Ken Fisher’s Aspen Technology Inc AZPN Stock Holding History

Ken Fisher’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	-187,109	Closed	-$44.7M	–	1021
2024 Q3	$44.7M	Buy	187,109 +10,325	+6%	+$2.17M	0.02%	236
2024 Q2	$35.1M	Buy	176,784 +961	+0.5%	+$197K	0.02%	263
2024 Q1	$37.5M	Buy	175,823 +5,631	+3%	+$1.11M	0.02%	253
2023 Q4	$37.5M	Sell	170,192 -32,586	-16%	-$6.27M	0.02%	246
2023 Q3	$41.4M	Sell	202,778 -4,573	-2%	-$861K	0.02%	262
2023 Q2	$34.8M	Buy	207,351 +337	+0.2%	+$62.6K	0.02%	302
2023 Q1	$47.4M	Sell	207,014 -61,398	-23%	-$12.7M	0.03%	252
2022 Q4	$55.1M	Sell	268,412 -123,169	-31%	-$28.6M	0.04%	232
2022 Q3	$93.3M	Sell	391,581 -6,999	-2%	-$1.46M	0.07%	176
2022 Q2	$73.2M	Buy	+398,580	New	+$70.9M	0.05%	182

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ken Fisher's AZPN Position: Q4 2024 in Review

Ken Fisher sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 187,109 shares — an estimated $44.7M sold.

Ken Fisher first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $93.3M in Q3 2022. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

Ken Fisher reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
Ken Fisher sold 187,109 Aspen Technology Inc shares in Q4 2024, an estimated $44.7M.
Ken Fisher first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
Ken Fisher's Aspen Technology Inc position peaked at $93.3M in Q3 2022.
449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.