CA
AZPN

Clearstead Advisors’s Aspen Technology Inc AZPN Stock Holding History

Clearstead 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
-1,068
Closed -$267K – 2326
2024
Q4 		$267K Sell
1,068
-428
-29% -$104K ﹤0.01% 766
2024
Q3 		$357K Buy
1,496
+1
+0.1% +$210 0.01% 659
2024
Q2 		$297K Buy
+1,495
New +$307K 0.01% 683
2023
Q2 		– Sell
-18
Closed -$4.12K – 1451
2023
Q1 		$4.12K Buy
+18
New +$3.73K ﹤0.01% 1042

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

Clearstead Advisors's AZPN Position: Q1 2025 in Review

Clearstead Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,068 shares — an estimated $267K sold.

Clearstead Advisors first reported a position in AZPN in Q1 2023 and held it in 4 quarters. The position peaked at $357K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Clearstead Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1,068 Aspen Technology Inc shares in Q1 2025, an estimated $267K.
  • Clearstead Advisors first reported a position in Aspen Technology Inc in Q1 2023 and held it in 4 quarters.
  • Clearstead Advisors's Aspen Technology Inc position peaked at $357K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.