WCM
AZPN

Weld Capital Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Weld 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
2020
Q3 		– Sell
-5,966
Closed -$618K – 729
2020
Q2 		$618K Buy
+5,966
New +$618K 0.24% 148
2019
Q3 		– Sell
-21,917
Closed -$2.72M – 1120
2019
Q2 		$2.72M Buy
21,917
+4,457
+26% +$554K 0.5% 12
2019
Q1 		$1.82M Buy
17,460
+14,395
+470% +$1.5M 0.33% 62
2018
Q4 		$252K Buy
+3,065
New +$252K 0.06% 541

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Weld Capital Management's AZPN Position: Q3 2020 in Review

Weld Capital Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2020, closing a stake of 5,966 shares — an estimated $618K sold.

Weld Capital Management first reported a position in AZPN in Q4 2018 and held it in 4 quarters. The position peaked at $2.72M in Q2 2019. 325 funds tracked by Wall St. Rank hold AZPN as of Q3 2020.

  • Weld Capital Management reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 5,966 ASPEN TECHNOLOGY INC shares in Q3 2020, an estimated $618K.
  • Weld Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2018 and held it in 4 quarters.
  • Weld Capital Management's ASPEN TECHNOLOGY INC position peaked at $2.72M in Q2 2019.
  • 325 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.