Moody Aldrich Partners LLC

Position in APAM — Artisan Partners Asset Management Inc.

CIK 936941 MARBLEHEAD, MA

Position in APAM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,903,927

-$210,290 QoQ

Shares Held

113,059

0.0% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#69

of 380 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Moody Aldrich Partners LLC holds $14,120,289 across 4 Asset Management names. APAM ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMG	Affiliated Managers Group, Inc.	15,111	$5,113,562
2	AB	Alliancebernstein Holding L.P.	137,341	$4,837,150
3	APAM	Artisan Partners Asset Management Inc. This page	113,059	$3,903,927
4	PAX	Patria Investments Ltd	24,194	$265,650

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,903,927	113,059	0.0%	Shares	Sole	2026-07-15
2026-03-31	$4,114,217	113,059	0.0%	Shares	Sole	2026-04-20
2025-12-31	$4,606,023	113,059	0.0%	Shares	Sole	2026-01-30
2025-09-30	$4,906,760	113,059	+89.6%	Shares	Sole	2025-10-21
2025-06-30	$2,643,264	59,627	+37.4%	Shares	Sole	2025-08-04
2023-06-30	$1,706,525	43,412	0.0%	Shares	Sole	2023-07-28
2023-03-31	$1,388,315	43,412	0.0%	Shares	Sole	2023-04-27
2022-12-31	$1,289,336	43,412	0.0%	Shares	Sole	2023-01-24
2022-09-30	$1,169,085	43,412	-21.1%	Shares	Sole	2022-10-18
2022-06-30	$1,958,306	55,055	0.0%	Shares	Sole	2022-07-18
2022-03-31	$2,166,414	55,055	+55.4%	Shares	Sole	2022-05-10
2021-12-31	$1,687,599	35,424	+36.0%	Shares	Sole	2022-02-02
2021-09-30	$1,273,827	26,039	0.0%	Shares	Sole	2021-10-29
2021-06-30	$1,323,301	26,039	+63.8%	Shares	Sole	2021-08-04
2021-03-31	$829,137	15,893	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.