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	0.06%	343
2024 Q4	$4.87M	Buy	+113,145	New	+$5.17M	0.07%	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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Susquehanna Fundamental Investments's APAM Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 20,564 shares — an estimated $838K sold.

Susquehanna Fundamental Investments first reported a position in APAM in Q3 2018 and held it in 12 quarters. The position peaked at $4.87M in Q4 2024. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Susquehanna Fundamental Investments reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
Susquehanna Fundamental Investments sold 20,564 Artisan Partners shares in Q1 2026, an estimated $838K.
Susquehanna Fundamental Investments first reported a position in Artisan Partners in Q3 2018 and held it in 12 quarters.
Susquehanna Fundamental Investments's Artisan Partners position peaked at $4.87M in Q4 2024.
384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.