EBA
AZPN

Eagle Bay Advisors’s Aspen Technology Inc AZPN Stock Holding History

Eagle Bay 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
-591
Closed -$148K – 992
2024
Q4 		$148K Sell
591
-76
-11% -$18.5K 0.09% 144
2024
Q3 		$159K Sell
667
-45
-6% -$9.46K 0.06% 204
2024
Q2 		$141K Sell
712
-21
-3% -$4.32K 0.09% 164
2024
Q1 		$156K Sell
733
-169
-19% -$33.3K 0.1% 154
2023
Q4 		$199K Buy
902
+102
+13% +$19.6K 0.13% 136
2023
Q3 		$163K Buy
800
+316
+65% +$59.5K 0.08% 166
2023
Q2 		$81.1K Sell
484
-274
-36% -$50.9K 0.05% 264
2023
Q1 		$173K Buy
758
+148
+24% +$30.7K 0.1% 146
2022
Q4 		$125K Buy
610
+59
+11% +$13.7K 0.07% 189
2022
Q3 		$132K Buy
551
+219
+66% +$45.5K 0.08% 164
2022
Q2 		$61K Buy
+332
New +$59K 0.04% 317

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

Eagle Bay Advisors's AZPN Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 591 shares — an estimated $148K sold.

Eagle Bay Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $199K in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 591 Aspen Technology Inc shares in Q1 2025, an estimated $148K.
  • Eagle Bay Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Eagle Bay Advisors's Aspen Technology Inc position peaked at $199K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.