Claris Advisors’s Aspen Technology Inc AZPN Stock Holding History

Claris Advisors’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	-2	Closed	-$478	–	1229
2024 Q3	$478	Buy	+2	New	+$421	﹤0.01%	670

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

Claris Advisors's AZPN Position: Q4 2024 in Review

Claris Advisors sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 2 shares — an estimated $478 sold.

Claris Advisors first reported a position in AZPN in Q3 2024 and held it in 1 quarter. The position peaked at $478 in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

Claris Advisors reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Aspen Technology Inc shares in Q4 2024, an estimated $478.
Claris Advisors first reported a position in Aspen Technology Inc in Q3 2024 and held it in 1 quarter.
Claris Advisors's Aspen Technology Inc position peaked at $478 in Q3 2024.
449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.