Brown Advisory
AZPN

Brown Advisory’s Aspen Technology Inc AZPN Stock Holding History

Brown Advisory’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
-876
Closed -$219K – 1434
2024
Q4 		$219K Sell
876
-25
-3% -$6.1K ﹤0.01% 1260
2024
Q3 		$215K Buy
+901
New +$189K ﹤0.01% 1191
2024
Q2 		– Sell
-1,142
Closed -$244K – 1295
2024
Q1 		$244K Sell
1,142
-8,701
-88% -$1.72M ﹤0.01% 1125
2023
Q4 		$2.17M Sell
9,843
-4,328
-31% -$833K ﹤0.01% 610
2023
Q3 		$2.89M Sell
14,171
-1,246
-8% -$235K ﹤0.01% 546
2023
Q2 		$2.58M Sell
15,417
-2,531
-14% -$470K ﹤0.01% 566
2023
Q1 		$4.11M Sell
17,948
-100
-0.6% -$20.7K 0.01% 504
2022
Q4 		$3.71M Buy
18,048
+488
+3% +$113K 0.01% 514
2022
Q3 		$4.18M Sell
17,560
-653
-4% -$136K 0.01% 474
2022
Q2 		$3.35M Buy
+18,213
New +$3.24M 0.01% 503

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

Brown Advisory's AZPN Position: Q1 2025 in Review

Brown Advisory sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 876 shares — an estimated $219K sold.

Brown Advisory first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $4.18M in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Brown Advisory reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 876 Aspen Technology Inc shares in Q1 2025, an estimated $219K.
  • Brown Advisory first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
  • Brown Advisory's Aspen Technology Inc position peaked at $4.18M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.