E. Ohman J:or Asset Management’s Aspen Technology Inc AZPN Stock Holding History

E. Ohman J:or Asset Management’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	-1,300	Closed	-$325K	–	434
2024 Q4	$325K	Hold	1,300	–	–	0.01%	411
2024 Q3	$310K	Hold	1,300	–	–	0.01%	394
2024 Q2	$258K	Hold	1,300	–	–	0.01%	403
2024 Q1	$277K	Hold	1,300	–	–	0.01%	407
2023 Q4	$286K	Hold	1,300	–	–	0.01%	392
2023 Q3	$266K	Hold	1,300	–	–	0.01%	400
2023 Q2	$218K	Hold	1,300	–	–	0.01%	418
2023 Q1	$298K	Hold	1,300	–	–	0.01%	405
2022 Q4	$267K	Buy	+1,300	New	+$302K	0.01%	406

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

E. Ohman J:or Asset Management's AZPN Position: Q1 2025 in Review

E. Ohman J:or Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,300 shares — an estimated $325K sold.

E. Ohman J:or Asset Management first reported a position in AZPN in Q4 2022 and held it in 9 quarters. The position peaked at $325K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

E. Ohman J:or Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
E. Ohman J:or Asset Management sold 1,300 Aspen Technology Inc shares in Q1 2025, an estimated $325K.
E. Ohman J:or Asset Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 9 quarters.
E. Ohman J:or Asset Management's Aspen Technology Inc position peaked at $325K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.