What is the 13F Pro Quality Score for APAM?

13F Pro ranks Artisan Partners Asset Management Inc. (APAM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View APAM's current score at https://13fpro.ai/company/APAM (free sign-up required for the full ranking).

Where does 13F Pro source APAM data?

All Artisan Partners Asset Management Inc. fundamentals and ownership data come directly from SEC EDGAR. Artisan Partners Asset Management Inc. files with the SEC under CIK 1517302. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is APAM in?

Artisan Partners Asset Management Inc. (APAM) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives APAM's revenue?

Per Artisan Partners Asset Management Inc.'s latest 10-Q filed with the SEC on 2026-07-31, the biggest revenue drivers are: Artisan Funds ($180.6M, +9% YoY); Separate accounts and other ($109.9M, +6% YoY); Artisan Global Funds ($17.3M, +27% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/APAM.

What are APAM's largest expenses?

Artisan Partners Asset Management Inc.'s latest 10-Q reports these as the largest expense items: Compensation and benefits ($182.0M, +10% YoY); Other operating expenses ($41.3M, +11% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is APAM research updated on 13F Pro?

APAM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Artisan Partners Asset Management Inc.(APAM)Stock Analysis

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SEC EDGAR: CIK 1517302 APAM stock profile & AI dashboard →

13F Pro Quality Score

67.3/100

Rank #373 of 2,961 stocksTOP 25%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

60.2/100

Profitability

83.2/100

Balance Sheet

96.3/100

Earnings Quality

26.4/100

Free Cash Flow

73.8/100

Institutional Flow

56.8/100

Revenue Scale

54.3/100

Dilution Risk

37.8/100

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Why APAM Scores 67/100

exact factor attribution · 2026-09-11

APAM's composite is driven by profitability and capital efficiency, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+6.6 pts

83th pct

Capital efficiency

+6.2 pts

96th pct

Free cash flow

+3.6 pts

74th pct

Revenue growth

+2.7 pts

60th pct

Earnings growth

+1.3 pts

69th pct

Scale

+0.9 pts

54th pct

Institutional flow

+0.5 pts

57th pct

Shareholder dilution

-0.8 pts

38th pct

Earnings quality

-2.4 pts

26th pct

Latest change (2026-08-02): 71 → 71 · ↓ Free cash flow 89→80

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

APAM Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Artisan Partners Asset Management Inc. (APAM), a Financials sector company. 13F Pro's AI-powered ranking engine scores APAM at 67.3/100 on a 32-signal composite quality model, placing it at rank #373 of 2,961 stocks — the top 25% of the AI-ranked universe. APAM scores in the top quartile across balance sheet strength (96.3), profitability (83.2). Areas of concern include earnings quality (26.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 37.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Artisan Partners Asset Management Inc. reports quarterly revenue of $307.9M, net income of $80.8M, an operating margin of 27.5%. Top institutional holders of APAM by reported 13-F value include BlackRock, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. APAM trades on the NYSE exchange and files with the SEC under CIK 1517302. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate APAM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Artisan Partners Asset Management Inc. directly from SEC EDGAR. Artisan Partners Asset Management Inc.'s 13F Pro composite quality score has ranged between 56 and 79 since 2021, currently 67.3 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Artisan Partners Asset Management Inc.

Quirks, history, and lore behind APAM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. asset management firm · publicly traded · headquartered in Milwaukee, Wisconsin · focuses exclusively on equity investing.
2
The Numbers
Manages roughly $150 billion in assets under management — not a giant by Wall Street standards, but a serious boutique with a fiercely concentrated portfolio style.
3
The History
Founded in 1994 by a small team of fundamental stock-pickers who believed in owning fewer, higher-conviction positions rather than index-hugging diversification.
4
The Secret
Its business model is built around independent thinking and low portfolio turnover — the firm tends to hold stocks for years, not months, and its analysts act more like business owners than traders.
5
The Lore
The firm is named after a medieval guild craftsman — a deliberate nod to skilled, patient workmanship — which is a pretty bold thing to put on a financial prospectus.
6
The Giveaway
Ticker APAM, named after the skilled tradespeople of old — this Milwaukee-based boutique equity manager brands itself as the "artisan" of the investment world.

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What's Driving APAM's Business? Latest 10-Q Breakdown

✓ 19/19 datapoints verified

AI-extracted from Artisan Partners Asset Management Inc.'s 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 9% YoY to $307.9M on higher average AUM, but the quarter saw $10.5B of net client outflows and the wind-down of the U.S. Value team after losing two large institutional mandates.

Biggest Revenue Drivers

Artisan Funds$180.6M+9% YoY

Historically higher effective fee rates reflecting the broader array of services provided to these pooled vehicles.

Separate accounts and other$109.9M+6% YoY

Includes traditional separate accounts, collective investment trusts, Artisan Private Funds, and custom Credit mandates.

Biggest Revenue Drivers

Total revenue: $307.9M+9% YoY

Artisan Funds$180.6M+9% YoY

Historically higher effective fee rates reflecting the broader array of services provided to these pooled vehicles.

Separate accounts and other$109.9M+6% YoY

Includes traditional separate accounts, collective investment trusts, Artisan Private Funds, and custom Credit mandates.

Artisan Global Funds$17.3M+27% YoY

UCITS fund fees, driven by growth in average AUM in this vehicle.

Largest Expense Items

Compensation and benefits$182.0M+10% YoY

Driven by a $7.4M rise in long-term incentive comp from market valuation changes, $4.5M higher incentive comp on higher revenue, and $3.0M of employee separation costs tied to the U.S. Value team wind-down.

Other operating expenses$41.3M+11% YoY

Primarily an increase in general and administrative costs, most notably professional fees.

Margins: GAAP operating margin declined to 27.5% from 28.2% YoY on higher compensation costs, while adjusted operating margin (which excludes market-valuation-driven comp swings) rose to 32.9% from 31.7%.

Watch Items from the Filing

Following the loss of two large institutional mandates, Artisan is winding down its U.S. Value team's business, expected to complete in Q3 2026; U.S. Value AUM fell from $7.5B to $1.8B in the quarter on $6.4B of client terminations.
Net client cash outflows were $10.5B in Q2 2026, with equity strategies seeing $11.5B of outflows, partially offset by $1.0B of net inflows into credit and alternative strategies.
Amounts payable under tax receivable agreements were $275.0M as of June 30, 2026, with the Company expecting to make ~$40.4M of TRA payments in fiscal 2026 ($30.3M already paid in Q2).
The International Value Group represented $58.4B, roughly 32% of total $183.4B AUM, making it by far the largest single revenue contributor among the firm's 12 investment teams.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$307.9M

Net Income

Q2 2026

$80.8M

Free Cash Flow

Q2 2026

$115.4M

Operating Margin

Q2 2026

27.5%

ROIC

Q2 2026

55.6%

D/E Ratio

Q2 2026

0.45

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+7.6% YoY

$1.20BFY 2025

FY22 $993.3MFY23 $975.1MFY24 $1.11BFY25 $1.20B

Net Income

+11.8% YoY

$290.3MFY 2025

FY22 $206.8MFY23 $222.3MFY24 $259.7MFY25 $290.3M

Operating Income

+9.0% YoY

$399.6MFY 2025

FY22 $344.1MFY23 $303.6MFY24 $366.6MFY25 $399.6M

EPS (Diluted)

+10.7% YoY

$4.05FY 2025

FY22 $2.94FY23 $3.19FY24 $3.66FY25 $4.05

Total Assets

-2.6% YoY

$1.58BFY 2025

FY22 $1.23BFY23 $1.41BFY24 $1.62BFY25 $1.58B

Total Debt

-5.2% YoY

$189.1MFY 2025

FY22 $199.1MFY23 $199.3MFY24 $199.4MFY25 $189.1M

Op. Cash Flow

-53.9% YoY

$172.0MFY 2025

FY22 $312.6MFY23 $253.0MFY24 $372.8MFY25 $172.0M

Free Cash Flow

-53.8% YoY

$171.6MFY 2025

FY22 $306.0MFY23 $250.8MFY24 $371.3MFY25 $171.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.20B +7.6%	$1.11B +14.0%	$975.1M -1.8%	$993.3M -19.1%	$1.23B +36.4%	$899.6M
Net Income	$290.3M +11.8%	$259.7M +16.9%	$222.3M +7.5%	$206.8M -38.6%	$336.5M +58.3%	$212.6M
Operating Income	$399.6M +9.0%	$366.6M +20.8%	$303.6M -11.8%	$344.1M -36.3%	$540.5M +50.8%	$358.3M
EPS (Diluted)	$4.05 +10.7%	$3.66 +14.7%	$3.19 +8.5%	$2.94 -42.2%	$5.09 +49.7%	$3.40
Total Assets	$1.58B -2.6%	$1.62B +15.1%	$1.41B +13.9%	$1.23B +2.2%	$1.21B +4.9%	$1.15B
Total Debt	$189.1M -5.2%	$199.4M +0.1%	$199.3M +0.1%	$199.1M -0.2%	$199.4M +0.1%	$199.3M
Operating Cash Flow	$172.0M -53.9%	$372.8M +47.4%	$253.0M -19.1%	$312.6M -21.6%	$398.6M +25.1%	$318.7M
Free Cash Flow	$171.6M -53.8%	$371.3M +48.1%	$250.8M -18.0%	$306.0M -22.8%	$396.1M +25.1%	$316.6M

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Available Research

13F Pro tracks comprehensive data for Artisan Partners Asset Management Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of APAM

BlackRock, Inc.
$386.7M11,198,383 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$178.6M5,171,453 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$145.3M4,209,313 sh
VANGUARD CAPITAL MANAGEMENT LLC
$105.8M3,062,850 sh
STATE STREET CORP
$101.8M2,948,649 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$97.1M2,812,323 sh
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
$85.2M2,466,770 sh
GEODE CAPITAL MANAGEMENT, LLC
$78.0M2,258,283 sh
MORGAN STANLEY
$68.4M1,982,177 sh
Channing Capital Management, LLC
$64.1M1,856,106 sh

Fund	Value	Shares
BlackRock, Inc.	$386.7M	11,198,383
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$178.6M	5,171,453
VANGUARD PORTFOLIO MANAGEMENT LLC	$145.3M	4,209,313
VANGUARD CAPITAL MANAGEMENT LLC	$105.8M	3,062,850
STATE STREET CORP	$101.8M	2,948,649
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$97.1M	2,812,323
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$85.2M	2,466,770
GEODE CAPITAL MANAGEMENT, LLC	$78.0M	2,258,283
MORGAN STANLEY	$68.4M	1,982,177
Channing Capital Management, LLC	$64.1M	1,856,106

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Is APAM a good stock to buy?

13F Pro's AI-powered analysis of Artisan Partners Asset Management Inc. (APAM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for APAM are available on the APAM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. APAM is classified as a mid company.

Which hedge funds own APAM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling APAM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Artisan Partners Asset Management Inc.'s investment landscape.