Aureus Asset Management’s Aspen Technology Inc AZPN Stock Holding History

Aureus Asset 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	-933	Closed	-$233K	–	223
2024 Q4	$233K	Hold	933	–	–	0.02%	191
2024 Q3	$223K	Buy	+933	New	+$196K	0.01%	190
2024 Q1	–	Sell	-933	Closed	-$205K	–	212
2023 Q4	$205K	Buy	+933	New	+$180K	0.02%	187
2023 Q2	–	Sell	-956	Closed	-$219K	–	191
2023 Q1	$219K	Buy	+956	New	+$198K	0.02%	164

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

Aureus Asset Management's AZPN Position: Q1 2025 in Review

Aureus Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 933 shares — an estimated $233K sold.

Aureus Asset Management first reported a position in AZPN in Q1 2023 and held it in 4 quarters. The position peaked at $233K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Aureus Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Aureus Asset Management sold 933 Aspen Technology Inc shares in Q1 2025, an estimated $233K.
Aureus Asset Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 4 quarters.
Aureus Asset Management's Aspen Technology Inc position peaked at $233K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Aureus Asset Management's 13F filing for Q1 2025, filed 15 May 2025.