C
AZPN

Covestor’s Aspen Technology Inc AZPN Stock Holding History

Covestor’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
-383
Closed -$95K – 2845
2024
Q4 		$95K Sell
383
-159
-29% -$38.8K 0.06% 564
2024
Q3 		$130K Buy
542
+178
+49% +$37.4K 0.08% 379
2024
Q2 		$72K Sell
364
-104
-22% -$21.4K 0.05% 693
2024
Q1 		$100K Buy
468
+124
+36% +$24.4K 0.06% 540
2023
Q4 		$76K Buy
344
+79
+30% +$15.2K 0.05% 663
2023
Q3 		$54K Sell
265
-19
-7% -$3.58K 0.04% 748
2023
Q2 		$48K Buy
284
+113
+66% +$21K 0.04% 797
2023
Q1 		$39K Sell
171
-71
-29% -$14.7K 0.03% 810
2022
Q4 		$50K Sell
242
-196
-45% -$45.5K 0.04% 731
2022
Q3 		$104K Buy
438
+230
+111% +$47.8K 0.09% 339
2022
Q2 		$38K Buy
+208
New +$37K 0.03% 820

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

Covestor's AZPN Position: Q1 2025 in Review

Covestor sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 383 shares — an estimated $95K sold.

Covestor first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $130K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Covestor reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Covestor sold 383 Aspen Technology Inc shares in Q1 2025, an estimated $95K.
  • Covestor first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Covestor's Aspen Technology Inc position peaked at $130K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Covestor's 13F filing for Q1 2025, filed 12 May 2025.