EWM
ANSS

Evercore Wealth Management’s Ansys ANSS Stock Holding History

Evercore Wealth Management’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-215,284
Closed -$75.6M – 414
2025
Q2 		$75.6M Sell
215,284
-5,762
-3% -$1.89M 1.18% 32
2025
Q1 		$70M Sell
221,046
-7,566
-3% -$2.54M 1.12% 31
2024
Q4 		$77.1M Buy
228,612
+678
+0.3% +$227K 1.16% 32
2024
Q3 		$72.6M Buy
227,934
+10,867
+5% +$3.45M 1.09% 34
2024
Q2 		$69.8M Sell
217,067
-3,826
-2% -$1.25M 1.1% 34
2024
Q1 		$76.7M Sell
220,893
-131
-0.1% -$44.3K 1.2% 33
2023
Q4 		$80.2M Buy
221,024
+12,452
+6% +$3.69M 1.34% 31
2023
Q3 		$62.1M Buy
208,572
+21,134
+11% +$6.69M 1.16% 34
2023
Q2 		$61.9M Sell
187,438
-879
-0.5% -$278K 1.14% 35
2023
Q1 		$62.7M Buy
188,317
+16,566
+10% +$4.67M 1.25% 35
2022
Q4 		$41.5M Buy
171,751
+219
+0.1% +$51K 0.87% 37
2022
Q3 		$38M Sell
171,532
-1,766
-1% -$451K 0.86% 39
2022
Q2 		$41.5M Sell
173,298
-1,354
-0.8% -$358K 0.87% 40
2022
Q1 		$55.5M Sell
174,652
-425
-0.2% -$139K 0.98% 36
2021
Q4 		$70.2M Sell
175,077
-289
-0.2% -$111K 1.14% 33
2021
Q3 		$59.7M Sell
175,366
-2,047
-1% -$739K 1.08% 35
2021
Q2 		$61.6M Buy
177,413
+5,874
+3% +$2.03M 1.13% 34
2021
Q1 		$58.2M Sell
171,539
-9,226
-5% -$3.28M 1.15% 34
2020
Q4 		$65.8M Sell
180,765
-565
-0.3% -$189K 1.42% 27
2020
Q3 		$59.3M Sell
181,330
-733
-0.4% -$230K 1.45% 26
2020
Q2 		$53.1M Sell
182,063
-2,455
-1% -$654K 1.42% 25
2020
Q1 		$42.9M Sell
184,518
-6,412
-3% -$1.65M 1.41% 26
2019
Q4 		$49.1M Buy
190,930
+245
+0.1% +$58K 1.32% 30
2019
Q3 		$42.2M Buy
190,685
+4,270
+2% +$899K 1.24% 29
2019
Q2 		$38.2M Buy
186,415
+9,342
+5% +$1.78M 1.16% 32
2019
Q1 		$32.4M Buy
177,073
+2,182
+1% +$369K 1.04% 34
2018
Q4 		$25M Sell
174,891
-3,646
-2% -$566K 0.94% 37
2018
Q3 		$33.3M Buy
178,537
+5,259
+3% +$941K 1.07% 34
2018
Q2 		$30.2M Buy
173,278
+6,290
+4% +$1.05M 1.03% 35
2018
Q1 		$26.2M Sell
166,988
-9,467
-5% -$1.51M 1% 35
2017
Q4 		$26M Sell
176,455
-2,677
-1% -$379K 0.97% 36
2017
Q3 		$22M Sell
179,132
-67,087
-27% -$8.42M 0.86% 40
2017
Q2 		$30M Sell
246,219
-5,340
-2% -$629K 1.16% 35
2017
Q1 		$26.9M Sell
251,559
-50,931
-17% -$5.1M 1.05% 37
2016
Q4 		$28M Sell
302,490
-9,023
-3% -$831K 1.16% 34
2016
Q3 		$28.8M Buy
311,513
+2,853
+0.9% +$266K 1.19% 31
2016
Q2 		$28M Buy
308,660
+2,359
+0.8% +$209K 1.23% 31
2016
Q1 		$27.4M Buy
306,301
+38,120
+14% +$3.29M 1.21% 31
2015
Q4 		$24.8M Buy
268,181
+6,519
+2% +$602K 1.15% 31
2015
Q3 		$23.1M Buy
261,662
+15,522
+6% +$1.43M 1.1% 33
2015
Q2 		$22.4M Buy
246,140
+5,431
+2% +$483K 1.01% 35
2015
Q1 		$21.2M Buy
240,709
+2,926
+1% +$247K 0.97% 38
2014
Q4 		$19.5M Buy
237,783
+11,130
+5% +$882K 0.97% 42
2014
Q3 		$17.1M Buy
226,653
+13,166
+6% +$1.03M 0.86% 42
2014
Q2 		$16.2M Buy
213,487
+28,601
+15% +$2.15M 0.83% 44
2014
Q1 		$14.2M Buy
184,886
+14,429
+8% +$1.17M 0.8% 45
2013
Q4 		$14.9M Buy
170,457
+18,094
+12% +$1.55M 0.82% 43
2013
Q3 		$13.2M Sell
152,363
-7,014
-4% -$586K 0.75% 43
2013
Q2 		$11.7M Buy
+159,377
New +$12M 0.66% 50

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Evercore Wealth Management's ANSS Position: Q3 2025 in Review

Evercore Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 215,284 shares — an estimated $75.6M sold.

Evercore Wealth Management first reported a position in ANSS in Q2 2013 and held it in 49 quarters. The position peaked at $80.2M in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Evercore Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 215,284 Ansys shares in Q3 2025, an estimated $75.6M.
  • Evercore Wealth Management first reported a position in Ansys in Q2 2013 and held it in 49 quarters.
  • Evercore Wealth Management's Ansys position peaked at $80.2M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.