Dimensional Fund Advisors
AZPN

Dimensional Fund Advisors’s Aspen Technology Inc AZPN Stock Holding History

Dimensional Fund 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
-623,820
Closed -$156M – 3367
2024
Q4 		$156M Buy
623,820
+12,456
+2% +$3.04M 0.04% 656
2024
Q3 		$146M Buy
611,364
+86,760
+17% +$18.2M 0.04% 714
2024
Q2 		$104M Buy
524,604
+109,783
+26% +$22.6M 0.03% 934
2024
Q1 		$88.5M Buy
414,821
+101,716
+32% +$20.1M 0.02% 1037
2023
Q4 		$68.9M Buy
313,105
+16,649
+6% +$3.2M 0.02% 1208
2023
Q3 		$60.6M Buy
296,456
+86,854
+41% +$16.3M 0.02% 1217
2023
Q2 		$35.1M Buy
209,602
+796
+0.4% +$148K 0.01% 1609
2023
Q1 		$47.8M Sell
208,806
-368
-0.2% -$76.3K 0.02% 1364
2022
Q4 		$43K Buy
209,174
+103
+0% +$23.9K 0.01% 1418
2022
Q3 		$49.8M Buy
209,071
+2,521
+1% +$524K 0.02% 1230
2022
Q2 		$38M Buy
+206,550
New +$36.7M 0.01% 1508

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

Dimensional Fund Advisors's AZPN Position: Q1 2025 in Review

Dimensional Fund Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 623,820 shares — an estimated $156M sold.

Dimensional Fund Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $156M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Dimensional Fund Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 623,820 Aspen Technology Inc shares in Q1 2025, an estimated $156M.
  • Dimensional Fund Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Dimensional Fund Advisors's Aspen Technology Inc position peaked at $156M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Dimensional Fund Advisors's 13F filing for Q1 2025, filed 13 May 2025.