CA
AZPN

CoreCap Advisors’s Aspen Technology Inc AZPN Stock Holding History

CoreCap 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
-488
Closed -$122K – 3338
2024
Q4 		$122K Sell
488
-630
-56% -$154K 0.01% 863
2024
Q3 		$267K Sell
1,118
-466
-29% -$98K 0.01% 600
2024
Q2 		$315K Sell
1,584
-206
-12% -$42.3K 0.03% 297
2024
Q1 		$382K Buy
1,790
+86
+5% +$17K 0.02% 445
2023
Q4 		$375K Buy
1,704
+6
+0.4% +$1.16K 0.02% 397
2023
Q3 		$347K Sell
1,698
-668
-28% -$126K 0.03% 387
2023
Q2 		$397K Buy
+2,366
New +$439K 0.03% 400
2022
Q4 		$336K Buy
+1,638
New +$381K 0.02% 430
2022
Q3 		– Sell
-5
Closed -$1K – 2191
2022
Q2 		$1K Buy
+5
New +$889 ﹤0.01% 2091

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

CoreCap Advisors's AZPN Position: Q1 2025 in Review

CoreCap Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 488 shares — an estimated $122K sold.

CoreCap Advisors first reported a position in AZPN in Q2 2022 and held it in 9 quarters. The position peaked at $397K in Q2 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • CoreCap Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • CoreCap Advisors sold 488 Aspen Technology Inc shares in Q1 2025, an estimated $122K.
  • CoreCap Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 9 quarters.
  • CoreCap Advisors's Aspen Technology Inc position peaked at $397K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.