Generalist · Milwaukee, WI
Artisan Partners Limited Partnership
Q3 2025 · compared with Q2 2025
- Software
- $7.1B
- Weight of 13F
- 10.3%
- Names
- 38
- Net bought
- −$1.1B
Filed 12 November 2025 · SEC filing.
322 positions in the whole 13F.
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.
Software held
- ShopifySHOP6,881,474 shares · 14.3% of their software · price +$229M$1.0B−$53.1M
- SnowflakeSNOW3,848,053 shares · 12.1% of their software · price +$6.8M$868M−$247M
- OracleORCL2,946,478 shares · 11.6% of their software · price +$184M$829M−$138M
- SynopsysSNPS934,034 shares · 6.4% of their software · price −$18.0M$461M+$312M
- VeevaVEEV1,211,946 shares · 5.1% of their software · price +$12.0M$361MFlat
- GuidewireGWRE1,327,795 shares · 4.3% of their software · price −$7.4M$305M−$42.4M
- Tyler TechnologiesTYL526,928 shares · 3.9% of their software · price −$36.7M$276M−$102M
- MicrosoftMSFT515,829 shares · 3.7% of their software · price +$10.6M$267M−$3.1M
- CCC Intelligent Solutions Holdings Inc.CCC29,114,253 shares · 3.7% of their software · price −$8.7M$265M−$18.3M
- CrowdStrikeCRWD446,253 shares · 3.1% of their software · price −$8.4M$219M+$22.9M
- Grab Holdings LimitedGRAB26,637,704 shares · 2.2% of their software · price +$26.4M$160M−$66.4M
- CadenceCDNS443,219 shares · 2.2% of their software · price +$19.1M$156M−$13.6M
- CloudflareNET715,058 shares · 2.1% of their software · price +$13.4M$153M−$11.4M
- NICENICE1,029,121 shares · 2.1% of their software · price −$24.8M$149M+$6.4M
- ZscalerZS482,769 shares · 2.0% of their software · price −$6.9M$145M−$12.4M
- SalesforceCRM588,587 shares · 2.0% of their software · price −$21.0M$139M+$8.6M
- SamsaraIOT3,688,535 shares · 1.9% of their software · price −$9.3M$137M−$11.0M
- MongoDBMDB375,719 shares · 1.6% of their software · price +$37.7M$117MNew · +$78.9M
- HubSpotHUBS238,649 shares · 1.6% of their software · price −$21.2M$112MFlat
- ServiceTitanTTAN1,098,329 shares · 1.5% of their software · price −$7.0M$111M+$63.4M
- WaystarWAY2,518,390 shares · 1.3% of their software · price −$7.4M$95.5MNew · +$103M
- Fair IsaacFICO57,042 shares · 1.2% of their software · price −$18.9M$85.4M+$20.0M
- Radware Ltd.RDWR3,130,252 shares · 1.2% of their software · price −$9.2M$82.9M+$12.7M
- DuolingoDUOL256,262 shares · 1.2% of their software · price −$22.6M$82.5M+$53.3M
- Fiserv, Inc.FISV629,478 shares · 1.1% of their software · price −$27.4M$81.2M+$1.9M
- ProcorePCOR1,076,087 shares · 1.1% of their software · price +$4.8M$78.5M+$4.8M
- Agilysys, Inc.AGYS644,199 shares · 0.9% of their software · price −$6.0M$67.8M+$1.6M
- Kingsoft Cloud Holdings LimitedKC3,452,038 shares · 0.7% of their software · price +$8.3M$51.5MNew · +$43.2M
- Calix, Inc.CALX710,197 shares · 0.6% of their software · price +$5.8M$43.6M−$26.3M
- LightspeedLSPD3,319,030 shares · 0.5% of their software · price −$531K$38.3M−$3.0M
- ServiceNowNOW31,918 shares · 0.4% of their software · price −$3.4M$29.4M−$23.3M
- Intapp, Inc.INTA704,192 shares · 0.4% of their software · price −$7.5M$28.8M−$32.4M
- JFrogFROG589,243 shares · 0.4% of their software · price +$2.0M$27.9M−$1.0M
- Check PointCHKP129,535 shares · 0.4% of their software · price −$1.9M$26.8M−$1.6M
- Five9FIVN1,104,582 shares · 0.4% of their software · price −$2.5M$26.7M+$3.7M
- Joint Stock Company Kaspi.kzKSPI287,193 shares · 0.3% of their software · price −$922K$23.5M+$501K
- VertexVERX728,453 shares · 0.3% of their software · price −$7.7M$18.1M−$942K
- Clearwater AnalyticsCWAN483,792 shares · 0.1% of their software$8.7M—