IC
AZPN

IEQ Capital’s Aspen Technology Inc AZPN Stock Holding History

IEQ 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
2023
Q2 		– Sell
-1,646
Closed -$377K – 976
2023
Q1 		$377K Sell
1,646
-79
-5% -$16.4K 0.01% 657
2022
Q4 		$354K Buy
1,725
+43
+3% +$9.99K 0.01% 588
2022
Q3 		$401K Buy
+1,682
New +$350K 0.01% 588

Other funds holding AZPN

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Kayne Anderson Rudnick Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IEQ Capital's AZPN Position: Q2 2023 in Review

IEQ Capital sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 1,646 shares — an estimated $377K sold.

IEQ Capital first reported a position in AZPN in Q3 2022 and held it in 3 quarters. The position peaked at $401K in Q3 2022. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • IEQ Capital reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • IEQ Capital sold 1,646 Aspen Technology Inc shares in Q2 2023, an estimated $377K.
  • IEQ Capital first reported a position in Aspen Technology Inc in Q3 2022 and held it in 3 quarters.
  • IEQ Capital's Aspen Technology Inc position peaked at $401K in Q3 2022.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on IEQ Capital's 13F filing for Q2 2023, filed 8 Aug 2023.