$28.6M
• LightspeedLSPD4,720,031 shares · 0.9% of their software · price +$13.2M$77.8M−$2.8M
• SnowflakeSNOW648,950 shares · 0.9% of their software · price −$13.1M$74.5MFlat
• MongoDBMDB271,548 shares · 0.9% of their software · price +$5.5M$73.4M−$1.1M
• UiPathPATH4,420,961 shares · 0.7% of their software · price +$531K$56.6M+$4.5M
• ServiceNowNOW57,454 shares · 0.6% of their software · price +$6.2M$51.4MNew · +$45.2M
• ProcorePCOR795,870 shares · 0.6% of their software · price −$3.7M$49.1M−$3.1M
• WorkivaWK618,509 shares · 0.6% of their software · price +$3.8M$48.9M−$12.8M
• Radware Ltd.RDWR2,168,382 shares · 0.6% of their software · price +$8.8M$48.3M−$1.9M
• Calix, Inc.CALX1,139,561 shares · 0.5% of their software · price +$3.8M$44.2M−$1.9M
• Check PointCHKP215,571 shares · 0.5% of their software · price +$6.0M$41.6M−$868K
• DescartesDSGX362,135 shares · 0.4% of their software · price +$2.2M$37.3M−$8.5M
• ElasticESTC464,276 shares · 0.4% of their software · price −$17.2M$35.6M+$10.0M
• Joint Stock Company Kaspi.kzKSPI319,519 shares · 0.4% of their software · price −$7.4M$33.9M−$735K
• Intapp, Inc.INTA664,996 shares · 0.4% of their software · price +$7.4M$31.8M+$13.0M
• DuolingoDUOL86,771 shares · 0.3% of their software · price +$6.4M$24.5M−$18.0M
• Five9FIVN749,621 shares · 0.3% of their software · price −$11.5M$21.5M+$9.2M
• VTEXVTEX1,357,005 shares · 0.1% of their software$10.1MFlat
• FactSetFDS7,980 shares · 0.0% of their software$3.7MNew · +$3.3M
• Kingsoft Cloud Holdings LimitedKC1,210,352 shares · 0.0% of their software · price +$520K$3.6MFlat