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.

• AtlassianTEAM+$328M$788M
• GitLabGTLB−$150M$30.7M
• SnowflakeSNOW+$95.4M$1.1B
• Fair IsaacFICO+$85.0M$84.3M
• GuidewireGWRE−$80.0M$355M

Software held

• SnowflakeSNOW4,951,715 shares · 13.9% of their software · price +$384M$1.1B+$95.4M
• ShopifySHOP7,341,843 shares · 10.6% of their software · price +$146M$847M−$44.0M
• AtlassianTEAM3,878,133 shares · 9.9% of their software · price −$35.4M$788M+$328M
• OracleORCL3,576,329 shares · 9.8% of their software · price +$282M$782M−$33.1M
• Tyler TechnologiesTYL698,616 shares · 5.2% of their software · price +$8.0M$414M−$22.2M
• GuidewireGWRE1,507,946 shares · 4.4% of their software · price +$72.5M$355M−$80.0M
• VeevaVEEV1,216,788 shares · 4.4% of their software · price +$68.6M$350MFlat
• CCC Intelligent Solutions Holdings Inc.CCC31,055,604 shares · 3.7% of their software · price +$11.8M$292M+$54.1M
• MicrosoftMSFT522,140 shares · 3.2% of their software · price +$63.7M$260M+$7.0M
• CrowdStrikeCRWD401,364 shares · 2.6% of their software · price +$62.9M$204M−$21.0M
• Grab Holdings LimitedGRAB39,845,418 shares · 2.5% of their software · price +$19.9M$200M+$21.3M
• NICENICE991,148 shares · 2.1% of their software · price +$14.6M$167M−$9.9M
• SynopsysSNPS326,291 shares · 2.1% of their software · price +$27.4M$167M−$10.9M
• ZscalerZS522,395 shares · 2.1% of their software · price +$60.3M$164M−$44.0M
• SamsaraIOT3,964,300 shares · 2.0% of their software · price +$5.7M$158M+$65.0M
• SalesforceCRM556,901 shares · 1.9% of their software · price +$2.4M$152M−$11.0M
• CloudflareNET773,192 shares · 1.9% of their software · price +$64.3M$151M+$33.0M
• CadenceCDNS487,221 shares · 1.9% of their software · price +$26.2M$150M−$1.6M
• HubSpotHUBS240,966 shares · 1.7% of their software · price −$3.5M$134M−$40.0M
• Fiserv, Inc.FISV618,331 shares · 1.3% of their software · price −$29.9M$107M−$2.8M
• Fair IsaacFICO46,114 shares · 1.1% of their software · price −$747K$84.3MNew · +$85.0M
• Radware Ltd.RDWR2,698,680 shares · 1.0% of their software · price +$21.1M$79.4M+$12.0M
• Agilysys, Inc.AGYS629,891 shares · 0.9% of their software · price +$26.5M$72.2M+$3.9M
• ProcorePCOR1,005,564 shares · 0.9% of their software · price +$2.4M$68.8M+$6.9M
• Intapp, Inc.INTA1,331,580 shares · 0.9% of their software · price −$9.0M$68.7M+$15.8M
• Calix, Inc.CALX1,204,683 shares · 0.8% of their software · price +$21.4M$64.1M+$5.4M
• NutanixNTNX826,916 shares · 0.8% of their software · price +$5.5M$63.2M−$44.8M
• ServiceNowNOW54,625 shares · 0.7% of their software · price +$12.7M$56.2MNew · +$43.5M
• VeriskVRSK176,046 shares · 0.7% of their software · price +$2.4M$54.8M−$29.6M
• ServiceTitanTTAN507,116 shares · 0.7% of their software · price +$6.1M$54.4M+$16.7M
• DuolingoDUOL126,331 shares · 0.6% of their software · price +$12.6M$51.8M+$34.4M
• ElasticESTC515,392 shares · 0.5% of their software · price −$2.5M$43.5M−$3.0M
• LightspeedLSPD3,571,331 shares · 0.5% of their software · price +$10.6M$41.9M−$1.8M
• Clearwater AnalyticsCWAN1,771,463 shares · 0.5% of their software$38.8M—
• GitLabGTLB679,549 shares · 0.4% of their software · price −$1.3M$30.7M−$150M
• Check PointCHKP136,755 shares · 0.4% of their software · price −$912K$30.3M−$8.5M
• JFrogFROG612,807 shares · 0.3% of their software · price +$7.3M$26.9MNew · +$19.6M
• VertexVERX755,101 shares · 0.3% of their software$26.7MNew · +$26.4M
• SentinelOneS1,426,526 shares · 0.3% of their software$26.1M−$13.2M
• Five9FIVN966,087 shares · 0.3% of their software · price −$647K$25.6M−$1.4M
• Joint Stock Company Kaspi.kzKSPI281,296 shares · 0.3% of their software · price −$2.2M$23.9M+$2.0M
• VTEXVTEX1,596,050 shares · 0.1% of their software · price +$2.4M$10.5M+$643K