JF
AZPN

Jump Financial’s Aspen Technology Inc AZPN Stock Holding History

Jump Financial’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
Q4 		– Sell
-2,333
Closed -$477K – 2344
2023
Q3 		$477K Buy
+2,333
New +$439K 0.02% 1044
2023
Q2 		– Sell
-3,430
Closed -$785K – 2247
2023
Q1 		$785K Sell
3,430
-554
-14% -$115K 0.03% 706
2022
Q4 		$818K Buy
3,984
+2,061
+107% +$479K 0.04% 568
2022
Q3 		$458K Buy
1,923
+782
+69% +$163K 0.02% 928
2022
Q2 		$210K Buy
+1,141
New +$203K 0.01% 1282

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jump Financial's AZPN Position: Q4 2023 in Review

Jump Financial sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 2,333 shares — an estimated $477K sold.

Jump Financial first reported a position in AZPN in Q2 2022 and held it in 5 quarters. The position peaked at $818K in Q4 2022. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • Jump Financial reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 2,333 Aspen Technology Inc shares in Q4 2023, an estimated $477K.
  • Jump Financial first reported a position in Aspen Technology Inc in Q2 2022 and held it in 5 quarters.
  • Jump Financial's Aspen Technology Inc position peaked at $818K in Q4 2022.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.