DADC
AZPN

D.A. Davidson & Co’s Aspen Technology Inc AZPN Stock Holding History

D.A. Davidson & Co’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
-1,065
Closed -$266K – 1511
2024
Q4 		$266K Hold
1,065
– – ﹤0.01% 1243
2024
Q3 		$254K Sell
1,065
-3
-0.3% -$631 ﹤0.01% 1236
2024
Q2 		$212K Sell
1,068
-17
-2% -$3.49K ﹤0.01% 1268
2024
Q1 		$231K Sell
1,085
-4
-0.4% -$789 ﹤0.01% 1258
2023
Q4 		$240K Buy
1,089
+25
+2% +$4.81K ﹤0.01% 1190
2023
Q3 		$217K Sell
1,064
-324
-23% -$61K ﹤0.01% 1198
2023
Q2 		$233K Sell
1,388
-88
-6% -$16.3K ﹤0.01% 1191
2023
Q1 		$327K Hold
1,476
– – ﹤0.01% 1045
2022
Q4 		$303K Buy
1,476
+17
+1% +$3.95K ﹤0.01% 1038
2022
Q3 		$343K Buy
1,459
+10
+0.7% +$2.08K ﹤0.01% 956
2022
Q2 		$266K Buy
+1,449
New +$258K ﹤0.01% 1062

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 $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

D.A. Davidson & Co's AZPN Position: Q1 2025 in Review

D.A. Davidson & Co sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,065 shares — an estimated $266K sold.

D.A. Davidson & Co first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $343K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • D.A. Davidson & Co reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,065 Aspen Technology Inc shares in Q1 2025, an estimated $266K.
  • D.A. Davidson & Co first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • D.A. Davidson & Co's Aspen Technology Inc position peaked at $343K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.