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SFI
Susquehanna Fundamental Investments’s
Artisan Partners
APAM
Stock Holding History
Susquehanna Fundamental Investments’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
2026
Q1
–
Sell
-20,564
Closed
-$838K
–
486
2025
Q4
$838K
Sell
20,564
-285
-1%
-$12.2K
0.03%
368
2025
Q3
$905K
Sell
20,849
-75,369
-78%
-$3.47M
0.04%
350
2025
Q2
$4.27M
Sell
96,218
-18,112
-16%
-$724K
0.11%
223
2025
Q1
$4.47M
Buy
114,330
+1,185
+1%
+$50.2K
0.07%
343
2024
Q4
$4.87M
Buy
+113,145
New
+$5.17M
0.08%
332
2024
Q2
$2.33M
Buy
56,465
+51,065
+946%
+$2.2M
0.05%
376
2024
Q1
$247K
Buy
+5,400
New
+$232K
0.01%
592
2022
Q4
–
Sell
-54,451
Closed
-$1.47M
–
1189
2022
Q3
$1.47M
Buy
+54,451
New
+$1.91M
0.03%
679
2022
Q1
$1.57M
Buy
39,805
+25,005
+169%
+$1.02M
0.03%
677
2021
Q4
$705K
Buy
+14,800
New
+$711K
0.02%
788
2021
Q2
–
Sell
-4,107
Closed
-$214K
–
1648
2021
Q1
$214K
Buy
+4,107
New
+$210K
﹤0.01%
1380
2018
Q4
–
Sell
-6,342
Closed
-$205K
–
312
2018
Q3
$205K
Buy
+6,342
New
+$207K
0.03%
324
Other funds holding APAM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CCM
Channing Capital Management
Chicago, Illinois
$3.91B AUM
34.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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