JFG
AZPN

Jefferies Financial Group’s Aspen Technology Inc AZPN Stock Holding History

Jefferies Financial Group’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
Q4 		– Sell
-5,779
Closed -$1.38M – 1924
2024
Q3 		$1.38M Buy
+5,779
New +$1.22M 0.01% 693
2024
Q1 		– Sell
-954
Closed -$210K – 2118
2023
Q4 		$210K Buy
+954
New +$184K ﹤0.01% 1464
2023
Q2 		– Sell
-10,718
Closed -$2.45M – 2074
2023
Q1 		$2.45M Buy
+10,718
New +$2.22M 0.02% 593

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Financial Group's AZPN Position: Q4 2024 in Review

Jefferies Financial Group sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 5,779 shares — an estimated $1.38M sold.

Jefferies Financial Group first reported a position in AZPN in Q1 2023 and held it in 3 quarters. The position peaked at $2.45M in Q1 2023. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Jefferies Financial Group reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 5,779 Aspen Technology Inc shares in Q4 2024, an estimated $1.38M.
  • Jefferies Financial Group first reported a position in Aspen Technology Inc in Q1 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Aspen Technology Inc position peaked at $2.45M in Q1 2023.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.