Envestnet Portfolio Solutions
AZPN

Envestnet Portfolio Solutions’s Aspen Technology Inc AZPN Stock Holding History

Envestnet Portfolio Solutions’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
-4,875
Closed -$1.22M – 1809
2024
Q4 		$1.22M Sell
4,875
-1,149
-19% -$280K ﹤0.01% 838
2024
Q3 		$1.44M Buy
6,024
+540
+10% +$114K ﹤0.01% 778
2024
Q2 		$1.09M Sell
5,484
-229
-4% -$47.1K ﹤0.01% 832
2024
Q1 		$1.22M Sell
5,713
-571
-9% -$113K ﹤0.01% 788
2023
Q4 		$1.38M Buy
6,284
+831
+15% +$160K 0.01% 695
2023
Q3 		$1.11M Buy
+5,453
New +$1.03M 0.01% 725

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

Envestnet Portfolio Solutions's AZPN Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 4,875 shares — an estimated $1.22M sold.

Envestnet Portfolio Solutions first reported a position in AZPN in Q3 2023 and held it in 6 quarters. The position peaked at $1.44M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,875 Aspen Technology Inc shares in Q1 2025, an estimated $1.22M.
  • Envestnet Portfolio Solutions first reported a position in Aspen Technology Inc in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Aspen Technology Inc position peaked at $1.44M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.