FF
AZPN

FourThought Financial’s Aspen Technology Inc AZPN Stock Holding History

FourThought Financial’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
2022
Q3 		$514K Buy
2,159
+762
+55% +$158K 0.08% 173
2022
Q2 		$257K Buy
+1,397
New +$248K 0.04% 286

Other funds holding AZPN

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FourThought Financial's AZPN Position: Q3 2022 in Review

FourThought Financial increased its Aspen Technology Inc (AZPN) stake by 55% in Q3 2022, buying an estimated $158K and bringing the position to 2,159 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #173.

FourThought Financial first reported a position in AZPN in Q2 2022 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • FourThought Financial held 2,159 shares of Aspen Technology Inc worth $514K as of Q3 2022.
  • FourThought Financial bought 762 Aspen Technology Inc shares in Q3 2022, an estimated $158K.
  • Aspen Technology Inc made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #173 holding.
  • FourThought Financial first reported a position in Aspen Technology Inc in Q2 2022 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.