CG
AZPN

Caprock Group’s Aspen Technology Inc AZPN Stock Holding History

Caprock Group’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
-1,311
Closed -$327K – 1182
2024
Q4 		$327K Buy
+1,311
New +$320K 0.01% 768
2022
Q4 		– Sell
-1,122
Closed -$267K – 627
2022
Q3 		$267K Hold
1,122
– – 0.03% 438
2022
Q2 		$206K Buy
+1,122
New +$200K 0.02% 501

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

Caprock Group's AZPN Position: Q1 2025 in Review

Caprock Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,311 shares — an estimated $327K sold.

Caprock Group first reported a position in AZPN in Q2 2022 and held it in 3 quarters. The position peaked at $327K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Caprock Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Caprock Group sold 1,311 Aspen Technology Inc shares in Q1 2025, an estimated $327K.
  • Caprock Group first reported a position in Aspen Technology Inc in Q2 2022 and held it in 3 quarters.
  • Caprock Group's Aspen Technology Inc position peaked at $327K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.