HCM
AZPN

HMI Capital Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

HMI Capital Management’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
2017
Q1 		– Sell
-478,400
Closed -$26.2M – 9
2016
Q4 		$26.2M Sell
478,400
-564,000
-54% -$30.8M 4.09% 9
2016
Q3 		$48.8M Hold
1,042,400
– – 8.12% 8
2016
Q2 		$41.9M Hold
1,042,400
– – 7.91% 7
2016
Q1 		$37.7M Buy
+1,042,400
New +$37.7M 8.18% 7

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HMI Capital Management's AZPN Position: Q1 2017 in Review

HMI Capital Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2017, closing a stake of 478,400 shares — an estimated $26.2M sold.

HMI Capital Management first reported a position in AZPN in Q1 2016 and held it in 4 quarters. The position peaked at $48.8M in Q3 2016. 260 funds tracked by Wall St. Rank hold AZPN as of Q1 2017.

  • HMI Capital Management reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2017 after selling out during the quarter.
  • HMI Capital Management sold 478,400 ASPEN TECHNOLOGY INC shares in Q1 2017, an estimated $26.2M.
  • HMI Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2016 and held it in 4 quarters.
  • HMI Capital Management's ASPEN TECHNOLOGY INC position peaked at $48.8M in Q3 2016.
  • 260 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2017.

Based on HMI Capital Management's 13F filing for Q1 2017, filed 12 May 2017.