ABLE Financial Group’s Aspen Technology Inc AZPN Stock Holding History

ABLE Financial Group’s Portfolio AZPN Stock Details AZPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,318	Closed	-$1.83M	–	212
2024 Q4	$1.83M	Buy	7,318 +896	+14%	+$219K	0.54%	43
2024 Q3	$1.53M	Buy	6,422 +359	+6%	+$75.5K	0.47%	41
2024 Q2	$1.2M	Buy	6,063 +179	+3%	+$36.8K	0.44%	44
2024 Q1	$1.25M	Buy	5,884 +494	+9%	+$97.4K	0.49%	40
2023 Q4	$1.19M	Buy	5,390 +1,268	+31%	+$244K	0.51%	38
2023 Q3	$842K	Buy	+4,122	New	+$776K	0.42%	42

Other funds holding AZPN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

WAG

Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

ABLE Financial Group's AZPN Position: Q1 2025 in Review

ABLE Financial Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 7,318 shares — an estimated $1.83M sold.

ABLE Financial Group first reported a position in AZPN in Q3 2023 and held it in 6 quarters. The position peaked at $1.83M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

ABLE Financial Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
ABLE Financial Group sold 7,318 Aspen Technology Inc shares in Q1 2025, an estimated $1.83M.
ABLE Financial Group first reported a position in Aspen Technology Inc in Q3 2023 and held it in 6 quarters.
ABLE Financial Group's Aspen Technology Inc position peaked at $1.83M in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on ABLE Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.