FMI
AZPN

F/M Investments’s Aspen Technology Inc AZPN Stock Holding History

F/M Investments’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
Q2 		– Sell
-6,065
Closed -$1.29M – 350
2024
Q1 		$1.29M Sell
6,065
-37
-0.6% -$7.29K 0.87% 32
2023
Q4 		$1.34M Buy
+6,102
New +$1.17M 0.76% 42
2023
Q1 		– Sell
-6,159
Closed -$1.27M – 73
2022
Q4 		$1.27M Buy
+6,159
New +$1.43M 1.53% 29

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

F/M Investments's AZPN Position: Q2 2024 in Review

F/M Investments sold out of Aspen Technology Inc (AZPN) in Q2 2024, closing a stake of 6,065 shares — an estimated $1.29M sold.

F/M Investments first reported a position in AZPN in Q4 2022 and held it in 3 quarters. The position peaked at $1.34M in Q4 2023. 394 funds tracked by Wall St. Rank hold AZPN as of Q2 2024.

  • F/M Investments reported no remaining Aspen Technology Inc position as of Q2 2024 after selling out during the quarter.
  • F/M Investments sold 6,065 Aspen Technology Inc shares in Q2 2024, an estimated $1.29M.
  • F/M Investments first reported a position in Aspen Technology Inc in Q4 2022 and held it in 3 quarters.
  • F/M Investments's Aspen Technology Inc position peaked at $1.34M in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2024.

Based on F/M Investments's 13F filing for Q2 2024, filed 29 Jul 2024.