Aspen Technology Inc. (AZPN)
| Sector: | Technology |
| Super Investor Stats: | |
| Ownership count: | 3 |
| Ownership rank: | 206 |
| % of all portfolios: | 0.023% |
| Hold Price * : | $238.83 |
| History | Portfolio Manager | Activity ▲ | Share change | % change to portfolio | |
| Q3 2024 | |||||
| ≡ | Torray Funds | Add 0.63% | 52 | 0.00 | |
| ≡ | Polen Capital Management | Reduce 24.05% | 2,370 | 0.00 | |
| Q2 2024 | |||||
| ≡ | Torray Funds | Add 10.45% | 782 | 0.02 | |
| ≡ | Polen Capital Management | Reduce 13.63% | 1,555 | 0.00 | |
| Q1 2024 | |||||
| ≡ | Polen Capital Management | Add 2.62% | 291 | 0.00 | |
| ≡ | Torray Funds | Add 14.27% | 934 | 0.03 | |
| Q4 2023 | |||||
| ≡ | Torray Funds | Add 2.94% | 187 | 0.01 | |
| ≡ | Polen Capital Management | Add 47.66% | 3,588 | 0.00 | |
| Q3 2023 | |||||
| ≡ | Polen Capital Management | Add 1.02% | 76 | 0.00 | |
| ≡ | Torray Funds | Add 3.18% | 196 | 0.01 | |
| Q2 2023 | |||||
| ≡ | Torray Funds | Add 0.80% | 49 | 0.00 | |
| ≡ | Valley Forge Capital Management | Add 68.38% | 120,000 | 0.68 | |
| ≡ | Polen Capital Management | Reduce 9.74% | 804 | 0.00 | |
| Q1 2023 | |||||
| ≡ | Torray Funds | Add 0.87% | 53 | 0.00 | |
| ≡ | Polen Capital Management | Reduce 3.42% | 292 | 0.00 | |
| Q4 2022 | |||||
| ≡ | Polen Capital Management | Add 3.37% | 279 | 0.00 | |
| ≡ | Torray Funds | Reduce 2.71% | 169 | 0.01 | |
| Q3 2022 | |||||
| ≡ | Polen Capital Management | Add 0.43% | 35 | 0.00 | |
| ≡ | Torray Funds | Reduce 2.87% | 184 | 0.01 | |
| Q2 2022 | |||||
| ≡ | Polen Capital Management | Reduce 67.57% | 17,157 | 0.00 | |
| ≡ | Valley Forge Capital Management | Reduce 58.00% | 242,338 | 1.99 | |
| ≡ | Torray Funds | Reduce 40.36% | 4,341 | 0.16 | |
| Q1 2022 | |||||
| ≡ | Torray Funds | Add 4.55% | 468 | 0.01 | |
| ≡ | Polen Capital Management | Add 17.11% | 3,710 | 0.00 | |
| ≡ | Valley Forge Capital Management | Buy | 417,823 | 2.63 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 854 | 0.00 | |
| Q4 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 92.63% | 10,732 | 0.00 | |
| ≡ | Torray Funds | Reduce 33.49% | 5,179 | 0.12 | |
| ≡ | Polen Capital Management | Reduce 20.66% | 5,646 | 0.00 | |
| Q3 2021 | |||||
| ≡ | Polen Capital Management | Add 3.63% | 958 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 11,586 | 0.02 | |
| ≡ | Torray Funds | Reduce 7.28% | 1,215 | 0.02 | |
| Q2 2021 | |||||
| ≡ | Polen Capital Management | Add 7.58% | 1,857 | 0.00 | |
| ≡ | Torray Funds | Reduce 11.09% | 2,081 | 0.04 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 1,042 | 0.00 | |
| ≡ | Valley Forge Capital Management | Sell 100.00% | 387,202 | 2.64 | |
| Q1 2021 | |||||
| ≡ | Polen Capital Management | Add 45.75% | 7,694 | 0.00 | |
| ≡ | Valley Forge Capital Management | Add 91.43% | 184,936 | 1.26 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 1,042 | 0.00 | |
| ≡ | Torray Funds | Reduce 0.99% | 188 | 0.00 | |
| Q4 2020 | |||||
| ≡ | Torray Funds | Add 1.14% | 213 | 0.00 | |
| ≡ | Valley Forge Capital Management | Add 11.59% | 21,000 | 0.25 | |
| ≡ | Polen Capital Management | Buy | 16,819 | 0.01 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 2,759 | 0.01 | |
| Q3 2020 | |||||
| ≡ | Torray Funds | Add 17.89% | 2,844 | 0.07 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 2,759 | 0.01 | |
| Q2 2020 | |||||
| ≡ | Torray Funds | Add 1.62% | 253 | 0.00 | |
| ≡ | Valley Forge Capital Management | Add 313.73% | 137,453 | 1.73 | |
| Q1 2020 | |||||
| ≡ | Torray Funds | Reduce 11.95% | 2,123 | 0.04 | |
| Q4 2019 | |||||
| ≡ | Torray Funds | Add 13.41% | 2,100 | 0.04 | |
| Q3 2019 | |||||
| ≡ | Valley Forge Capital Management | Add 38.15% | 12,100 | 0.33 | |
| ≡ | Torray Funds | Reduce 7.49% | 1,269 | 0.02 | |
| Q2 2019 | |||||
| ≡ | Torray Funds | Reduce 8.13% | 1,499 | 0.02 | |
| Q1 2019 | |||||
| ≡ | Torray Funds | Add 1.88% | 340 | 0.00 | |
| Q4 2018 | |||||
| ≡ | Torray Funds | Add 18.72% | 2,853 | 0.03 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.