Arlington Partners’s Aspen Technology Inc AZPN Stock Holding History

Arlington Partners’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	-19,322	Closed	-$4.82M	–	59
2024 Q4	$4.82M	Hold	19,322	–	–	1.87%	5
2024 Q3	$4.61M	Buy	19,322 +3,274	+20%	+$689K	1.81%	9
2024 Q2	$3.19M	Buy	16,048 +9,999	+165%	+$2.05M	1.58%	39
2024 Q1	$1.29M	Buy	+6,049	New	+$1.19M	0.66%	58
2023 Q4	–	Sell	-45	Closed	-$9.19K	–	401
2023 Q3	$9.19K	Hold	45	–	–	﹤0.01%	239
2023 Q2	$7.54K	Hold	45	–	–	﹤0.01%	483
2023 Q1	$10.3K	Buy	+45	New	+$9.33K	﹤0.01%	419

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 $5.54B AUM 27.43% 1-Year Est. Return

Arlington Partners's AZPN Position: Q1 2025 in Review

Arlington Partners sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 19,322 shares — an estimated $4.82M sold.

Arlington Partners first reported a position in AZPN in Q1 2023 and held it in 7 quarters. The position peaked at $4.82M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Arlington Partners reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Arlington Partners sold 19,322 Aspen Technology Inc shares in Q1 2025, an estimated $4.82M.
Arlington Partners first reported a position in Aspen Technology Inc in Q1 2023 and held it in 7 quarters.
Arlington Partners's Aspen Technology Inc position peaked at $4.82M in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Arlington Partners's 13F filing for Q1 2025, filed 23 Apr 2025.