Polen Capital Management’s Aspen Technology Inc AZPN Stock Holding History

Polen Capital 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
2024 Q4	–	Sell	-7,483	Closed	-$1.79M	–	133
2024 Q3	$1.79M	Sell	7,483 -2,370	-24%	-$498K	﹤0.01%	92
2024 Q2	$1.96M	Sell	9,853 -1,555	-14%	-$320K	﹤0.01%	86
2024 Q1	$2.43M	Buy	11,408 +291	+3%	+$57.4K	0.01%	84
2023 Q4	$2.45M	Buy	11,117 +3,588	+48%	+$691K	0.01%	96
2023 Q3	$1.54M	Buy	7,529 +76	+1%	+$14.3K	﹤0.01%	89
2023 Q2	$1.25M	Sell	7,453 -804	-10%	-$149K	﹤0.01%	90
2023 Q1	$1.89M	Sell	8,257 -292	-3%	-$60.6K	0.01%	85
2022 Q4	$1.76M	Buy	8,549 +279	+3%	+$64.8K	0.01%	82
2022 Q3	$1.97M	Buy	8,270 +35	+0.4%	+$7.28K	0.01%	73
2022 Q2	$1.51M	Buy	+8,235	New	+$1.46M	﹤0.01%	76

Other funds holding AZPN

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Polen Capital Management's AZPN Position: Q4 2024 in Review

Polen Capital Management sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 7,483 shares — an estimated $1.79M sold.

Polen Capital Management first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $2.45M in Q4 2023. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

Polen Capital Management reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
Polen Capital Management sold 7,483 Aspen Technology Inc shares in Q4 2024, an estimated $1.79M.
Polen Capital Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
Polen Capital Management's Aspen Technology Inc position peaked at $2.45M in Q4 2023.
449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Polen Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.