BAMCO Inc
AZPN

BAMCO Inc’s Aspen Technology Inc AZPN Stock Holding History

BAMCO Inc’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
2025
Q1 		– Sell
-253,214
Closed -$63.2M – 344
2024
Q4 		$63.2M Sell
253,214
-214,797
-46% -$52.4M 0.16% 114
2024
Q3 		$112M Sell
468,011
-51,452
-10% -$10.8M 0.3% 70
2024
Q2 		$103M Sell
519,463
-19,900
-4% -$4.09M 0.3% 64
2024
Q1 		$115M Sell
539,363
-14,735
-3% -$2.9M 0.31% 60
2023
Q4 		$122M Sell
554,098
-6,179
-1% -$1.19M 0.32% 60
2023
Q3 		$114M Hold
560,277
– – 0.33% 57
2023
Q2 		$93.9M Buy
560,277
+4,455
+0.8% +$827K 0.26% 68
2023
Q1 		$127M Buy
555,822
+10,883
+2% +$2.26M 0.38% 46
2022
Q4 		$112M Sell
544,939
-36,033
-6% -$8.37M 0.38% 48
2022
Q3 		$138M Buy
+580,972
New +$121M 0.45% 42

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BAMCO Inc's AZPN Position: Q1 2025 in Review

BAMCO Inc sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 253,214 shares — an estimated $63.2M sold.

BAMCO Inc first reported a position in AZPN in Q3 2022 and held it in 10 quarters. The position peaked at $138M in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • BAMCO Inc reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • BAMCO Inc sold 253,214 Aspen Technology Inc shares in Q1 2025, an estimated $63.2M.
  • BAMCO Inc first reported a position in Aspen Technology Inc in Q3 2022 and held it in 10 quarters.
  • BAMCO Inc's Aspen Technology Inc position peaked at $138M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on BAMCO Inc's 13F filing for Q1 2025, filed 15 May 2025.