Cerity Partners
AZPN

Cerity Partners’s Aspen Technology Inc AZPN Stock Holding History

Cerity Partners’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
-911
Closed -$218K – 2655
2024
Q4 		$218K Sell
911
-208
-19% -$50.8K ﹤0.01% 2197
2024
Q3 		$267K Buy
+1,119
New +$235K ﹤0.01% 2138
2024
Q2 		– Sell
-1,321
Closed -$282K – 2432
2024
Q1 		$282K Buy
+1,321
New +$260K ﹤0.01% 1906

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Cerity Partners's AZPN Position: Q1 2025 in Review

Cerity Partners sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 911 shares — an estimated $218K sold.

Cerity Partners first reported a position in AZPN in Q1 2024 and held it in 3 quarters. The position peaked at $282K in Q1 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Cerity Partners reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 911 Aspen Technology Inc shares in Q1 2025, an estimated $218K.
  • Cerity Partners first reported a position in Aspen Technology Inc in Q1 2024 and held it in 3 quarters.
  • Cerity Partners's Aspen Technology Inc position peaked at $282K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.