EA
AZPN

Everpar Advisors’s Aspen Technology Inc AZPN Stock Holding History

Everpar 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
-2,138
Closed -$534K – 277
2024
Q4 		$534K Sell
2,138
-15
-0.7% -$3.66K 0.27% 96
2024
Q3 		$514K Buy
2,153
+32
+2% +$6.73K 0.27% 110
2024
Q2 		$421K Buy
2,121
+138
+7% +$28.4K 0.21% 151
2024
Q1 		$423K Sell
1,983
-1,236
-38% -$244K 0.26% 131
2023
Q4 		$709K Buy
+3,219
New +$620K 0.33% 109

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

Everpar Advisors's AZPN Position: Q1 2025 in Review

Everpar Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,138 shares — an estimated $534K sold.

Everpar Advisors first reported a position in AZPN in Q4 2023 and held it in 5 quarters. The position peaked at $709K in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Everpar Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Everpar Advisors sold 2,138 Aspen Technology Inc shares in Q1 2025, an estimated $534K.
  • Everpar Advisors first reported a position in Aspen Technology Inc in Q4 2023 and held it in 5 quarters.
  • Everpar Advisors's Aspen Technology Inc position peaked at $709K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Everpar Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.