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.

• IntuitINTU−$559M$3.4M
• MicrosoftMSFT−$374M$230M
• VeevaVEEV−$252M$298M
• ShopifySHOP−$196M$780M
• OracleORCL+$168M$595M

Software held

• ShopifySHOP7,332,465 shares · 11.2% of their software · price +$192M$780M−$196M
• AtlassianTEAM2,884,585 shares · 10.1% of their software · price +$244M$702M−$23.7M
• OracleORCL3,570,021 shares · 8.5% of their software · price −$13.4M$595M+$168M
• Tyler TechnologiesTYL926,754 shares · 7.7% of their software · price −$6.6M$534M−$50.1M
• VeevaVEEV1,418,412 shares · 4.3% of their software · price +$539K$298M−$252M
• CCC Intelligent Solutions Holdings Inc.CCC23,359,006 shares · 3.9% of their software · price +$15.9M$274M−$4.0M
• HubSpotHUBS341,521 shares · 3.4% of their software · price +$56.4M$238M−$45.6M
• GuidewireGWRE1,407,778 shares · 3.4% of their software · price −$20.2M$237M+$53.4M
• DatadogDDOG1,648,469 shares · 3.4% of their software · price +$45.9M$236M−$66.5M
• MicrosoftMSFT545,365 shares · 3.3% of their software · price −$4.8M$230M−$374M
• GitLabGTLB4,034,041 shares · 3.3% of their software · price +$19.4M$227M+$74.4M
• NICENICE1,286,765 shares · 3.1% of their software · price −$4.9M$219M−$5.9M
• SynopsysSNPS413,291 shares · 2.9% of their software · price −$8.7M$201M−$63.4M
• CrowdStrikeCRWD509,252 shares · 2.5% of their software · price +$31.4M$174M−$51.9M
• Grab Holdings LimitedGRAB34,831,319 shares · 2.4% of their software · price +$32.0M$164M−$15.0M
• ZscalerZS868,795 shares · 2.2% of their software · price +$8.2M$157M+$35.0M
• GoDaddyGDDY712,354 shares · 2.0% of their software · price +$28.9M$141M−$3.7M
• VeriskVRSK480,417 shares · 1.9% of their software · price +$3.6M$132M−$7.3M
• Fiserv, Inc.FISV618,548 shares · 1.8% of their software · price +$15.9M$127M−$9.5M
• CadenceCDNS420,326 shares · 1.8% of their software · price +$12.4M$126M−$17.7M
• ServiceNowNOW103,224 shares · 1.6% of their software · price +$17.1M$109M+$40.9M
• Clearwater AnalyticsCWAN3,669,967 shares · 1.4% of their software$101M—
• NutanixNTNX1,497,864 shares · 1.3% of their software · price +$2.9M$91.6MNew · +$88.7M
• SamsaraIOT2,035,676 shares · 1.3% of their software · price −$9.0M$88.9M−$36.5M
• SnowflakeSNOW558,556 shares · 1.2% of their software · price +$22.1M$86.2M−$10.4M
• Agilysys, Inc.AGYS529,227 shares · 1.0% of their software · price +$12.0M$69.7M−$30.9M
• LightspeedLSPD4,555,231 shares · 1.0% of their software · price −$5.7M$69.4M−$2.7M
• ProcorePCOR923,653 shares · 1.0% of their software · price +$12.2M$69.2M+$7.9M
• WorkivaWK584,701 shares · 0.9% of their software · price +$17.8M$64.0M−$2.7M
• Intapp, Inc.INTA906,858 shares · 0.8% of their software · price +$14.7M$58.1M+$11.6M
• ElasticESTC485,436 shares · 0.7% of their software · price +$10.8M$48.1M+$1.6M
• Radware Ltd.RDWR2,112,182 shares · 0.7% of their software · price +$528K$47.6M−$1.3M
• UiPathPATH3,618,429 shares · 0.7% of their software$46.0M−$10.3M
• Check PointCHKP212,018 shares · 0.6% of their software · price −$1.3M$39.6M−$685K
• Calix, Inc.CALX1,110,105 shares · 0.6% of their software · price −$4.4M$38.7M−$1.1M
• Five9FIVN730,953 shares · 0.4% of their software · price +$8.7M$29.7M−$536K
• DescartesDSGX257,935 shares · 0.4% of their software · price +$2.7M$29.3M−$10.7M
• ServiceTitanTTAN257,018 shares · 0.4% of their software$26.4MNew · +$26.4M
• Joint Stock Company Kaspi.kzKSPI256,537 shares · 0.3% of their software · price −$2.9M$24.3M−$6.7M
• DoceboDCBO383,218 shares · 0.2% of their software$17.2MNew · +$16.9M
• FreshworksFRSH989,496 shares · 0.2% of their software · price +$4.6M$16.0MNew · +$11.4M
• VTEXVTEX1,463,925 shares · 0.1% of their software · price −$2.3M$8.6M+$795K
• IntuitINTU5,393 shares · 0.0% of their software$3.4M−$559M