TI
AZPN

Tidal Investments’s Aspen Technology Inc AZPN Stock Holding History

Tidal Investments’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
-902
Closed -$215K – 2037
2024
Q3 		$215K Sell
902
-113
-11% -$23.8K ﹤0.01% 1713
2024
Q2 		$202K Sell
1,015
-676
-40% -$139K ﹤0.01% 1694
2024
Q1 		$361K Buy
1,691
+589
+53% +$116K 0.01% 1335
2023
Q4 		$243K Sell
1,102
-78
-7% -$15K 0.01% 1269
2023
Q3 		$241K Buy
+1,180
New +$222K 0.01% 1141

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Tidal Investments's AZPN Position: Q4 2024 in Review

Tidal Investments sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 902 shares — an estimated $215K sold.

Tidal Investments first reported a position in AZPN in Q3 2023 and held it in 5 quarters. The position peaked at $361K in Q1 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Tidal Investments reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • Tidal Investments sold 902 Aspen Technology Inc shares in Q4 2024, an estimated $215K.
  • Tidal Investments first reported a position in Aspen Technology Inc in Q3 2023 and held it in 5 quarters.
  • Tidal Investments's Aspen Technology Inc position peaked at $361K in Q1 2024.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Tidal Investments's 13F filing for Q4 2024, filed 14 Feb 2025.