Creative Planning
AZPN

Creative Planning’s Aspen Technology Inc AZPN Stock Holding History

Creative Planning’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
-1,649
Closed -$412K – 3773
2024
Q4 		$412K Sell
1,649
-186
-10% -$45.4K ﹤0.01% 2407
2024
Q3 		$438K Buy
1,835
+467
+34% +$98.2K ﹤0.01% 2221
2024
Q2 		$272K Buy
1,368
+291
+27% +$59.8K ﹤0.01% 2439
2024
Q1 		$230K Buy
1,077
+45
+4% +$8.87K ﹤0.01% 2467
2023
Q4 		$227K Sell
1,032
-162
-14% -$31.2K ﹤0.01% 2315
2023
Q3 		$244K Buy
+1,194
New +$225K ﹤0.01% 2100
2023
Q2 		– Sell
-1,223
Closed -$280K – 2871
2023
Q1 		$280K Buy
+1,223
New +$254K ﹤0.01% 1872
2022
Q4 		– Sell
-1,152
Closed -$274K – 2632
2022
Q3 		$274K Buy
+1,152
New +$240K ﹤0.01% 1711

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

Creative Planning's AZPN Position: Q1 2025 in Review

Creative Planning sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,649 shares — an estimated $412K sold.

Creative Planning first reported a position in AZPN in Q3 2022 and held it in 8 quarters. The position peaked at $438K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Creative Planning reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 1,649 Aspen Technology Inc shares in Q1 2025, an estimated $412K.
  • Creative Planning first reported a position in Aspen Technology Inc in Q3 2022 and held it in 8 quarters.
  • Creative Planning's Aspen Technology Inc position peaked at $438K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.