Curi RMB Capital’s Aspen Technology Inc AZPN Stock Holding History

Curi RMB Capital’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	-21,286	Closed	-$5.08M	–	561
2024 Q3	$5.08M	Buy	21,286 +79	+0.4%	+$16.6K	0.12%	188
2024 Q2	$4.21M	Sell	21,207 -267	-1%	-$54.9K	0.1%	198
2024 Q1	$4.58M	Buy	21,474 +1,399	+7%	+$276K	0.1%	192
2023 Q4	$4.42M	Buy	20,075 +1,160	+6%	+$223K	0.14%	169
2023 Q3	$3.86M	Sell	18,915 -602	-3%	-$113K	0.13%	163
2023 Q2	$3.27M	Buy	19,517 +695	+4%	+$129K	0.11%	176
2023 Q1	$4.31M	Sell	18,822 -220	-1%	-$45.6K	0.15%	146
2022 Q4	$3.91M	Buy	19,042 +728	+4%	+$169K	0.14%	157
2022 Q3	$4.36M	Sell	18,314 -247	-1%	-$51.4K	0.16%	143
2022 Q2	$3.41M	Buy	+18,561	New	+$3.3M	0.12%	172

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 $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 $481B AUM 30.42% 1-Year Est. Return

Curi RMB Capital's AZPN Position: Q4 2024 in Review

Curi RMB Capital sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 21,286 shares — an estimated $5.08M sold.

Curi RMB Capital first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $5.08M in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

Curi RMB Capital reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
Curi RMB Capital sold 21,286 Aspen Technology Inc shares in Q4 2024, an estimated $5.08M.
Curi RMB Capital first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
Curi RMB Capital's Aspen Technology Inc position peaked at $5.08M in Q3 2024.
449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Curi RMB Capital's 13F filing for Q4 2024, filed 13 Feb 2025.