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
2021
Q2 		– Sell
-21,841
Closed -$3.15M – 630
2021
Q1 		$3.15M Sell
21,841
-6,407
-23% -$925K 0.06% 214
2020
Q4 		$3.68M Buy
28,248
+1,163
+4% +$151K 0.07% 187
2020
Q3 		$3.43M Buy
27,085
+8,789
+48% +$1.11M 0.07% 170
2020
Q2 		$1.9M Sell
18,296
-7,423
-29% -$769K 0.04% 206
2020
Q1 		$2.44M Sell
25,719
-28,869
-53% -$2.74M 0.06% 167
2019
Q4 		$6.6M Buy
54,588
+30,886
+130% +$3.73M 0.12% 134
2019
Q3 		$2.92M Buy
23,702
+139
+0.6% +$17.1K 0.06% 200
2019
Q2 		$2.93M Buy
23,563
+149
+0.6% +$18.5K 0.06% 198
2019
Q1 		$2.44M Buy
23,414
+3,082
+15% +$321K 0.05% 229
2018
Q4 		$1.67M Sell
20,332
-4,754
-19% -$391K 0.04% 259
2018
Q3 		$2.86M Buy
25,086
+16,684
+199% +$1.9M 0.06% 215
2018
Q2 		$779K Buy
+8,402
New +$779K 0.02% 444
2016
Q2 		– Sell
-32,841
Closed -$1.19M – 784
2016
Q1 		$1.19M Buy
32,841
+8,496
+35% +$307K 0.04% 291
2015
Q4 		$919K Buy
24,345
+977
+4% +$36.9K 0.03% 310
2015
Q3 		$886K Buy
23,368
+3,159
+16% +$120K 0.03% 325
2015
Q2 		$921K Buy
20,209
+365
+2% +$16.6K 0.03% 307
2015
Q1 		$764K Buy
19,844
+6,096
+44% +$235K 0.02% 349
2014
Q4 		$481K Sell
13,748
-5,532
-29% -$194K 0.02% 424
2014
Q3 		$727K Buy
+19,280
New +$727K 0.03% 322
2013
Q4 		– Sell
-23,723
Closed -$820K – 837
2013
Q3 		$820K Buy
23,723
+596
+3% +$20.6K 0.04% 251
2013
Q2 		$666K Buy
+23,127
New +$666K 0.03% 267

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Zacks Investment Management's AZPN Position: Q2 2021 in Review

Zacks Investment Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2021, closing a stake of 21,841 shares — an estimated $3.15M sold.

Zacks Investment Management first reported a position in AZPN in Q2 2013 and held it in 21 quarters. The position peaked at $6.6M in Q4 2019. 365 funds tracked by Wall St. Rank hold AZPN as of Q2 2021.

  • Zacks Investment Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2021 after selling out during the quarter.
  • Zacks Investment Management sold 21,841 ASPEN TECHNOLOGY INC shares in Q2 2021, an estimated $3.15M.
  • Zacks Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 21 quarters.
  • Zacks Investment Management's ASPEN TECHNOLOGY INC position peaked at $6.6M in Q4 2019.
  • 365 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2021.

Based on Zacks Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.