RCM
AZPN

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

Rivermont 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
-29,177
Closed -$6.97M – 24
2024
Q3 		$6.97M Sell
29,177
-17,112
-37% -$3.6M 3.28% 14
2024
Q2 		$9.19M Buy
46,289
+811
+2% +$167K 3.94% 12
2024
Q1 		$9.7M Sell
45,478
-3,965
-8% -$782K 3.56% 17
2023
Q4 		$10.9M Sell
49,443
-31,684
-39% -$6.1M 4.45% 11
2023
Q3 		$16.6M Buy
81,127
+49,891
+160% +$9.39M 7.41% 4
2023
Q2 		$5.24M Buy
31,236
+11,516
+58% +$2.14M 2.41% 19
2023
Q1 		$4.51M Sell
19,720
-6,805
-26% -$1.41M 2.48% 17
2022
Q4 		$5.45M Buy
+26,525
New +$6.16M 3.45% 14

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Rivermont Capital Management sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 29,177 shares — an estimated $6.97M sold.

Rivermont Capital Management first reported a position in AZPN in Q4 2022 and held it in 8 quarters. The position peaked at $16.6M in Q3 2023. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Rivermont Capital Management reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • Rivermont Capital Management sold 29,177 Aspen Technology Inc shares in Q4 2024, an estimated $6.97M.
  • Rivermont Capital Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 8 quarters.
  • Rivermont Capital Management's Aspen Technology Inc position peaked at $16.6M in Q3 2023.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Rivermont Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.