Dev Kantesaria's AZPN Position Overview
Dev Kantesaria (via Valley Forge Capital Management, Lp) currently holds 295,485 shares of Aspen Technology Inc (AZPN) worth $0, representing 0.00% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Dev Kantesaria has maintained a strategic position in AZPN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 120,000 shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's Aspen Technology (AZPN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Aspen Technology (AZPN) Trades by Dev Kantesaria
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +175,485 | New Buy | 175,485 | $183.68 |
| Q2 2023 | +120,000 | Add 68.38% | 295,485 | $167.61 |
| Q4 2024 | -295,485 | Sold Out | 295,485 | $238.82 |
Dev Kantesaria's Aspen Technology Investment FAQs
Dev Kantesaria first purchased Aspen Technology Inc (AZPN) in Q2 2022, acquiring 175,485 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria has held Aspen Technology Inc (AZPN) for 11 quarters since Q2 2022.
Dev Kantesaria's largest addition to Aspen Technology Inc (AZPN) was in Q2 2022, adding 175,485 shares worth $32.23 M.
According to the latest 13F filing for Q4 2024, Dev Kantesaria's firm, Valley Forge Capital Management, Lp, owns 295,485 shares of Aspen Technology Inc (AZPN), valued at approximately $0.
As of the Q4 2024 filing, Aspen Technology Inc (AZPN) represents approximately 0.00% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings.
Dev Kantesaria's peak holding in Aspen Technology Inc (AZPN) was 295,485 shares, as reported at the end of Q2 2023.