RIM
AZPN

Rakuten Investment Management’s Aspen Technology Inc AZPN Stock Holding History

Rakuten Investment 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
Q3 		$124K Buy
521
+128
+33% +$26.9K ﹤0.01% 510
2024
Q2 		$77.8K Buy
393
+145
+58% +$29.8K ﹤0.01% 517
2024
Q1 		$52.9K Buy
248
+227
+1,081% +$44.8K ﹤0.01% 520
2023
Q4 		$4.63K Buy
+21
New +$4.04K ﹤0.01% 525

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rakuten Investment Management's AZPN Position: Q3 2024 in Review

Rakuten Investment Management increased its Aspen Technology Inc (AZPN) stake by 33% in Q3 2024, buying an estimated $26.9K and bringing the position to 521 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Rakuten Investment Management first reported a position in AZPN in Q4 2023 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold AZPN as of Q3 2024.

  • Rakuten Investment Management held 521 shares of Aspen Technology Inc worth $124K as of Q3 2024.
  • Rakuten Investment Management bought 128 Aspen Technology Inc shares in Q3 2024, an estimated $26.9K.
  • Aspen Technology Inc made up ﹤0.01% of Rakuten Investment Management's portfolio in Q3 2024, its #510 holding.
  • Rakuten Investment Management first reported a position in Aspen Technology Inc in Q4 2023 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2024.

Based on Rakuten Investment Management's 13F filing for Q3 2024, filed 15 May 2025.