Edgestream Partners, L.P.

Position in APAM — Artisan Partners Asset Management Inc.

CIK 1535061 Princeton, NJ

Position in APAM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,959,451

-$3,974,042 QoQ

Shares Held

114,667

-47.4% QoQ

Ownership

0.141%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#68

of 380 holders

Holding Since

Jun 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $52,662,841 across 15 Asset Management names. APAM ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	81,628	$14,190,211
2	STT	State Street Corp	69,094	$11,718,342
3	KKR	KKR & Co. Inc.	51,480	$4,724,834
4	RJF	Raymond James Financial Inc	30,491	$4,635,546
5	APAM	Artisan Partners Asset Management Inc. This page	114,667	$3,959,451
6	BX	Blackstone Inc.	32,199	$3,788,856
7	AMP	Ameriprise Financial Inc	5,232	$2,400,232
8	OWL	Blue Owl Capital Inc.	256,312	$2,242,730

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,959,451	114,667	-47.4%	Shares	Sole	2026-08-11
2026-03-31	$7,933,493	218,013	+101.7%	Shares	Sole	2026-05-18
2025-12-31	$4,403,464	108,087	+137.2%	Shares	Sole	2026-02-13
2025-09-30	$1,977,564	45,566	-51.4%	Shares	Sole	2025-11-12
2024-09-30	$4,064,455	93,824	+110.2%	Shares	Sole	2024-11-14
2024-06-30	$1,842,168	44,637	-72.0%	Shares	Sole	2024-08-09
2024-03-31	$7,286,950	159,208	+570.5%	Shares	Sole	2024-05-10
2023-09-30	$888,463	23,743	+127.5%	Shares	Sole	2023-11-15
2023-06-30	$410,199	10,435	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.