AZPN

AZPN

AZPN

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q1 Mar 31, 2025 Baron Small Cap Fund -9.1% -9.1% AZPN, BRP, GWRE, IT, KNSL, PAR, RDNT, TTD, VRT -
2023 Q3 Nov 10, 2023 ClearBridge Investments Mid Cap Growth Strategy 0.0% 0.0% AZPN, KNSL, MRCY, SITE, SKIN, VRT -
2023 Q3 Sep 30, 2023 Baron Small Cap Fund 9.6% 14.5% AZPN, CGNX, DRVN, FFO GR, GWRE, INDI, KNSL, LBRDA, VRT -
2022 Q3 Sep 30, 2022 Baron Small Cap Fund 9.6% 14.5% AVNT, AXNX, AZPN, CAKE, CLVT, GDYN, HLLY, ICLR, IT, KNSL, MRCY, RPAY, TTD -
2023 Q2 Jul 30, 2023 Baron Asset Fund 8.3% 10.6% ARE, AZPN, BAH, CDAY, CSGP, FDS, IT, MKTX, MORN, MTD, VRSK -
2023 Q2 Jul 30, 2023 Baron Small Cap Fund 9.6% 14.5% AZPN, KNSL, MRCY, SITE, SKIN, VRT -
2023 Q2 Jul 19, 2023 Polen Capital – U.S. SMID Company Growth 8.8% -1.3% ALIT, AZPN, CPRT, DT, ETSY, MORN, RVLV, TTD -
2022 Q2 Jun 30, 2022 Aristotle Small Cap Equity Fund 7.3% 9.4% AZPN, CUBI, HURN, STAR, SUM, UTL, WWW -
2023 Q1 May 23, 2023 ClearBridge Investments Large Cap Value 0.0% 0.0% ASML, AZPN, CASY, DISH, EMR, MCK, META, MSFT, SCHW -
2022 Q4 Mar 2, 2023 Baron Asset Fund 8.3% 10.6% ACGLN, AZPN, FICO, FIS, HUBS, ICLR, IDXX, IT, MTD, RIVN, TTD, WIX, WST, ZI -
2022 Q3 Feb 11, 2022 ClearBridge Mid Cap Growth Strategy 0.0% 0.0% AVLR, AZPN, CMG, ETSY, PCTY, TFX, WSC -
2024 Q4 Jan 23, 2025 Aristotle Small Cap Equity Fund -0.5% 9.4% ACHC, AMTM, ASC, AXTA, AZPN, COLD, GTLS, HXL, INFN, SUM, TROX -
2024 Q4 Jan 23, 2025 Aristotle Small/Mid Cap Equity -0.5% 13.5% ACHC, AXTA, AZPN, CMCO, COLD, CTLT, DOC, GTLS, HXL, INFN, NSIT, SUM -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of AZPN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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