Y-Intercept (HK)’s Artisan Partners APAM Stock Holding History

Y-Intercept (HK)’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 Q3	$1.95M	Buy	54,118 +27,344	+102%	+$1.08M	0.04%	644
2026 Q2	$925K	Buy	+26,774	New	+$985K	0.02%	1082
2025 Q4	–	Sell	-6,222	Closed	-$270K	–	1514
2025 Q3	$270K	Buy	+6,222	New	+$287K	0.01%	1410
2025 Q1	–	Sell	-14,265	Closed	-$614K	–	1174
2024 Q4	$614K	Buy	+14,265	New	+$652K	0.04%	629
2023 Q1	–	Sell	-25,053	Closed	-$744K	–	1161
2022 Q4	$744K	Buy	25,053 +1,678	+7%	+$51.6K	0.11%	294
2022 Q3	$629K	Buy	+23,375	New	+$822K	0.06%	442

Other funds holding APAM

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Optimist Retirement Group Bellevue, Washington $246M AUM 28.58% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Y-Intercept (HK)'s APAM Position: Q3 2026 in Review

Y-Intercept (HK) increased its Artisan Partners (APAM) stake by 102% in Q3 2026, buying an estimated $1.08M and bringing the position to 54,118 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #644.

Y-Intercept (HK) first reported a position in APAM in Q3 2022 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

Y-Intercept (HK) held 54,118 shares of Artisan Partners worth $1.95M as of Q3 2026.
Y-Intercept (HK) bought 27,344 Artisan Partners shares in Q3 2026, an estimated $1.08M.
Artisan Partners made up 0.04% of Y-Intercept (HK)'s portfolio in Q3 2026, its #644 holding.
Y-Intercept (HK) first reported a position in Artisan Partners in Q3 2022 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.