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
2022 Q2	–	Sell	-25,392	Closed	-$4.2M	–	97
2022 Q1	$4.2M	Buy	25,392 +3,710	+17%	+$614K	0.01%	70
2021 Q4	$3.3M	Sell	21,682 -5,646	-21%	-$859K	0.01%	74
2021 Q3	$3.36M	Buy	27,328 +958	+4%	+$118K	0.01%	68
2021 Q2	$3.63M	Buy	26,370 +1,857	+8%	+$255K	0.01%	66
2021 Q1	$3.54M	Buy	24,513 +7,694	+46%	+$1.11M	0.01%	64
2020 Q4	$2.19M	Buy	+16,819	New	+$2.19M	0.01%	66
2018 Q1	–	Sell	-4,675	Closed	-$309K	–	58
2017 Q4	$309K	Buy	+4,675	New	+$309K	﹤0.01%	39

Other funds holding AZPN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

GAM

Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

CMBA

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Polen Capital Management's AZPN Position: Q2 2022 in Review

Polen Capital Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 25,392 shares — an estimated $4.2M sold.

Polen Capital Management first reported a position in AZPN in Q4 2017 and held it in 7 quarters. The position peaked at $4.2M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Polen Capital Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Polen Capital Management sold 25,392 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $4.2M.
Polen Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 7 quarters.
Polen Capital Management's ASPEN TECHNOLOGY INC position peaked at $4.2M in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Polen Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.