CWM
AZPN

CIBC World Markets’s Aspen Technology Inc AZPN Stock Holding History

CIBC World Markets’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
-1,288
Closed -$322K – 1878
2024
Q4 		$322K Sell
1,288
-373
-22% -$91K ﹤0.01% 900
2024
Q3 		$397K Buy
1,661
+119
+8% +$25K ﹤0.01% 691
2024
Q2 		$306K Buy
1,542
+368
+31% +$75.6K ﹤0.01% 690
2024
Q1 		$250K Buy
+1,174
New +$231K ﹤0.01% 788

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 $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

CIBC World Markets's AZPN Position: Q1 2025 in Review

CIBC World Markets sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,288 shares — an estimated $322K sold.

CIBC World Markets first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $397K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • CIBC World Markets reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • CIBC World Markets sold 1,288 Aspen Technology Inc shares in Q1 2025, an estimated $322K.
  • CIBC World Markets first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • CIBC World Markets's Aspen Technology Inc position peaked at $397K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on CIBC World Markets's 13F filing for Q1 2025, filed 13 May 2025.