APAM at a glance
Artisan Partners Asset Management Inc. (APAM, SEC CIK 1517302) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 25, 2026 and Form 4 insider filings as recently as August 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Artisan Partners Asset Management Inc. (APAM) reported revenue of $1.2 billion (up 7.6% from FY2024) and net income of $290.3 million. Diluted EPS was $4.05.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Artisan Partners Asset Management Inc. (APAM) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ramirez Gregory K on August 19, 2026 of 7,000 shares at $42.59 per share.
- In the last 90 days, APAM insiders reported 0 open-market purchases ($0) and 1 open-market sale ($298K) on Form 4, a net sale of $298K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.2B
- +7.6% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$298K
- 13F holders
- 34 funds
- $1.1B · +0 vs prior quarter
- Latest 8-K
- Sep 25, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business asset management focused on investment advisory services under complex regulatory environment
- Emphasis on expanding operations into new geographic regions and more complex investment products with increased regulatory requirements
- Notable integration and increased reliance on AI technologies, raising operational, cybersecurity, privacy, and reputational risks
- Indebtedness includes $190 million in unsecured notes, $100 million revolving credit facility with no outstanding balance as of filing
- Significant liability of $303 million recorded for payments under Tax Receivable Agreements expected to reach approximately $420 million over 15 years
Risk Factors
- Regulatory/legal risk: SEC oversight on fee transparency as performance fees now material to revenue, changing fee calculation methodology in Dec 2025
- Macroeconomic threat: $12.7B net client cash outflows in 2025 amid market volatility, partly offset by $33.4B market appreciation in AUM
- Operational vulnerability: Dependence on 11 autonomous investment teams; equity strategies had $15.6B net outflows due to weaker relative performance in key strategies
- Competitive risk: Market share losses in equity strategies to alternatives and credit asset classes, which saw net inflows of $2.8B and $128M respectively in 2025
- Financial risk: Concentration in intermediated wealth channel (61.4% of AUM) and over 74% of AUM domiciled in U.S., exposing firm to regional client sentiment shifts
Management Discussion & Analysis
- Revenue $1.20B (derived from operating income and margin), operating margin 35.3% in 2025 vs 33.8% in 2024, adjusted operating income $422.6M up from $376.0M
- Best segment: consolidated investment products with increased subscriptions, seed investments $151.6M; no explicit worst segment disclosed
- Cash & equivalents $255.5M, increased from $201.2M, dividends $3.63/share (quarterly + special) in 2025 vs $3.16/share in 2024, capital expenditures decreased, $46.8M invested in long-term incentive compensation plans in 2025
- Debt: $190M unsecured notes outstanding, $100M credit facility unused, leverage ratio 0.4x, interest coverage 60.3x at year-end 2025
- Guidance: Expect to pay ~80% of quarterly cash generation as dividends, anticipate $40.4M TRA payments in 2026, plan additional $50.6M investment in long-term incentive economic hedge in Q1 2026
AI summary of the APAM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $307.9M, up 9% YoY from $282.8M
- GAAP operating margin 27.5% vs 28.2% YoY; adjusted margin 32.9% vs 31.7%
- Credit and alternatives best-performing, $1.0B combined net inflows; equity worst, $11.5B net outflows
- AUM $183.4B, up from $173.0B; $21.2B market appreciation offset $10.5B net outflows
- $0.77 per-share dividend distributed; outlook for continued credit inflows and equity outflows through remainder of 2026
Risk Factors
- Risk factors unchanged from latest Form 10-K; no newly added quarterly risk identified
- Regulatory and compliance risks carried forward from the latest Form 10-K
- Operational and competitive risks carried forward from the latest Form 10-K
- Financial, liquidity, and market risks carried forward from the latest Form 10-K
AI summary of the APAM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- New $150M five-year revolving credit facility, maturing September 23, 2031
- Borrowing capacity expandable to $225M, supporting liquidity and potential acquisitions
Item 8.01: Other Events
- Preliminary August 31, 2026 assets under management disclosed, providing an early indicator of fee-earning asset trends
- Exhibit 99.1 contains the press release with AUM figures and related investor-relevant details
Item 8.01: Other Events
- Preliminary assets under management reported as of July 31, 2026
- Disclosure provides an early indicator of client flows and potential fee-revenue trends
AI summaries of APAM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for APAM
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- Fund moves. Which tracked funds opened, added or cut APAM, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ramirez Gregory K | Sell | Aug 19, 2026 | 7,000 | $42.59 |
| Colson Eric R | A | Mar 2, 2026 | 44,410 | - |
| Ramirez Gregory K | A | Mar 2, 2026 | 13,858 | - |
| Krein Christopher J | A | Mar 2, 2026 | 22,816 | - |
| Sellers Samuel Bentson | A | Mar 2, 2026 | 2,275 | - |
| Sellers Samuel Bentson | A | Mar 2, 2026 | 2,275 | - |
| Simpson Laura Ellen | A | Mar 2, 2026 | 10,682 | - |
| Sellers Samuel Bentson | A | Mar 2, 2026 | 13,375 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.2B |
| Operating Income | - | $366.6M | $399.6M |
| Net Income | $222.3M | $259.7M | $290.3M |
| Op. Margin | - | 33.0% | 33.4% |
| Net Margin | - | 23.4% | 24.3% |
| Balance Sheet | |||
| Total Assets | $1.4B | $1.6B | $1.6B |
| Equity | - | $388.9M | $438.8M |
| ROE | - | 66.8% | 66.2% |
| Per Share | |||
| EPS | $3.19 | $3.66 | $4.05 |
| Cash Flow | |||
| Operating CF | - | $372.8M | $172.0M |
| CapEx | $2.3M | $1.6M | $371K |
Source: XBRL data in Artisan Partners Asset Management Inc. (APAM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate APAM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.13B |
| Q1 2026 | 34 | $1.14B |
| Q4 2025 | 33 | $1.24B |
| Q3 2025 | 33 | $1.31B |
| Q2 2025 | 32 | $1.29B |
| Q1 2025 | 27 | $734.0M |
| Q4 2024 | 24 | $742.8M |
| Q3 2024 | 20 | $359.7M |
- BlackRock+838.3K (+8%)
- Goldman Sachs Group+242.2K (+42%)
- Citadel Advisors LLC+198.9K (+35%)
- D.E. Shaw & Co+171.2K (+50%)
- State Street Corp+106.6K (+4%)
- Morgan Stanley−125.5K (-6%)
- Millennium Management−111.1K (-26%)
- Prudential Financial−70.8K (-47%)
- Bank of America Corp−67.4K (-20%)
- Raymond James Financial−30.8K (-7%)
- Mangrove Partners+14.4K
- Marex Group plc−7.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 237 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
APAM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 25, 2026 | - | Analysis | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| SC 13G | Apr 28, 2026 | - | - | |
| 8-K | Apr 10, 2026 | - | Analysis | - |
| 8-K | Mar 10, 2026 | - | Analysis | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
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APAM SEC filings: frequently asked questions
Are APAM insiders buying or selling?
In the last 90 days, Artisan Partners Asset Management Inc. (APAM) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $298,143 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold APAM stock?
As of June 30, 2026, the largest Artisan Partners Asset Management Inc. (APAM) holders among the 13F filers tracked by SignalX were BlackRock ($386.7 million), Vanguard Portfolio Management LLC ($145.3 million), Vanguard Capital Management LLC ($105.8 million), State Street Corp ($101.8 million), Morgan Stanley ($68.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was APAM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Artisan Partners Asset Management Inc. (APAM) reported revenue of $1.2 billion (up 7.6% from FY2024) and net income of $290.3 million. Diluted EPS was $4.05. The figures come from the XBRL data in the 10-K.
What are the main risks in APAM's latest 10-K?
In the 10-K filed February 20, 2026, Artisan Partners Asset Management Inc. (APAM) flagged: Regulatory/legal risk: SEC oversight on fee transparency as performance fees now material to revenue, changing fee calculation methodology in Dec 2025. Macroeconomic threat: $12.7B net client cash outflows in 2025 amid market volatility, partly offset by $33.4B market appreciation in AUM. (AI summary of the Risk Factors section.)
What did APAM report in its latest 8-K?
Artisan Partners Asset Management Inc. (APAM) filed an 8-K on September 25, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). New $150M five-year revolving credit facility, maturing September 23, 2031.
What are the latest APAM SEC filings?
Artisan Partners Asset Management Inc. (APAM) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 25, 2026 and a Form 4 insider filing on August 20, 2026.
What is APAM's SEC CIK number?
Artisan Partners Asset Management Inc. (APAM)'s SEC Central Index Key (CIK) is 1517302. EDGAR lists every APAM filing under that number.
Ask anything about APAM
The research agent reads APAM's filings, financials, insider trades and 13F holders, then answers with sources.