APAM Artisan Partners Asset Management (APAM) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0001517302
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
212
13F, latest reported quarter
What the filings say about APAM
Insiders, 180 days
-$298.1K net sold
1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$298.1K
1 notice
Artisan Partners Asset Management insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Artisan Partners Asset Management Inc. insiders sold a net $298.1K of stock across 8 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 4, 2025.
- The trade is 6.4% of the 109,194 shares held after it.
- No other insider sold within 30 days.
- 212 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Ramirez Gregory K sold about $298.1K of APAM on Aug 19, 2026, the largest insider sale at the company since 2025; 212 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Mar 7, 2025.
- The trade is 2.4% of the 102,336 shares held after it.
- No other insider sold within 30 days.
- 212 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Ramirez Gregory K sold about $116.2K of APAM on Aug 4, 2025; 212 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 16.9% of the 91,363 shares held after it.
- 1 other insider sold within 30 days.
- 212 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Exec VP, CFO & Treasurer DALEY CHARLES J JR sold about $624.9K of APAM on Jun 4, 2025, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 212 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 15, 2023.
- The trade is 16.8% of the 40,529 shares held after it.
- 1 other insider sold within 30 days.
- 212 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Sellers Samuel Bentson sold about $300.9K of APAM on May 15, 2025, the largest insider sale at the company since 2023; 1 other insider sold within 30 days and 212 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 8, 2024.
- The trade is 5.6% of the 104,836 shares held after it.
- No other insider sold within 30 days.
- 212 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Ramirez Gregory K sold about $254.9K of APAM on Mar 7, 2025, the largest insider sale at the company since 2023; 212 funds added in the latest 13F quarter.8 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$298.1K over 180 days
-$298.1K over 90 days
more than 61% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
212 funds bought in last quarter
more than 77% of Financial Services
Revenue
+7.6% year over year
below 56% of Financial Services
Margin
24.3% net margin
more than 75% of Financial Services
Buybacks
no share repurchases reported
Short interest
4.5% of the float short (float per yahoo 2026-10-26) · 3.2 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch APAM
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-17.1%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns APAM: institutional holders (13F)
13F holdings, latest reported quarter
11,198,383 sh
$386.7M
5,171,453 sh
$178.6M
4,209,313 sh
$145.3M
3,062,850 sh
$105.8M
2,948,649 sh
$101.8M
Congress trades in APAM
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
APAM planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Ramirez Gregory K
Filed 2026-08-19
$298.1K
APAM mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
The Acquirers Fund
$1.1M position · as of 2026-07-31
3.6%
Harbor Active Small Cap ETF
$370.1K position · as of 2026-07-31
2.6%
RIVER OAK DISCOVERY FUND
$498.4K position · as of 2026-07-31
2.6%
Towle Value ETF
$4.7M position · as of 2026-05-29
2.3%
Invesco KBW High Dividend Yield Financial ETF
$9.2M position · as of 2026-05-31
2.2%
CresAlta Small and Mid-Cap ETF
$1.9M position · as of 2026-07-31
2.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Eric Colson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$6.8M
$7.3M
$3.4M
+18%
+87%
2023
$6.7M
$10.3M
$3.2M
+13%
+35%
2022
$6.8M
$4.3M
$3.5M
-29%
+10%
2021
$8.1M
$7.9M
$3.7M
+3%
+41%
2020
$7.5M
$9.8M
$2.8M
+71%
+15%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $298.1K sold by insiders over 180 days, 212 funds added last quarter, $298.1K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
APAM financials
Revenue growth
+7.6%
XBRL, annual
Net margin
24.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.2B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM APAM
| FY Dec 2025 | $1.2B |
| FY Dec 2024 | $1.1B |
| FY Dec 2023 | $975.1M |
| FY Dec 2022 | $993.3M |
| FY Dec 2021 | $1.2B |
| Jun 2026 | $307.9M |
| Mar 2026 | $303.0M |
| Dec 2025 | $335.5M |
| Sep 2025 | $301.3M |
| Jun 2025 | $282.7M |
| Mar 2025 | $277.1M |
| Dec 2024 | $297.1M |
| Sep 2024 | $279.6M |
At each fiscal year end
Single quarter
Net margin, TTM
+24.1%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM APAM
| FY Dec 2025 | +24.3% |
| FY Dec 2024 | +23.4% |
| FY Dec 2023 | +22.8% |
| FY Dec 2022 | +20.8% |
| FY Dec 2021 | +27.4% |
| Jun 2026 | +26.3% |
| Mar 2026 | +19.2% |
| Dec 2025 | +28.2% |
| Sep 2025 | +22.2% |
| Jun 2025 | +23.9% |
| Mar 2025 | +22.1% |
| Dec 2024 | +23.4% |
| Sep 2024 | +26.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$259.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM APAM
| FY Dec 2025 | $171.6M |
| FY Dec 2024 | $371.3M |
| FY Dec 2023 | $250.8M |
| FY Dec 2022 | $306.0M |
| FY Dec 2021 | $396.1M |
| Jun 2026 | $115.4M |
| Mar 2026 | $181.2M |
| Dec 2025 | -$77.3M |
| Sep 2025 | $40.4M |
| Jun 2025 | $50.9M |
| Mar 2025 | $157.7M |
| Dec 2024 | $36.7M |
| Sep 2024 | $112.4M |
At each fiscal year end
Single quarter
Debt to equity
0.45x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity APAM
| FY Dec 2025 | 0.43x |
| FY Dec 2024 | 0.51x |
| FY Dec 2023 | 0.62x |
| FY Dec 2022 | 0.76x |
| FY Dec 2021 | 0.72x |
| Jun 2026 | 0.45x |
| Mar 2026 | 0.49x |
| Dec 2025 | 0.43x |
| Sep 2025 | 0.47x |
| Jun 2025 | 0.52x |
| Mar 2025 | 0.56x |
| Dec 2024 | 0.51x |
| Sep 2024 | 0.54x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.37x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt APAM
| FY Dec 2025 | 0.91x |
| FY Dec 2024 | 1.86x |
| FY Dec 2023 | 1.27x |
| FY Dec 2022 | 1.56x |
| FY Dec 2021 | 1.99x |
| Jun 2026 | 1.37x |
| Mar 2026 | 1.03x |
| Dec 2025 | 0.91x |
| Sep 2025 | 1.51x |
| Jun 2025 | 1.79x |
| Mar 2025 | 1.92x |
| Dec 2024 | 1.86x |
| Sep 2024 | 1.63x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+74.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity APAM
| FY Dec 2025 | +70.1% |
| FY Dec 2024 | +72.8% |
| FY Dec 2023 | +75.8% |
| FY Dec 2022 | +76.8% |
| FY Dec 2021 | +147.4% |
| Jun 2026 | +74.9% |
| Mar 2026 | +77.0% |
| Dec 2025 | +70.1% |
| Sep 2025 | +68.5% |
| Jun 2025 | +75.1% |
| Mar 2025 | +77.2% |
| Dec 2024 | +72.8% |
| Sep 2024 | +76.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+20.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets APAM
| FY Dec 2025 | +18.2% |
| FY Dec 2024 | +17.2% |
| FY Dec 2023 | +16.8% |
| FY Dec 2022 | +16.9% |
| FY Dec 2021 | +28.5% |
| Jun 2026 | +20.7% |
| Mar 2026 | +20.4% |
| Dec 2025 | +18.2% |
| Sep 2025 | +16.6% |
| Jun 2025 | +18.4% |
| Mar 2025 | +18.1% |
| Dec 2024 | +17.2% |
| Sep 2024 | +16.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+74.0%
operating income after a 22.9% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital APAM
| FY Dec 2025 | +69.8% |
| FY Dec 2024 | +73.7% |
| FY Dec 2023 | +74.4% |
| FY Dec 2022 | +89.1% |
| FY Dec 2021 | +163.2% |
| Jun 2026 | +74.0% |
| Mar 2026 | +78.1% |
| Dec 2025 | +69.8% |
| Sep 2025 | +69.3% |
| Jun 2025 | +73.1% |
| Mar 2025 | +79.0% |
| Dec 2024 | +73.7% |
| Sep 2024 | +72.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed APAM
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
8.06x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing APAM
| FY Dec 2025 | 10.16x |
| FY Dec 2024 | 11.79x |
| FY Dec 2023 | 13.98x |
| FY Dec 2022 | 10.10x |
| FY Dec 2021 | 9.40x |
| Jun 2026 | 8.38x |
| Mar 2026 | 9.21x |
| Dec 2025 | 10.16x |
| Sep 2025 | 11.83x |
| Jun 2025 | 11.76x |
| Mar 2025 | 10.77x |
| Dec 2024 | 11.79x |
| Sep 2024 | 12.07x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value APAM
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield APAM
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.87x
P/E over trailing EPS growth of 9%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing APAM
| FY Dec 2025 | 1.03x |
| FY Dec 2024 | 0.76x |
| FY Dec 2023 | 1.87x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.18x |
| Jun 2026 | 0.90x |
| Mar 2026 | 1.05x |
| Dec 2025 | 1.03x |
| Sep 2025 | 5.31x |
| Jun 2025 | 0.87x |
| Mar 2025 | 1.01x |
| Dec 2024 | 0.76x |
| Sep 2024 | 0.63x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $1.2B | $1.1B | $975.1M | $993.3M |
| Operating income | $399.6M | $366.6M | $303.6M | $344.1M |
| Net income | $290.3M | $259.7M | $222.3M | $206.8M |
| EPS (diluted) | 4.05 | 3.66 | 3.19 | 2.94 |
| Operating cash flow | $172.0M | $372.8M | $253.0M | $312.6M |
| Long-term debt | $190.0M | $200.0M | $200.0M | $200.0M |
| Dividends paid | $257.1M | $222.0M | $183.4M | $248.7M |
SEC XBRL, fiscal years, as known on 2026-10-28
APAM Stock Sonar score 6/7 axes
Find similar shapesCompareAPAM ranks highest on profitability (94th percentile) and institutional and government (77th), and lowest on insider conviction (30th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
APAM filings, in plain words
Are Artisan Partners Asset Management insiders buying or selling APAM?
In the 180 days to 2026-10-28, Artisan Partners Asset Management insiders were net sellers, a net $298.1K across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of APAM?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $298.1K of stock; the latest, by Ramirez Gregory K, was filed 2026-08-19.
Read the full summary
In the 180 days to 2026-10-28, Artisan Partners Asset Management insiders were net sellers of APAM, a net $298.1K across purchases and sales reported on Form 4 by 1 seller. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $298.1K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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