Callan Family Office’s Aspen Technology Inc AZPN Stock Holding History

Callan Family Office’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	-1,832	Closed	-$457K	–	656
2024 Q4	$457K	Buy	+1,832	New	+$447K	0.03%	388

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Callan Family Office's AZPN Position: Q1 2025 in Review

Callan Family Office sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,832 shares — an estimated $457K sold.

Callan Family Office first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $457K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Callan Family Office reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Callan Family Office sold 1,832 Aspen Technology Inc shares in Q1 2025, an estimated $457K.
Callan Family Office first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
Callan Family Office's Aspen Technology Inc position peaked at $457K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Callan Family Office's 13F filing for Q1 2025, filed 13 May 2025.