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.

• MongoDBMDB+$335M$300M
• SnowflakeSNOW−$262M$100.0M
• OracleORCL−$259M$142M
• MicrosoftMSFT−$214M$517K
• ServiceTitanTTAN−$111M$36.4M

Software held

• ShopifySHOP4,362,111 shares · 18.1% of their software · price −$185M$517MFlat
• MongoDBMDB1,227,170 shares · 10.5% of their software · price −$215M$300M+$335M
• Tyler TechnologiesTYL530,353 shares · 6.3% of their software · price −$59.2M$182M+$59.5M
• GuidewireGWRE1,145,240 shares · 6.0% of their software · price −$58.9M$171M+$16.9M
• SalesforceCRM795,539 shares · 5.2% of their software · price −$62.2M$149M+$48.9M
• OracleORCL963,824 shares · 5.0% of their software · price −$46.1M$142M−$259M
• CloudflareNET668,158 shares · 4.8% of their software · price +$6.1M$138M+$15.7M
• CrowdStrikeCRWD346,469 shares · 4.7% of their software · price −$27.1M$135M−$17.8M
• NICENICE1,161,305 shares · 4.5% of their software · price −$3.2M$128M−$10.8M
• WaystarWAY4,408,404 shares · 3.7% of their software · price −$38.1M$106M+$40.7M
• Grab Holdings LimitedGRAB27,805,098 shares · 3.6% of their software · price −$37.0M$102MFlat
• SnowflakeSNOW662,734 shares · 3.5% of their software · price −$45.4M$100.0M−$262M
• Fair IsaacFICO72,816 shares · 2.7% of their software · price −$45.4M$77.7M−$4.7M
• Radware Ltd.RDWR2,749,680 shares · 2.5% of their software · price +$6.1M$72.4M−$5.3M
• VeevaVEEV344,400 shares · 2.1% of their software · price −$16.4M$60.5M−$22.5M
• ZscalerZS385,216 shares · 1.9% of their software · price −$32.6M$54.0M−$46.9M
• ProcorePCOR866,703 shares · 1.7% of their software · price −$13.6M$49.4M−$22.5M
• CadenceCDNS169,948 shares · 1.7% of their software · price −$5.9M$47.2M−$49.4M
• Agilysys, Inc.AGYS539,323 shares · 1.3% of their software · price −$25.7M$38.4M+$9.5M
• ServiceTitanTTAN573,859 shares · 1.3% of their software · price −$24.7M$36.4M−$111M
• LightspeedLSPD3,945,230 shares · 1.2% of their software · price −$12.3M$35.3M+$535K
• Kingsoft Cloud Holdings LimitedKC2,351,451 shares · 1.1% of their software · price +$7.1M$31.4M−$17.2M
• Cellebrite DI Ltd.CLBT2,185,797 shares · 1.1% of their software · price −$9.3M$30.1M+$13.5M
• Joint Stock Company Kaspi.kzKSPI386,095 shares · 1.0% of their software · price −$1.6M$28.6M+$2.6M
• Paychex, Inc.PAYX299,664 shares · 1.0% of their software · price −$6.0M$27.6MNew · +$33.6M
• Calix, Inc.CALX529,875 shares · 0.9% of their software · price −$2.1M$26.0M−$3.2M
• PalantirPLTR156,084 shares · 0.8% of their software · price −$4.9M$22.8MNew · +$27.7M
• SailPointSAIL1,706,651 shares · 0.8% of their software · price −$11.9M$22.6M−$677K
• AkamaiAKAM177,406 shares · 0.7% of their software · price +$4.9M$20.4MNew · +$15.5M
• Amdocs LimitedDOX140,326 shares · 0.3% of their software · price −$2.1M$9.2M−$874K
• MicrosoftMSFT1,396 shares · 0.0% of their software$517K−$214M