Capstone Investment Advisors
AZPN

Capstone Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

Capstone Investment Advisors’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
-2,100
Closed -$524K – 1966
2024
Q4 		$524K Sell
2,100
-1,990
-49% -$486K ﹤0.01% 1300
2024
Q3 		$977K Buy
+4,090
New +$860K ﹤0.01% 967
2024
Q1 		– Sell
-1,146
Closed -$252K – 2605
2023
Q4 		$252K Buy
+1,146
New +$221K ﹤0.01% 1677
2023
Q3 		– Sell
-2,699
Closed -$452K – 2325
2023
Q2 		$452K Buy
+2,699
New +$501K ﹤0.01% 1202

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

Capstone Investment Advisors's AZPN Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,100 shares — an estimated $524K sold.

Capstone Investment Advisors first reported a position in AZPN in Q2 2023 and held it in 4 quarters. The position peaked at $977K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,100 Aspen Technology Inc shares in Q1 2025, an estimated $524K.
  • Capstone Investment Advisors first reported a position in Aspen Technology Inc in Q2 2023 and held it in 4 quarters.
  • Capstone Investment Advisors's Aspen Technology Inc position peaked at $977K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.