UFF
AZPN

USA Financial Formulas’s Aspen Technology Inc AZPN Stock Holding History

USA Financial Formulas’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
2022
Q3 		$408K Buy
1,713
+294
+21% +$61.1K 0.64% 43
2022
Q2 		$261K Buy
+1,419
New +$252K 0.33% 62

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

USA Financial Formulas's AZPN Position: Q3 2022 in Review

USA Financial Formulas increased its Aspen Technology Inc (AZPN) stake by 21% in Q3 2022, buying an estimated $61.1K and bringing the position to 1,713 shares worth $408K. The position accounts for 0.64% of the portfolio, ranked #43.

USA Financial Formulas first reported a position in AZPN in Q2 2022 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • USA Financial Formulas held 1,713 shares of Aspen Technology Inc worth $408K as of Q3 2022.
  • USA Financial Formulas bought 294 Aspen Technology Inc shares in Q3 2022, an estimated $61.1K.
  • Aspen Technology Inc made up 0.64% of USA Financial Formulas's portfolio in Q3 2022, its #43 holding.
  • USA Financial Formulas first reported a position in Aspen Technology Inc in Q2 2022 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.