JIM
AZPN

Jupiter Investment Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Jupiter Investment 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
2020
Q2 		– Sell
-33,277
Closed -$3.16M – 512
2020
Q1 		$3.16M Sell
33,277
-172,119
-84% -$16.4M 0.06% 185
2019
Q4 		$24.8M Sell
205,396
-159,226
-44% -$19.3M 0.34% 94
2019
Q3 		$44.9M Sell
364,622
-413,853
-53% -$50.9M 0.58% 54
2019
Q2 		$96.7M Sell
778,475
-86,502
-10% -$10.8M 0.99% 29
2019
Q1 		$90.2M Sell
864,977
-70,240
-8% -$7.32M 0.83% 39
2018
Q4 		$76.9M Buy
935,217
+202,835
+28% +$16.7M 0.68% 50
2018
Q3 		$83.4M Sell
732,382
-21,486
-3% -$2.45M 0.57% 61
2018
Q2 		$69.9M Hold
753,868
– – 0.5% 67
2018
Q1 		$59.5M Hold
753,868
– – 0.47% 68
2017
Q4 		$49.9M Buy
753,868
+255,635
+51% +$16.9M 0.46% 69
2017
Q3 		$31.3M Buy
498,233
+82,062
+20% +$5.15M 0.33% 88
2017
Q2 		$23M Buy
416,171
+313,372
+305% +$17.3M 0.28% 97
2017
Q1 		$6.06M Buy
102,799
+98,759
+2,445% +$5.82M 0.09% 151
2016
Q4 		$220K Sell
4,040
-51,561
-93% -$2.81M ﹤0.01% 309
2016
Q3 		$2.6M Sell
55,601
-158,505
-74% -$7.41M 0.05% 209
2016
Q2 		$8.62M Sell
214,106
-41,148
-16% -$1.66M 0.16% 134
2016
Q1 		$9.22M Buy
255,254
+67,312
+36% +$2.43M 0.19% 133
2015
Q4 		$7.1M Buy
187,942
+18,861
+11% +$712K 0.19% 121
2015
Q3 		$6.41M Buy
169,081
+82,920
+96% +$3.14M 0.18% 124
2015
Q2 		$3.92M Buy
86,161
+78,572
+1,035% +$3.58M 0.11% 114
2015
Q1 		$292K Sell
7,589
-155,205
-95% -$5.97M 0.01% 280
2014
Q4 		$5.7M Buy
162,794
+107,906
+197% +$3.78M 0.2% 120
2014
Q3 		$2.07M Buy
+54,888
New +$2.07M 0.1% 180
2014
Q2 		– Sell
-619
Closed -$26K – 474
2014
Q1 		$26K Sell
619
-79,906
-99% -$3.36M ﹤0.01% 319
2013
Q4 		$3.37M Sell
80,525
-92,549
-53% -$3.87M 0.28% 116
2013
Q3 		$5.98M Sell
173,074
-42,185
-20% -$1.46M 0.57% 53
2013
Q2 		$6.2M Buy
+215,259
New +$6.2M 0.75% 34

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Jupiter Investment Management's AZPN Position: Q2 2020 in Review

Jupiter Investment Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2020, closing a stake of 33,277 shares — an estimated $3.16M sold.

Jupiter Investment Management first reported a position in AZPN in Q2 2013 and held it in 27 quarters. The position peaked at $96.7M in Q2 2019. 315 funds tracked by Wall St. Rank hold AZPN as of Q2 2020.

  • Jupiter Investment Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 33,277 ASPEN TECHNOLOGY INC shares in Q2 2020, an estimated $3.16M.
  • Jupiter Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 27 quarters.
  • Jupiter Investment Management's ASPEN TECHNOLOGY INC position peaked at $96.7M in Q2 2019.
  • 315 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.