AAM
AZPN

Advisors Asset Management’s Aspen Technology Inc AZPN Stock Holding History

Advisors Asset Management’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
-148
Closed -$36.9K – 1550
2024
Q4 		$36.9K Buy
+148
New +$36.1K ﹤0.01% 1341
2024
Q3 		– Sell
-68
Closed -$13.5K – 1515
2024
Q2 		$13.5K Sell
68
-37
-35% -$7.6K ﹤0.01% 1411
2024
Q1 		$22.4K Sell
105
-4
-4% -$789 ﹤0.01% 1362
2023
Q4 		$24K Hold
109
– – ﹤0.01% 1345
2023
Q3 		$22.3K Buy
109
+8
+8% +$1.51K ﹤0.01% 1355
2023
Q2 		$16.9K Buy
101
+72
+248% +$13.4K ﹤0.01% 1382
2023
Q1 		$6.64K Buy
+29
New +$6.01K ﹤0.01% 1430

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 $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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisors Asset Management's AZPN Position: Q1 2025 in Review

Advisors Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 148 shares — an estimated $36.9K sold.

Advisors Asset Management first reported a position in AZPN in Q1 2023 and held it in 7 quarters. The position peaked at $36.9K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Advisors Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Advisors Asset Management sold 148 Aspen Technology Inc shares in Q1 2025, an estimated $36.9K.
  • Advisors Asset Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 7 quarters.
  • Advisors Asset Management's Aspen Technology Inc position peaked at $36.9K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Advisors Asset Management's 13F filing for Q1 2025, filed 15 May 2025.