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.

• SnowflakeSNOW+$578M$628M
• SalesforceCRM+$200M$160M
• AtlassianTEAM−$134M$495M
• Tyler TechnologiesTYL−$110M$428M
• GuidewireGWRE+$88.8M$362M

Software held

• ShopifySHOP7,802,205 shares · 11.3% of their software · price −$84.7M$745M+$49.9M
• SnowflakeSNOW4,299,230 shares · 9.6% of their software · price −$35.5M$628M+$578M
• OracleORCL3,813,163 shares · 8.1% of their software · price −$102M$533M+$40.5M
• AtlassianTEAM2,332,587 shares · 7.5% of their software · price −$72.7M$495M−$134M
• Tyler TechnologiesTYL736,782 shares · 6.5% of their software · price +$3.5M$428M−$110M
• GuidewireGWRE1,934,714 shares · 5.5% of their software · price +$36.3M$362M+$88.8M
• VeevaVEEV1,226,391 shares · 4.3% of their software · price +$26.2M$284M−$40.4M
• CCC Intelligent Solutions Holdings Inc.CCC25,063,607 shares · 3.4% of their software · price −$67.7M$226M+$20.0M
• MicrosoftMSFT503,520 shares · 2.9% of their software · price −$23.2M$189M−$17.6M
• GitLabGTLB3,865,892 shares · 2.8% of their software · price −$36.1M$182M−$9.5M
• HubSpotHUBS311,051 shares · 2.7% of their software · price −$39.0M$178M−$21.2M
• NICENICE1,055,352 shares · 2.5% of their software · price −$16.5M$163M−$39.3M
• CrowdStrikeCRWD460,804 shares · 2.5% of their software · price +$4.8M$162M−$16.6M
• SalesforceCRM597,877 shares · 2.4% of their software · price −$39.4M$160MNew · +$200M
• Grab Holdings LimitedGRAB35,134,998 shares · 2.4% of their software · price −$6.7M$159MFlat
• SynopsysSNPS351,760 shares · 2.3% of their software · price −$19.9M$151M−$29.9M
• ZscalerZS743,907 shares · 2.2% of their software · price +$13.4M$148M−$22.5M
• Fiserv, Inc.FISV630,965 shares · 2.1% of their software · price +$9.7M$139M+$2.6M
• CadenceCDNS493,457 shares · 1.9% of their software · price −$22.8M$126M+$22.0M
• GoDaddyGDDY623,508 shares · 1.7% of their software · price −$10.7M$112M−$17.5M
• NutanixNTNX1,468,089 shares · 1.6% of their software · price +$12.7M$102M−$1.8M
• SamsaraIOT2,267,959 shares · 1.3% of their software · price −$12.2M$86.9M+$10.1M
• VeriskVRSK275,370 shares · 1.2% of their software · price +$6.1M$82.0M−$56.5M
• Clearwater AnalyticsCWAN2,743,255 shares · 1.1% of their software$73.5M—
• Intapp, Inc.INTA1,061,366 shares · 0.9% of their software · price −$6.1M$62.0M+$9.9M
• ProcorePCOR900,542 shares · 0.9% of their software · price −$8.0M$59.5M−$1.7M
• CloudflareNET480,003 shares · 0.8% of their software · price +$2.4M$54.1MNew · +$51.7M
• WorkivaWK658,523 shares · 0.8% of their software · price −$22.1M$50.0M+$8.1M
• ElasticESTC548,731 shares · 0.7% of their software · price −$5.5M$48.9M+$6.3M
• Radware Ltd.RDWR2,142,129 shares · 0.7% of their software · price −$1.9M$46.3M+$675K
• Agilysys, Inc.AGYS576,531 shares · 0.6% of their software · price −$34.1M$41.8M+$6.2M
• Check PointCHKP174,189 shares · 0.6% of their software · price +$7.2M$39.7M−$7.1M
• SentinelOneS2,154,865 shares · 0.6% of their software · price −$8.7M$39.2MNew · +$47.8M
• Calix, Inc.CALX1,052,214 shares · 0.6% of their software · price +$600K$37.3M−$2.0M
• LightspeedLSPD3,778,331 shares · 0.5% of their software · price −$24.5M$33.1M−$11.8M
• ServiceTitanTTAN331,884 shares · 0.5% of their software · price −$2.6M$31.6M+$7.7M
• Five9FIVN1,016,735 shares · 0.4% of their software · price −$13.7M$27.6M+$11.6M
• FreshworksFRSH1,853,143 shares · 0.4% of their software · price −$3.8M$26.1M+$14.0M
• Joint Stock Company Kaspi.kzKSPI259,743 shares · 0.4% of their software$24.1MFlat
• DescartesDSGX157,435 shares · 0.2% of their software · price −$2.0M$15.9M−$11.4M
• DoceboDCBO342,418 shares · 0.1% of their software · price −$5.5M$9.9M−$1.8M
• VTEXVTEX1,469,175 shares · 0.1% of their software · price −$1.2M$7.4MFlat
• DuolingoDUOL15,583 shares · 0.1% of their software$4.8MNew · +$5.1M
• Tuya Inc.TUYA644,930 shares · 0.0% of their software · price +$800K$2.0MNew · +$1.2M