Generalist · Milwaukee, WI
Artisan Partners Limited Partnership
Q4 2025 · compared with Q3 2025
- Software
- $4.5B
- Weight of 13F
- 6.9%
- Names
- 33
- Net bought
- −$2.2B
Filed 17 February 2026 · SEC filing.
Call exposure on these names is $123M across 1 line. Calls are not in the stock total.
325 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
- ShopifySHOP4,393,240 shares · 15.6% of their software · price +$54.3M$707M−$370M
- OracleORCL2,294,045 shares · 9.9% of their software · price −$198M$447M−$183M
- SnowflakeSNOW1,854,894 shares · 9.0% of their software · price −$11.5M$407M−$450M
- MicrosoftMSFT443,356 shares · 4.7% of their software · price −$15.2M$214M−$37.5M
- GuidewireGWRE1,060,968 shares · 4.7% of their software · price −$30.6M$213M−$61.3M
- Tyler TechnologiesTYL399,177 shares · 4.0% of their software · price −$27.6M$181M−$66.8M
- CrowdStrikeCRWD384,490 shares · 4.0% of their software · price −$8.3M$180M−$30.3M
- MongoDBMDB428,495 shares · 4.0% of their software · price +$46.8M$180M+$16.4M
- ServiceTitanTTAN1,617,353 shares · 3.8% of their software · price +$9.2M$172M+$52.3M
- SalesforceCRM610,938 shares · 3.6% of their software · price +$17.1M$162M+$5.3M
- NICENICE1,256,752 shares · 3.1% of their software · price −$39.9M$142M+$33.0M
- Grab Holdings LimitedGRAB27,977,786 shares · 3.1% of their software · price −$28.8M$140M+$8.1M
- ZscalerZS593,545 shares · 2.9% of their software · price −$44.4M$134M+$33.2M
- Fair IsaacFICO75,623 shares · 2.8% of their software · price +$14.7M$128M+$27.8M
- CCC Intelligent Solutions Holdings Inc.CCC15,201,766 shares · 2.7% of their software · price −$17.6M$121M−$127M
- CloudflareNET588,598 shares · 2.6% of their software · price −$10.3M$116M−$27.1M
- WaystarWAY3,164,546 shares · 2.3% of their software · price −$16.4M$104M+$24.5M
- CadenceCDNS328,118 shares · 2.3% of their software · price −$12.7M$103M−$40.4M
- VeevaVEEV445,271 shares · 2.2% of their software · price −$33.3M$99.4M−$228M
- SynopsysSNPS207,349 shares · 2.1% of their software · price −$4.9M$97.4M−$359M
- ProcorePCOR1,175,362 shares · 1.9% of their software$85.5M+$7.2M
- Radware Ltd.RDWR2,969,178 shares · 1.6% of their software · price −$7.1M$71.5M−$4.3M
- Agilysys, Inc.AGYS459,491 shares · 1.2% of their software · price +$6.2M$54.6M−$19.4M
- LightspeedLSPD3,900,930 shares · 1.0% of their software · price +$2.1M$47.1M+$6.7M
- Kingsoft Cloud Holdings LimitedKC4,016,945 shares · 0.9% of their software · price −$18.4M$41.5M+$8.4M
- SailPointSAIL1,740,124 shares · 0.8% of their software · price −$3.2M$35.2MNew · +$38.4M
- Calix, Inc.CALX590,187 shares · 0.7% of their software · price −$5.0M$31.2M−$7.4M
- Joint Stock Company Kaspi.kzKSPI352,994 shares · 0.6% of their software · price −$1.3M$27.6M+$5.4M
- Cellebrite DI Ltd.CLBT1,434,888 shares · 0.6% of their software · price −$717K$25.9MNew · +$26.6M
- JFrogFROG344,226 shares · 0.5% of their software · price +$5.2M$21.5M−$11.6M
- Check PointCHKP99,287 shares · 0.4% of their software · price −$2.1M$18.4M−$6.3M
- Five9FIVN786,016 shares · 0.3% of their software · price −$3.3M$15.8M−$7.7M
- Amdocs LimitedDOX151,180 shares · 0.3% of their software$12.2MNew · +$12.4M