Carlson Capital’s Ansys ANSS Stock Holding History

Carlson Capital’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	-2,500	Closed	-$878K	–	64
2025 Q2	$878K	Sell	2,500 -600	-19%	-$197K	0.36%	22
2025 Q1	$981K	Buy	+3,100	New	+$1.04M	0.38%	14
2024 Q3	–	Sell	-10,000	Closed	-$3.21M	–	8
2024 Q2	$3.21M	Buy	+10,000	New	+$3.28M	0.5%	59
2024 Q1	–	Sell	-11,400	Closed	-$4.14M	–	115
2023 Q4	$4.14M	Buy	+11,400	New	+$3.38M	0.33%	77

Other funds holding ANSS

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

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

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

Carlson Capital's ANSS Position: Q3 2025 in Review

Carlson Capital sold out of Ansys (ANSS) in Q3 2025, closing a stake of 2,500 shares — an estimated $878K sold.

Carlson Capital first reported a position in ANSS in Q4 2023 and held it in 4 quarters. The position peaked at $4.14M in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Carlson Capital reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Carlson Capital sold 2,500 Ansys shares in Q3 2025, an estimated $878K.
Carlson Capital first reported a position in Ansys in Q4 2023 and held it in 4 quarters.
Carlson Capital's Ansys position peaked at $4.14M in Q4 2023.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Carlson Capital's 13F filing for Q3 2025, filed 5 Nov 2025.