ZIM
AZPN

Zacks Investment Management’s Aspen Technology Inc AZPN Stock Holding History

Zacks Investment 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
2023
Q2 		– Sell
-9,499
Closed -$2.17M – 737
2023
Q1 		$2.17M Buy
9,499
+176
+2% +$36.5K 0.03% 274
2022
Q4 		$1.91M Buy
9,323
+436
+5% +$101K 0.03% 284
2022
Q3 		$2.12M Buy
8,887
+169
+2% +$35.1K 0.03% 259
2022
Q2 		$1.6M Buy
+8,718
New +$1.55M 0.02% 286

Other funds holding AZPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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

Zacks Investment Management's AZPN Position: Q2 2023 in Review

Zacks Investment Management sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 9,499 shares — an estimated $2.17M sold.

Zacks Investment Management first reported a position in AZPN in Q2 2022 and held it in 4 quarters. The position peaked at $2.17M in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • Zacks Investment Management reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • Zacks Investment Management sold 9,499 Aspen Technology Inc shares in Q2 2023, an estimated $2.17M.
  • Zacks Investment Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 4 quarters.
  • Zacks Investment Management's Aspen Technology Inc position peaked at $2.17M in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.