ZCI
AZPN

Zevenbergen Capital Investments’s Aspen Technology Inc AZPN Stock Holding History

Zevenbergen Capital Investments’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
Q1 		– Sell
-80,000
Closed -$16.4M – 104
2022
Q4 		$16.4M Sell
80,000
-40,000
-33% -$9.29M 0.55% 46
2022
Q3 		$28.6M Buy
+120,000
New +$25M 0.81% 34

Other funds holding AZPN

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Kayne Anderson Rudnick Investment Management
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Zevenbergen Capital Investments's AZPN Position: Q1 2023 in Review

Zevenbergen Capital Investments sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 80,000 shares — an estimated $16.4M sold.

Zevenbergen Capital Investments first reported a position in AZPN in Q3 2022 and held it in 2 quarters. The position peaked at $28.6M in Q3 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • Zevenbergen Capital Investments reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 80,000 Aspen Technology Inc shares in Q1 2023, an estimated $16.4M.
  • Zevenbergen Capital Investments first reported a position in Aspen Technology Inc in Q3 2022 and held it in 2 quarters.
  • Zevenbergen Capital Investments's Aspen Technology Inc position peaked at $28.6M in Q3 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on Zevenbergen Capital Investments's 13F filing for Q1 2023, filed 11 May 2023.