SecBot

SecBot
NYSE· Investment Advice· Inc. DE· CIK 0001517302

APAM

Artisan Partners Asset Management Inc.
$34.88 ▼ -3.65%
Prev close $36.20
Market cap$2.9B
ConsensusStrong Sell
12-mo target$39.50 (+13.2%)
▼ Bearish
Analyst conviction 1/10
26 New Institutional Positions18 Institutional Exits Traditional Finance
Snapshot
The big-picture read on APAM right now — valuation, ownership and activity at a glance.
Market Cap
$2.9B
Cap Size
Mid Cap
Analyst Consensus
Sell (11%)
Inst. Holders
50 funds
Inst. Value
$2.0B
Inst. Activity
26 buys / 18 sells
Insider Activity
$0.00 buy / $298.1K sell
Insider Net $
-$298.1K
SEC Reports
5
Price chart 30d -15.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: APAM — 66.6% short (0.3M / 0.5M)
Short: 349,143 | Exempt: 110 | TRF Vol: 524,163 | Short Ratio: 66.6% | Off-exchange volume (dark poo
Aug 19, 2026 Insider
Ramirez Gregory K sold 7,000 shares
Executive Vice President @ $42.59 ($298.1K)
Jul 28, 2026 SEC
Artisan Partners reported Q2 2026 adjusted EPS of $0.94, beating the $0.92 consensus, on revenues of $307.9M (above $301
8-K — Impact 6/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
814,071 shares ($28.1M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — ADD
760,422 shares ($26.3M)
Jun 5, 2026 SEC
Artisan Partners reported preliminary AUM of $186.0 billion as of May 31, 2026, but disclosed that a U.S. sub-advisory m
8-K — Impact 5/10
Apr 28, 2026 SEC
Artisan Partners reported Q1 2026 adjusted EPS of $0.87, missing the $0.93 consensus by 6.5%, while revenue of $303M was
8-K — Impact 5/10
Mar 2, 2026 Insider
Sellers Samuel Bentson was granted 13,375 shares
Executive Vice President
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Sell 11% rate it Buy or better · 9 analysts
Strong Buy 0 0% Buy 1 11% Hold 4 44% Sell 2 22% Strong Sell 2 22%
Recent analyst actions
DateFirmActionRatingFirm rating
Oct 2, 2026Goldman SachsMAINTAINSell 54%
Sep 11, 2026TD CowenREITERATEHold 56%
Sep 9, 2026Evercore ISI GroupMAINTAINIn-Line 59%
Aug 10, 2026Evercore ISI GroupMAINTAINIn-Line 59%
Jul 30, 2026RBC CapitalMAINTAINOutperform 55%
Jul 30, 2026TD CowenMAINTAINHold 56%
Jul 23, 2026RBC CapitalMAINTAINOutperform 55%
Jul 10, 2026Evercore ISI GroupMAINTAINIn-Line 59%
Apr 30, 2026RBC CapitalMAINTAINOutperform 55%
Apr 30, 2026Evercore ISI GroupMAINTAINIn-Line 59%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20260142211%
Aug 1, 20260142211%
Jul 1, 20260142211%
Jun 1, 20260142211%
May 1, 20260142211%
Apr 1, 20260142211%
Mar 1, 20260142211%
Feb 1, 20260142211%
Price targets
Where 4 covering analysts think APAM trades over the next 12 months.
$39.50 +13.2% upside Buy
Current$34.88 Low$35.00 Median$39.00 High$45.00 4 analysts
$35.00$45.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 0 bullish, 1 bearish, 2 mixed, 2 neutral · avg impact 4.4/10.
MIXED8-K6/10
Artisan Partners reported Q2 2026 adjusted EPS of $0.94, beating the $0.92 consensus, on revenues of
Jul 28, 2026
BEARISH8-K5/10
Artisan Partners reported preliminary AUM of $186.0 billion as of May 31, 2026, but disclosed that a
Jun 5, 2026
MIXED8-K5/10
Artisan Partners reported Q1 2026 adjusted EPS of $0.87, missing the $0.93 consensus by 6.5%, while
Apr 28, 2026
NEUTRALDEFA14A3/10
Artisan Partners Asset Management Inc. (APAM) has filed a definitive proxy statement (DEFA14A) for i
Apr 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: APAM — 66.6% short (0.3M / 0.5M)
Short: 349,143 | Exempt: 110 | TRF Vol: 524,163 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Sep 4, 2026
ftd
FTD: APAM — 29,456 shares ($1.2M) failed to deliver
Settlement: 20260904, Price: $41.15, FTD Value: $1,212,114.4, ARTISAN PARTNERS ASSET MGMT IN
Aug 13, 2026
short_volume
Short Volume: APAM — 75.5% short (0.4M / 0.6M)
Short: 418,331 | Exempt: 0 | TRF Vol: 554,159 | Short Ratio: 75.5% | Off-exchange volume (dark pool + OTC)
Jul 31, 2026
short_interest_report
Short Interest: APAM down 26% to 3.1M shares
Settlement 2026-07-31 | Days to cover: 3.38 | ≈3.87% of shares outstanding (est.)
Jul 29, 2026
short_volume
Short Volume: APAM — 61.1% short (0.4M / 0.7M)
Short: 409,092 | Exempt: 0 | TRF Vol: 669,166 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$0.98$0.96–$1.01-3.9%+1.0%2↑ 1↓$0.3B4
Next Q$1.08$1.02–$1.14-14.5%+2.5%2↑ 1↓$0.3B3
Current FY$3.86$3.79–$3.97-1.8%+0.1%3↑ 1↓$1.2B4
Next FY$3.97$3.84–$4.142.9%-1.3%3↑ 1↓$1.3B4
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$0.980—
7d ago$0.987-0.007
30d ago$0.970+0.010
60d ago$0.965+0.015
90d ago$0.973+0.007
Institutional ownership
Which big funds own APAM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.0B total value (57,824,245 shares) as of 2026-Q2. Top holders: BlackRock,, KAYNE, VANGUARD. Net buying activity: 26 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.11,198,383$386.7M19.4%—
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5,171,453$178.6M8.9%—
VANGUARD PORTFOLIO MANAGEMENT LLC4,209,313$145.3M7.3%—
VANGUARD CAPITAL MANAGEMENT LLC3,062,850$105.8M5.3%—
STATE STREET CORP2,948,649$101.8M5.1%—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,812,323$97.1M4.9%—
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.2,466,770$85.2M4.3%—
GEODE CAPITAL MANAGEMENT, LLC2,258,283$78.0M3.9%—
MORGAN STANLEY1,982,177$68.4M3.4%—
DIMENSIONAL FUND ADVISORS LP1,742,180$60.2M3.0%—
Recent position changes
FundActionPrevCurrentChangeValue
GOLDMAN SACHS GROUP INCADD571,919814,071+42.3%$28.1M
CITADEL ADVISORS LLCADD561,514760,422+35.4%$26.3M
UBS Group AGDOUBLED266,904697,380+161.3%$24.1M
D. E. Shaw & Co., Inc.ADD342,473513,655+50.0%$17.7M
Capital World InvestorsTRIM1,058,685509,214-51.9%$17.6M
BARCLAYS PLCTRIM554,359386,069-30.4%$13.3M
MILLENNIUM MANAGEMENT LLCTRIM421,464310,399-26.4%$10.7M
Connor, Clark & Lunn Investment Management Ltd.DOUBLED111,472274,870+146.6%$9.5M
Creative PlanningDOUBLED118,521270,959+128.6%$9.4M
Qube Research & Technologies LtdTRIM473,395229,306-51.6%$7.9M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 21 transactions. Net -$298.1K — $0.00 bought, $298.1K sold.
DateInsiderTitleTypeSharesPriceValue
Aug 19, 2026Ramirez Gregory KExecutive Vice PresidentSELL7,000$42.59$298.1K
Mar 2, 2026Sellers Samuel BentsonExecutive Vice PresidentAWARD13,375——
Mar 2, 2026Kwei Eileen LeeExecutive Vice PresidentAWARD13,783——
Mar 2, 2026DALEY CHARLES J JRExec VP, CFO & TreasurerAWARD19,438——
Mar 2, 2026Kwei Eileen LeeExecutive Vice PresidentAWARD2,275——
Mar 2, 2026Sellers Samuel BentsonExecutive Vice PresidentAWARD2,275——
Mar 2, 2026Krein Christopher JExecutive Vice PresidentAWARD22,816——
Mar 2, 2026GOTTLIEB JASON ACEO and PresidentAWARD36,880——
Mar 2, 2026Kwei Eileen LeeExecutive Vice PresidentAWARD2,275——
Mar 2, 2026Ramirez Gregory KExecutive Vice PresidentAWARD13,858——
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for APAM.
Shares short
3,724,843
Settlement Sep 15, 2026
Change vs prior
+9.9%
Semi-monthly cycle
Days to cover
4.9
At avg daily volume
Of shares outstanding
≈4.6%
Estimate — not % of float
All APAM filing & press-release reports (5)