Aristotle Capital Boston’s Aspen Technology Inc AZPN Stock Holding History

Aristotle Capital Boston’s Portfolio AZPN Stock Details AZPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-125,725	Closed	-$30M	–	128
2024 Q3	$30M	Sell	125,725 -1,651	-1%	-$347K	0.99%	43
2024 Q2	$25.3M	Sell	127,376 -9,212	-7%	-$1.89M	0.85%	48
2024 Q1	$29.1M	Sell	136,588 -2,032	-1%	-$401K	0.88%	47
2023 Q4	$30.5M	Sell	138,620 -1,904	-1%	-$366K	0.93%	44
2023 Q3	$28.7M	Buy	140,524 +17,179	+14%	+$3.23M	0.93%	43
2023 Q2	$20.7M	Buy	123,345 +2,861	+2%	+$531K	0.62%	64
2023 Q1	$27.6M	Buy	120,484 +3,248	+3%	+$674K	0.85%	49
2022 Q4	$24.1M	Sell	117,236 -12,289	-9%	-$2.86M	0.76%	55
2022 Q3	$30.9M	Sell	129,525 -11,267	-8%	-$2.34M	1.04%	31
2022 Q2	$25.9M	Buy	+140,792	New	+$25M	0.77%	52

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aristotle Capital Boston's AZPN Position: Q4 2024 in Review

Aristotle Capital Boston sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 125,725 shares — an estimated $30M sold.

Aristotle Capital Boston first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $30.9M in Q3 2022. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

Aristotle Capital Boston reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
Aristotle Capital Boston sold 125,725 Aspen Technology Inc shares in Q4 2024, an estimated $30M.
Aristotle Capital Boston first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
Aristotle Capital Boston's Aspen Technology Inc position peaked at $30.9M in Q3 2022.
449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Aristotle Capital Boston's 13F filing for Q4 2024, filed 14 Feb 2025.