Vaughan Nelson Investment Management, L.P. 13F: Adds $10M to APAM Stake
Vaughan Nelson Investment Management added significantly to its APAM position in the latest quarter.
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Vaughan Nelson Investment Management, L.P. added 289,105 shares to its stake in Artisan Partners Asset Management Inc. ($APAM), a 12.58% increase, according to a 13F filing with the SEC dated April 16, 2026. It reported 2,587,946 shares worth $92.49 million at the end of the quarter.
Since the filing, $APAM is up 3.1% after 1 week, up 1.3% after 1 month and down 9.1% to date (from the $35.51 close on Apr 16, 2026).
Find the original: Vaughan Nelson Investment Management, L.P. 13F filings on SEC EDGAR
Key Points
- Vaughan Nelson Investment Management increased its APAM stake by 12.6%, adding 289,105 shares for a total of 2,587,946 shares.
- APAM shares are trading at $35.74; recent analyst ratings include a 'buy' from RBC Capital with a $43 target.
- Insiders including Samuel Bentson Sellers bought shares in March, while institutional peers like BlackRock also adjusted their positions.
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Vaughan Nelson Investment Management, L.P. increased its stake in APAM, adding 289,105 shares according to its latest Form 13F filing with the SEC. This boost of 12.6% brings Vaughan Nelson's total holdings to 2,587,946 shares, valued at approximately $92.5 million as of the reporting period.
What Changed in Vaughan Nelson's APAM Position
Vaughan Nelson lifted its holdings in APAM from 2,298,841 shares to 2,587,946 shares, marking a 12.6% increase. The additional 289,105 shares reflect a growing confidence in the company, with the new position valued at about $92.5 million.
Other Institutional Activity in APAM
BlackRock, Inc. added 187,117 shares, raising its total to 10,360,133 shares, valued at roughly $377 million. Meanwhile, Kayne Anderson Rudnick Investment Management reduced its stake by 150,885 shares, now holding 5,564,382 shares worth approximately $202 million. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both made notable entries, each acquiring over 3 million shares, valued at about $150 million and $110 million, respectively. State Street Corp made a slight reduction, trimming 8,494 shares to hold 2,842,095 shares, valued at $103 million.
Artisan Partners Asset Management Inc. Stock Down 2.6%
Shares of APAM are trading at $35.74. The company has a market cap of $924.9 million. The stock's 52-week range is from a low of $30.00 to a high of $40.00. APAM's 50-day moving average is $34.50, while its 200-day moving average is $36.00.
Insider Buying and Selling at Artisan Partners Asset Management Inc.
Several insiders made purchases on March 2, 2026. Samuel Bentson Sellers, Executive Vice President, acquired 22,275 shares. Christopher Krein, also an Executive Vice President, bought 22,816 shares. Eileen Lee Kwei and Laura Ellen Simpson, both in executive roles, purchased 2,275 and 10,682 shares, respectively. These transactions were not under any pre-planned trading arrangements.
Analysts Set New Price Targets
On April 30, 2026, RBC Capital maintained a 'buy' rating on APAM, setting a price target of $43. Evercore ISI Group maintained a 'hold' rating, with targets of $38 and $37 on two separate occasions in April. Earlier in the month, Goldman Sachs maintained a 'sell' rating with a $34 target. The consensus among analysts is mixed, with a mean target price of around $43 based on several opinions.
About APAM
APAM operates in the financial sector, focusing on investment management services. The company offers a range of investment products and services to institutional and retail clients. It is headquartered in the United States and employs a team of experienced professionals dedicated to managing assets and providing financial advice.
Bottom Line
Vaughan Nelson's increased stake in APAM highlights its confidence in the company's prospects. Institutional investors closely track these filings to gauge market sentiment and potential shifts in stock value. However, it's important to remember that 13F filings are historical and may not reflect the current positions of the investors.
Source: Vaughan Nelson Investment Management, L.P.'s 13F filing on $APAM (Apr 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Vaughan Nelson Investment Management, L.P. 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts