JG
AZPN

Joel Greenblatt’s Aspen Technology Inc AZPN Stock Holding History

Joel Greenblatt’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
2025
Q1 		– Sell
-1,817
Closed -$454K – 1683
2024
Q4 		$454K Sell
1,817
-627
-26% -$153K ﹤0.01% 1151
2024
Q3 		$584K Buy
2,444
+373
+18% +$78.4K 0.01% 1063
2024
Q2 		$411K Sell
2,071
-478
-19% -$98.2K 0.01% 1138
2024
Q1 		$544K Sell
2,549
-2,457
-49% -$484K 0.01% 1016
2023
Q4 		$1.1M Sell
5,006
-3,512
-41% -$676K 0.02% 768
2023
Q3 		$1.74M Buy
8,518
+4,175
+96% +$786K 0.04% 597
2023
Q2 		$728K Sell
4,343
-4,718
-52% -$876K 0.02% 862
2023
Q1 		$2.07M Buy
9,061
+5,562
+159% +$1.15M 0.05% 510
2022
Q4 		$719K Sell
3,499
-227
-6% -$52.7K 0.02% 788
2022
Q3 		$888K Buy
3,726
+917
+33% +$191K 0.03% 690
2022
Q2 		$516K Buy
+2,809
New +$500K 0.02% 773

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Joel Greenblatt's AZPN Position: Q1 2025 in Review

Joel Greenblatt sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,817 shares — an estimated $454K sold.

Joel Greenblatt first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $2.07M in Q1 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Joel Greenblatt reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Joel Greenblatt sold 1,817 Aspen Technology Inc shares in Q1 2025, an estimated $454K.
  • Joel Greenblatt first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Joel Greenblatt's Aspen Technology Inc position peaked at $2.07M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Gotham Asset Management's 13F filing for Q1 2025, filed 15 May 2025.