AB
AZPN

Amalgamated Bank’s Aspen Technology Inc AZPN Stock Holding History

Amalgamated Bank’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
-12,681
Closed -$3.17M – 2976
2024
Q4 		$3.17M Sell
12,681
-23
-0.2% -$5.61K 0.03% 600
2024
Q3 		$3.03M Sell
12,704
-1,328
-9% -$279K 0.03% 639
2024
Q2 		$2.79M Sell
14,032
-1,469
-9% -$302K 0.02% 709
2024
Q1 		$3.31M Sell
15,501
-2,181
-12% -$430K 0.03% 673
2023
Q4 		$3.89M Sell
17,682
-486
-3% -$93.5K 0.03% 618
2023
Q3 		$3.71M Sell
18,168
-871
-5% -$164K 0.03% 583
2023
Q2 		$3.19M Sell
19,039
-1,988
-9% -$369K 0.03% 665
2023
Q1 		$4.81M Sell
21,027
-1,003
-5% -$208K 0.04% 446
2022
Q4 		$4.53M Sell
22,030
-22
-0.1% -$5.11K 0.04% 538
2022
Q3 		$5.25M Sell
22,052
-96
-0.4% -$20K 0.05% 364
2022
Q2 		$4.07M Buy
+22,148
New +$3.94M 0.04% 522

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

Amalgamated Bank's AZPN Position: Q1 2025 in Review

Amalgamated Bank sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 12,681 shares — an estimated $3.17M sold.

Amalgamated Bank first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $5.25M in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Amalgamated Bank reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Amalgamated Bank sold 12,681 Aspen Technology Inc shares in Q1 2025, an estimated $3.17M.
  • Amalgamated Bank first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Amalgamated Bank's Aspen Technology Inc position peaked at $5.25M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Amalgamated Bank's 13F filing for Q1 2025, filed 25 Apr 2025.