HCL
AZPN

Heard Capital LLC’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Heard Capital LLC’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
2021
Q4 		– Sell
-35,415
Closed -$4.35M – 49
2021
Q3 		$4.35M Buy
35,415
+6,640
+23% +$815K 0.84% 18
2021
Q2 		$3.96M Sell
28,775
-38,918
-57% -$5.35M 0.9% 18
2021
Q1 		$9.77M Sell
67,693
-19,502
-22% -$2.81M 2.74% 15
2020
Q4 		$11.4M Buy
87,195
+3,617
+4% +$471K 3.77% 12
2020
Q3 		$10.6M Sell
83,578
-2,356
-3% -$298K 4.35% 11
2020
Q2 		$8.9M Buy
85,934
+24,041
+39% +$2.49M 4.37% 12
2020
Q1 		$5.88M Buy
61,893
+16,586
+37% +$1.58M 3.5% 10
2019
Q4 		$5.48M Buy
+45,307
New +$5.48M 2.58% 17

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Heard Capital LLC's AZPN Position: Q4 2021 in Review

Heard Capital LLC sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2021, closing a stake of 35,415 shares — an estimated $4.35M sold.

Heard Capital LLC first reported a position in AZPN in Q4 2019 and held it in 8 quarters. The position peaked at $11.4M in Q4 2020. 382 funds tracked by Wall St. Rank hold AZPN as of Q4 2021.

  • Heard Capital LLC reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2021 after selling out during the quarter.
  • Heard Capital LLC sold 35,415 ASPEN TECHNOLOGY INC shares in Q4 2021, an estimated $4.35M.
  • Heard Capital LLC first reported a position in ASPEN TECHNOLOGY INC in Q4 2019 and held it in 8 quarters.
  • Heard Capital LLC's ASPEN TECHNOLOGY INC position peaked at $11.4M in Q4 2020.
  • 382 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2021.

Based on Heard Capital LLC's 13F filing for Q4 2021, filed 14 Feb 2022.