RT
AZPN

Robert Torray’s Aspen Technology Inc AZPN Stock Holding History

Robert Torray’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
-8,314
Closed -$1.99M – 106
2024
Q3 		$1.99M Buy
8,314
+52
+0.6% +$10.9K 0.28% 73
2024
Q2 		$1.64M Buy
8,262
+782
+10% +$161K 0.25% 77
2024
Q1 		$1.6M Buy
7,480
+934
+14% +$184K 0.24% 75
2023
Q4 		$1.44M Buy
6,546
+187
+3% +$36K 0.23% 78
2023
Q3 		$1.3M Buy
6,359
+196
+3% +$36.9K 0.23% 75
2023
Q2 		$1.03M Buy
6,163
+49
+0.8% +$9.1K 0.18% 84
2023
Q1 		$1.4M Buy
6,114
+53
+0.9% +$11K 0.25% 79
2022
Q4 		$1.24M Sell
6,061
-169
-3% -$39.3K 0.22% 81
2022
Q3 		$1.48M Sell
6,230
-184
-3% -$38.3K 0.3% 68
2022
Q2 		$1.18M Buy
+6,414
New +$1.14M 0.22% 81

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 50.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Robert Torray's AZPN Position: Q4 2024 in Review

Robert Torray sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 8,314 shares — an estimated $1.99M sold.

Robert Torray first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $1.99M in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Robert Torray reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • Robert Torray sold 8,314 Aspen Technology Inc shares in Q4 2024, an estimated $1.99M.
  • Robert Torray first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
  • Robert Torray's Aspen Technology Inc position peaked at $1.99M in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Torray Investment Partners's 13F filing for Q4 2024, filed 6 Feb 2025.