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Napatree Capital’s Artisan Partners APAM Stock Holding History

Napatree Capital’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$659K Buy
16,843
+301
+2% +$12.8K 0.37% 72
2024
Q4 		$712K Buy
16,542
+1,767
+12% +$80.7K 0.42% 68
2024
Q3 		$640K Buy
14,775
+297
+2% +$12.3K 0.45% 74
2024
Q2 		$598K Buy
14,478
+4,945
+52% +$213K 0.48% 70
2024
Q1 		$390K Buy
+9,533
New +$409K 0.38% 82

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Napatree Capital's APAM Position: Q1 2025 in Review

Napatree Capital increased its Artisan Partners (APAM) stake by 1.8% in Q1 2025, buying an estimated $12.8K and bringing the position to 16,843 shares worth $659K. The position accounts for 0.37% of the portfolio, ranked #72.

Napatree Capital first reported a position in APAM in Q1 2024 and has held it in 5 quarters since. The position peaked at $712K in Q4 2024. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

  • Napatree Capital held 16,843 shares of Artisan Partners worth $659K as of Q1 2025.
  • Napatree Capital bought 301 Artisan Partners shares in Q1 2025, an estimated $12.8K.
  • Artisan Partners made up 0.37% of Napatree Capital's portfolio in Q1 2025, its #72 holding.
  • Napatree Capital first reported a position in Artisan Partners in Q1 2024 and has held it in 5 quarters since.
  • Napatree Capital's Artisan Partners position peaked at $712K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.