AO
AZPN

Advisor OS’s Aspen Technology Inc AZPN Stock Holding History

Advisor OS’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
-1,645
Closed -$411K – 460
2024
Q4 		$411K Sell
1,645
-1,549
-48% -$378K 0.05% 259
2024
Q3 		$763K Sell
3,194
-1,560
-33% -$328K 0.08% 191
2024
Q2 		$944K Buy
4,754
+48
+1% +$9.86K 0.1% 169
2024
Q1 		$1M Buy
4,706
+468
+11% +$92.3K 0.12% 161
2023
Q4 		$933K Sell
4,238
-268
-6% -$51.6K 0.12% 150
2023
Q3 		$920K Buy
4,506
+217
+5% +$40.8K 0.14% 138
2023
Q2 		$719K Buy
4,289
+129
+3% +$23.9K 0.12% 168
2023
Q1 		$952K Buy
4,160
+1,483
+55% +$308K 0.23% 110
2022
Q4 		$550K Buy
2,677
+39
+1% +$9.06K 0.15% 145
2022
Q3 		$628K Buy
2,638
+242
+10% +$50.3K 0.19% 112
2022
Q2 		$441K Buy
+2,396
New +$426K 0.13% 150

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisor OS's AZPN Position: Q1 2025 in Review

Advisor OS sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,645 shares — an estimated $411K sold.

Advisor OS first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $1M in Q1 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Advisor OS reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Advisor OS sold 1,645 Aspen Technology Inc shares in Q1 2025, an estimated $411K.
  • Advisor OS first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Advisor OS's Aspen Technology Inc position peaked at $1M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.