Envestnet Asset Management
AZPN

Envestnet Asset Management’s Aspen Technology Inc AZPN Stock Holding History

Envestnet 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
-172,813
Closed -$43.1M – 4501
2024
Q4 		$43.1M Sell
172,813
-18,101
-9% -$4.42M 0.01% 789
2024
Q3 		$45.6M Buy
190,914
+8,762
+5% +$1.84M 0.01% 764
2024
Q2 		$36.2M Buy
182,152
+7,078
+4% +$1.45M 0.01% 814
2024
Q1 		$37.3M Buy
175,074
+27,036
+18% +$5.33M 0.01% 791
2023
Q4 		$32.6M Buy
148,038
+13,552
+10% +$2.61M 0.01% 792
2023
Q3 		$27.5M Buy
134,486
+31,565
+31% +$5.94M 0.01% 824
2023
Q2 		$17.3M Sell
102,921
-205,934
-67% -$38.2M 0.01% 1000
2023
Q1 		$23.5M Buy
308,855
+227,335
+279% +$47.1M 0.01% 801
2022
Q4 		$16.7M Buy
81,520
+81
+0.1% +$18.8K 0.01% 945
2022
Q3 		$19.4M Buy
81,439
+1,483
+2% +$308K 0.01% 789
2022
Q2 		$14.7M Buy
+79,956
New +$14.2M 0.01% 953

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

Envestnet Asset Management's AZPN Position: Q1 2025 in Review

Envestnet Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 172,813 shares — an estimated $43.1M sold.

Envestnet Asset Management first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $45.6M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Envestnet Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 172,813 Aspen Technology Inc shares in Q1 2025, an estimated $43.1M.
  • Envestnet Asset Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Envestnet Asset Management's Aspen Technology Inc position peaked at $45.6M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.