AZPN (AZPN) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to AZPN during the quarter ended December 31, 2024 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of AZPN during the latest reporting period was Valley Forge Capital Management, which increased its reported AZPN position by approximately $20.11M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in AZPN exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward AZPN. InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $36.03M in reported AZPN exposure during the latest filing period, reflecting continued institutional interest in AZPN's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2024 | Renaissance Technologies LLC | Buy | 55,080 | 55,080 | $13,749,620 |
| Q3 2024 | Torray Fund | Buy | 52 | 8,314 | $1,985,549 |
| Q1 2024 | Torray Fund | Buy | 14,185 | 20,731 | $1,595,334 |
| Q1 2024 | Polen Capital Management | Buy | 291 | 11,408 | $2,433,098 |
| Q4 2023 | Polen Capital Management | Buy | 3,588 | 11,117 | $2,447,408 |
| Q4 2023 | Torray Fund | Buy | 187 | 6,546 | $1,441,102 |
| Q3 2023 | Torray Fund | Buy | 196 | 6,359 | $1,298,889 |
| Q3 2023 | Polen Capital Management | Buy | 76 | 7,529 | $1,537,874 |
| Q2 2023 | Valley Forge Capital Management | Buy | 120,000 | 295,485 | $49,526,241 |
| Q2 2023 | Torray Fund | Buy | 49 | 6,163 | $1,032,980 |
| Q1 2023 | Torray Fund | Buy | 53 | 6,114 | $1,399,311 |
| Q4 2022 | Polen Capital Management | Buy | 279 | 8,549 | $1,755,965 |
| Q3 2022 | Polen Capital Management | Buy | 35 | 8,270 | $1,970 |
| Q2 2022 | Valley Forge Capital Management | Buy | 175,485 | 175,485 | $32,233 |
| Q2 2022 | Polen Capital Management | Buy | 8,235 | 8,235 | $1,513 |
| Q2 2022 | Torray Fund | Buy | 6,414 | 6,414 | $1,178 |
Frequently asked questions about AZPN activity
Which institutional owners are buying AZPN?
Institutional owners buying AZPN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AZPN activity?
"Buy" means an investor increased their reported position in AZPN compared to the prior reporting period. This reflects growing exposure to AZPN rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AZPN increasing?
Institutional interest in AZPN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.