Capital Research Global Investors’s Aspen Technology Inc AZPN Stock Holding History

Capital Research Global Investors’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	-269,467	Closed	-$64.4M	–	463
2024 Q3	$64.4M	Hold	269,467	–	–	0.01%	319
2024 Q2	$53.5M	Sell	269,467 -24,311	-8%	-$5M	0.01%	329
2024 Q1	$62.7M	Buy	293,778 +101,586	+53%	+$20M	0.01%	326
2023 Q4	$42.3M	Hold	192,192	–	–	0.01%	334
2023 Q3	$39.3M	Hold	192,192	–	–	0.01%	340
2023 Q2	$32.2M	Sell	192,192 -19,509	-9%	-$3.62M	0.01%	345
2023 Q1	$48.5M	Hold	211,701	–	–	0.01%	325
2022 Q4	$43.5M	Hold	211,701	–	–	0.01%	343
2022 Q3	$50.4M	Hold	211,701	–	–	0.02%	319
2022 Q2	$38.9M	Buy	+211,701	New	+$37.7M	0.01%	348

Other funds holding AZPN

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors's AZPN Position: Q4 2024 in Review

Capital Research Global Investors sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 269,467 shares — an estimated $64.4M sold.

Capital Research Global Investors first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $64.4M in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

Capital Research Global Investors reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
Capital Research Global Investors sold 269,467 Aspen Technology Inc shares in Q4 2024, an estimated $64.4M.
Capital Research Global Investors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
Capital Research Global Investors's Aspen Technology Inc position peaked at $64.4M in Q3 2024.
449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Capital Research Global Investors's 13F filing for Q4 2024, filed 13 Feb 2025.