Dev Kantesaria - Valley Forge Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    7
Portfolio value:    $3,375,637,687
Holdings Activity Buys Sells    History
Holding/activity history for  Aspen Technology Inc (AST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 2.63 SEC
2022   Q1 417,823 2.63 Buy 2.63 $165.37 $69,095,000 SEC
2021   Q2 0 0.00 Sell 100.00% 2.64 SEC
2021   Q1 387,202 2.64 Add 91.43% 1.26 $144.33 $55,885,000 SEC
2020   Q4 202,266 2.45 Add 11.59% 0.25 $130.25 $26,345,000 SEC
2020   Q3 181,266 2.49 $126.59 $22,946,000 SEC
2020   Q2 181,266 2.28 Add 313.73% 1.73 $103.61 $18,781,000 SEC
2020   Q1 43,813 0.88 $95.06 $4,165,000 SEC
2019   Q4 43,813 1.03 $120.92 $5,298,000 SEC
2019   Q3 43,813 1.20 Add 38.15% 0.33 $123.09 $5,393,000 SEC
2019   Q2 31,713 0.93 $124.27 $3,941,000 SEC
2019   Q1 31,713 0.87 $104.25 $3,306,000 SEC
2018   Q4 31,713 0.99 $82.17 $2,606,000 SEC
2018   Q3 31,713 1.20 $113.90 $3,612,000 SEC
2018   Q2 31,713 1.14 $92.74 $2,941,000 SEC
2018   Q1 31,713 1.17 $78.90 $2,502,000 SEC
2017   Q4 31,713 1.11 $66.19 $2,099,000 SEC
2017   Q3 31,713 1.26 $62.81 $1,992,000 SEC
2017   Q2 31,713 1.25 $55.25 $1,752,000 SEC
2017   Q1 31,713 1.45 $58.93 $1,869,000 SEC
2016   Q4 31,713 1.58 $54.68 $1,734,000 SEC