CIM
ANSS

Caldwell Investment Management’s Ansys ANSS Stock Holding History

Caldwell Investment Management’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,800
Closed -$1.68M – 27
2025
Q2 		$1.68M Hold
4,800
– – 1.46% 13
2025
Q1 		$1.51M Hold
4,800
– – 1.12% 18
2024
Q4 		$1.62M Hold
4,800
– – 1.09% 20
2024
Q3 		$1.56M Buy
+4,800
New +$1.53M 1.09% 20
2023
Q4 		– Sell
-4,400
Closed -$1.3M – 32
2023
Q3 		$1.3M Hold
4,400
– – 1.27% 17
2023
Q2 		$1.43M Hold
4,400
– – 1.09% 22
2023
Q1 		$1.46M Buy
4,400
+1,900
+76% +$536K 1.45% 17
2022
Q4 		$605K Hold
2,500
– – 0.64% 25
2022
Q3 		$570K Buy
+2,500
New +$639K 0.69% 26
2022
Q1 		– Sell
-3,860
Closed -$1.58M – 34
2021
Q4 		$1.58M Buy
+3,860
New +$1.48M 1.23% 19

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Caldwell Investment Management's ANSS Position: Q3 2025 in Review

Caldwell Investment Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 4,800 shares — an estimated $1.68M sold.

Caldwell Investment Management first reported a position in ANSS in Q4 2021 and held it in 10 quarters. The position peaked at $1.68M in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Caldwell Investment Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 4,800 Ansys shares in Q3 2025, an estimated $1.68M.
  • Caldwell Investment Management first reported a position in Ansys in Q4 2021 and held it in 10 quarters.
  • Caldwell Investment Management's Ansys position peaked at $1.68M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Caldwell Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.