AI
AZPN

Atria Investments’s Aspen Technology Inc AZPN Stock Holding History

Atria Investments’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
-15,824
Closed -$3.95M – 2023
2024
Q4 		$3.95M Sell
15,824
-1,037
-6% -$253K 0.05% 430
2024
Q3 		$4.03M Sell
16,861
-1,411
-8% -$297K 0.05% 421
2024
Q2 		$3.63M Buy
18,272
+3,753
+26% +$771K 0.05% 436
2024
Q1 		$3.1M Sell
14,519
-482
-3% -$95K 0.04% 500
2023
Q4 		$3.3M Buy
15,001
+2,941
+24% +$566K 0.05% 415
2023
Q3 		$2.46M Buy
12,060
+1,016
+9% +$191K 0.04% 495
2023
Q2 		$1.85M Sell
11,044
-1,056
-9% -$196K 0.03% 586
2023
Q1 		$2.77M Buy
12,100
+2,342
+24% +$486K 0.05% 432
2022
Q4 		$2M Sell
9,758
-881
-8% -$205K 0.04% 510
2022
Q3 		$2.53M Buy
10,639
+2,204
+26% +$458K 0.06% 414
2022
Q2 		$1.55M Buy
+8,435
New +$1.5M 0.03% 590

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

Atria Investments's AZPN Position: Q1 2025 in Review

Atria Investments sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 15,824 shares — an estimated $3.95M sold.

Atria Investments first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $4.03M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Atria Investments reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 15,824 Aspen Technology Inc shares in Q1 2025, an estimated $3.95M.
  • Atria Investments first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Atria Investments's Aspen Technology Inc position peaked at $4.03M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.