SIA
AZPN

SkyView Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

SkyView Investment Advisors’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
-3,188
Closed -$761K – 360
2024
Q3 		$761K Buy
3,188
+77
+2% +$16.2K 0.13% 120
2024
Q2 		$618K Buy
3,111
+27
+0.9% +$5.55K 0.11% 161
2024
Q1 		$658K Buy
+3,084
New +$608K 0.12% 147
2023
Q4 		– Sell
-2,778
Closed -$567K – 521
2023
Q3 		$567K Buy
2,778
+70
+3% +$13.2K 0.23% 126
2023
Q2 		$454K Buy
+2,708
New +$503K 0.11% 234

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $408B AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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 $481B AUM 30.42% 1-Year Est. Return

SkyView Investment Advisors's AZPN Position: Q4 2024 in Review

SkyView Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 3,188 shares — an estimated $761K sold.

SkyView Investment Advisors first reported a position in AZPN in Q2 2023 and held it in 5 quarters. The position peaked at $761K in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • SkyView Investment Advisors reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • SkyView Investment Advisors sold 3,188 Aspen Technology Inc shares in Q4 2024, an estimated $761K.
  • SkyView Investment Advisors first reported a position in Aspen Technology Inc in Q2 2023 and held it in 5 quarters.
  • SkyView Investment Advisors's Aspen Technology Inc position peaked at $761K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.