AM
AZPN

AGF Management’s Aspen Technology Inc AZPN Stock Holding History

AGF 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
-10,170
Closed -$2.54M – 730
2024
Q4 		$2.54M Sell
10,170
-3,976
-28% -$970K 0.01% 387
2024
Q3 		$3.38M Buy
14,146
+3,141
+29% +$661K 0.02% 335
2024
Q2 		$2.19M Sell
11,005
-1,280
-10% -$263K 0.01% 462
2024
Q1 		$2.62M Sell
12,285
-2,956
-19% -$583K 0.01% 349
2023
Q4 		$3.36M Sell
15,241
-707
-4% -$136K 0.02% 321
2023
Q3 		$3.26M Sell
15,948
-4,464
-22% -$840K 0.02% 306
2023
Q2 		$3.42M Buy
20,412
+4,696
+30% +$872K 0.02% 391
2023
Q1 		$3.6M Buy
+15,716
New +$3.26M 0.02% 322

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 $93.6M AUM 21.1% 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

AGF Management's AZPN Position: Q1 2025 in Review

AGF Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 10,170 shares — an estimated $2.54M sold.

AGF Management first reported a position in AZPN in Q1 2023 and held it in 8 quarters. The position peaked at $3.6M in Q1 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • AGF Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • AGF Management sold 10,170 Aspen Technology Inc shares in Q1 2025, an estimated $2.54M.
  • AGF Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 8 quarters.
  • AGF Management's Aspen Technology Inc position peaked at $3.6M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on AGF Management's 13F filing for Q1 2025, filed 12 May 2025.