AFG
AZPN

Atomi Financial Group’s Aspen Technology Inc AZPN Stock Holding History

Atomi Financial Group’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
-864
Closed -$216K – 1135
2024
Q4 		$216K Buy
+864
New +$211K 0.01% 888

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Atomi Financial Group's AZPN Position: Q1 2025 in Review

Atomi Financial Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 864 shares — an estimated $216K sold.

Atomi Financial Group first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Atomi Financial Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 864 Aspen Technology Inc shares in Q1 2025, an estimated $216K.
  • Atomi Financial Group first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Atomi Financial Group's Aspen Technology Inc position peaked at $216K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.