Marshall Wace’s Aspen Technology Inc AZPN Stock Holding History

Marshall Wace’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	-12,110	Closed	-$3.02M	–	3191
2024 Q4	$3.02M	Sell	12,110 -51,999	-81%	-$12.7M	﹤0.01%	1284
2024 Q3	$15.3M	Buy	64,109 +44,016	+219%	+$9.26M	0.02%	599
2024 Q2	$3.99M	Buy	+20,093	New	+$4.13M	0.01%	1100
2023 Q2	–	Sell	-1,798	Closed	-$412K	–	3065
2023 Q1	$412K	Buy	+1,798	New	+$373K	﹤0.01%	2179
2022 Q4	–	Sell	-5,768	Closed	-$1.37M	–	3517
2022 Q3	$1.37M	Sell	5,768 -36,022	-86%	-$7.49M	﹤0.01%	2252
2022 Q2	$7.68M	Buy	+41,790	New	+$7.43M	0.02%	1055

Other funds holding AZPN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

WAG

Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Marshall Wace's AZPN Position: Q1 2025 in Review

Marshall Wace sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 12,110 shares — an estimated $3.02M sold.

Marshall Wace first reported a position in AZPN in Q2 2022 and held it in 6 quarters. The position peaked at $15.3M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Marshall Wace reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 12,110 Aspen Technology Inc shares in Q1 2025, an estimated $3.02M.
Marshall Wace first reported a position in Aspen Technology Inc in Q2 2022 and held it in 6 quarters.
Marshall Wace's Aspen Technology Inc position peaked at $15.3M in Q3 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.