Green Alpha Advisors, LLC AZTA — BROOKS AUTOMATION INC NEW

Ownership history in Green Alpha Advisors, LLC  ·  19 quarters on record

AI Ownership Summary

Green Alpha Advisors, LLC reported BROOKS AUTOMATION INC NEW (AZTA) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.49% in 2023 Q4. The latest visible filing shows AZTA at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AZTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Green Alpha Advisors, LLC's position in BROOKS AUTOMATION INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AZTA was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AZTA stock page Green Alpha Advisors, LLC fund profile Green Alpha Advisors, LLC full holdings
How Green Alpha Advisors, LLC held AZTA — position size vs. price
% of Fund (quarterly)    AZTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 9,237 +1,152 +14.2% 0.28% $307K 2026-01-07 $37.51
2025 Q3 REDUCED 5.8% +20.8% ❌ 8,085 -495 -5.8% 0.22% $232K 2025-10-15 $32.05
2025 Q2 REDUCED 6.5% -8.5% ✅ 8,580 -594 -6.5% 0.25% $264K 2025-08-01 $32.34
2025 Q1 REDUCED — — — 9,174 -146 -1.6% 0.34% $318K 2025-04-09 $29.61
2024 Q4 REDUCED 8.7% -30.7% ✅ 9,320 -883 -8.7% 0.37% $466K 2025-01-13 $52.27
2024 Q3 ADDED — — — 10,203 +348 +3.5% 0.39% $494K 2024-10-07 $47.27
2024 Q2 REDUCED 5.5% -7.9% ✅ 9,855 -574 -5.5% 0.42% $519K 2024-08-13 $54.31
2024 Q1 REDUCED — — — 10,429 -88 -0.8% 0.46% $629K 2024-04-10 $56.33
2023 Q4 REDUCED 18.7% -9.4% ✅ 10,517 -2,417 -18.7% 0.49% $685K 2024-01-05 $64.30
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AZTA

As of 2026 Q1 — sorted by position size

Politan Capital Management LP 3Y 9.92% SCOPIA CAPITAL MANAGEMENT LP 3Y 7Y 3.43% Front Street Capital Management, Inc. 3Y 7Y 2.49% Meros Investment Management, LP 3Y 2.25% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 1.47% Lion Point Capital, LP 3Y 7Y 1.22% Conestoga Capital Advisors, LLC 3Y 7Y 1.2% Rock Springs Capital Management LP 3Y 7Y 0.71% Park West Asset Management LLC 3Y 7Y 0.59% PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 0.46%

FAQ About Green Alpha Advisors, LLC and AZTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Green Alpha Advisors, LLC reported owning AZTA?

Green Alpha Advisors, LLC reported AZTA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AZTA position in Green Alpha Advisors, LLC's portfolio?

The largest reported portfolio weight for AZTA was 0.49% in 2023 Q4.

What is the latest reported AZTA position on this page?

The most recent filing on this page is 2025 Q4, when Green Alpha Advisors, LLC reported 9,237 shares, equal to 0.28% of portfolio, with an estimated market value of $307K.

What does the chart on this AZTA ownership page compare?

The chart compares Green Alpha Advisors, LLC's quarterly AZTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Green Alpha Advisors, LLC time their AZTA position?

Based on 13F filing dates vs. subsequent AZTA price moves, Green Alpha Advisors, LLC correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on AZTA relative to SPY over the holding period was -26.7%.

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