William Blair & Company
AZPN

William Blair & Company’s Aspen Technology Inc AZPN Stock Holding History

William Blair & Company’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
2023
Q2 		– Sell
-889
Closed -$203K – 1881
2023
Q1 		$203K Sell
889
-98
-10% -$20.3K ﹤0.01% 1401
2022
Q4 		$203K Sell
987
-334
-25% -$77.6K ﹤0.01% 1363
2022
Q3 		$315K Buy
1,321
+56
+4% +$11.6K ﹤0.01% 1210
2022
Q2 		$232K Buy
+1,265
New +$225K ﹤0.01% 1360

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Vanguard Group
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State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair & Company's AZPN Position: Q2 2023 in Review

William Blair & Company sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 889 shares — an estimated $203K sold.

William Blair & Company first reported a position in AZPN in Q2 2022 and held it in 4 quarters. The position peaked at $315K in Q3 2022. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • William Blair & Company reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • William Blair & Company sold 889 Aspen Technology Inc shares in Q2 2023, an estimated $203K.
  • William Blair & Company first reported a position in Aspen Technology Inc in Q2 2022 and held it in 4 quarters.
  • William Blair & Company's Aspen Technology Inc position peaked at $315K in Q3 2022.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on William Blair & Company's 13F filing for Q2 2023, filed 11 Aug 2023.