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Aspen Technology shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Aspen Technology (AZPN) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Aspen Technology

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All positions including Aspen Technology held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aspen Technology by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 970 213.28
2023-12-31 $214k 970 220.15
2023-03-31 $222k 970 228.87
2022-09-30 $231k 970 238.14

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

Top funds holding Aspen Technology

BlackRock
Vanguard Group
Nordea Investment Management Ab
Neuberger Berman Group
Two Creeks Capital Management
Wellington Management Company
First Manhattan
Wells Fargo & Company
Geode Capital Management
Bamco
ClearBridge Advisors
Dimensional Fund Advisors
Sumitomo Mitsui Trust Holdings
Lazard Asset Management
Fiera Capital Corporation

View all funds holding Aspen Technology