CGH
AZPN

Crossmark Global Holdings’s Aspen Technology Inc AZPN Stock Holding History

Crossmark Global Holdings’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
-1,706
Closed -$426K – 1367
2024
Q4 		$426K Sell
1,706
-481
-22% -$117K 0.01% 900
2024
Q3 		$522K Buy
2,187
+303
+16% +$63.7K 0.01% 847
2024
Q2 		$374K Sell
1,884
-300
-14% -$61.6K 0.01% 954
2024
Q1 		$466K Buy
2,184
+58
+3% +$11.4K 0.01% 904
2023
Q4 		$468K Sell
2,126
-104
-5% -$20K 0.01% 872
2023
Q3 		$452K Sell
2,230
-103
-4% -$19.4K 0.01% 858
2023
Q2 		$411K Sell
2,333
-192
-8% -$35.6K 0.01% 935
2023
Q1 		$578K Buy
2,525
+114
+5% +$23.6K 0.01% 765
2022
Q4 		$496K Sell
2,411
-162
-6% -$37.6K 0.01% 795
2022
Q3 		$612K Buy
2,573
+20
+0.8% +$4.16K 0.02% 699
2022
Q2 		$469K Buy
+2,553
New +$454K 0.01% 834

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

Crossmark Global Holdings's AZPN Position: Q1 2025 in Review

Crossmark Global Holdings sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,706 shares — an estimated $426K sold.

Crossmark Global Holdings first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $612K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Crossmark Global Holdings reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 1,706 Aspen Technology Inc shares in Q1 2025, an estimated $426K.
  • Crossmark Global Holdings first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Crossmark Global Holdings's Aspen Technology Inc position peaked at $612K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Crossmark Global Holdings's 13F filing for Q1 2025, filed 30 Apr 2025.