PCH
AZPN

Polar Capital Holdings’s Aspen Technology Inc AZPN Stock Holding History

Polar Capital Holdings’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
Q3 		– Sell
-12,282
Closed -$2.06M – 303
2023
Q2 		$2.06M Hold
12,282
– – 0.01% 255
2023
Q1 		$2.81M Buy
12,282
+3,000
+32% +$622K 0.02% 255
2022
Q4 		$1.91M Buy
+9,282
New +$2.16M 0.02% 268

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polar Capital Holdings's AZPN Position: Q3 2023 in Review

Polar Capital Holdings sold out of Aspen Technology Inc (AZPN) in Q3 2023, closing a stake of 12,282 shares — an estimated $2.06M sold.

Polar Capital Holdings first reported a position in AZPN in Q4 2022 and held it in 3 quarters. The position peaked at $2.81M in Q1 2023. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • Polar Capital Holdings reported no remaining Aspen Technology Inc position as of Q3 2023 after selling out during the quarter.
  • Polar Capital Holdings sold 12,282 Aspen Technology Inc shares in Q3 2023, an estimated $2.06M.
  • Polar Capital Holdings first reported a position in Aspen Technology Inc in Q4 2022 and held it in 3 quarters.
  • Polar Capital Holdings's Aspen Technology Inc position peaked at $2.81M in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on Polar Capital Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.