ECM
AZPN

Exchange Capital Management’s Aspen Technology Inc AZPN Stock Holding History

Exchange Capital 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
-1,179
Closed -$294K – 214
2024
Q4 		$294K Hold
1,179
– – 0.05% 191
2024
Q3 		$282K Sell
1,179
-103
-8% -$21.7K 0.04% 178
2024
Q2 		$255K Sell
1,282
-52
-4% -$10.7K 0.04% 182
2024
Q1 		$285K Sell
1,334
-10
-0.7% -$1.97K 0.05% 172
2023
Q4 		$296K Sell
1,344
-132
-9% -$25.4K 0.05% 166
2023
Q3 		$301K Sell
1,476
-104
-7% -$19.6K 0.06% 158
2023
Q2 		$265K Hold
1,580
– – 0.05% 163
2023
Q1 		$362K Hold
1,580
– – 0.07% 146
2022
Q4 		$325K Sell
1,580
-20
-1% -$4.65K 0.07% 143
2022
Q3 		$381K Sell
1,600
-10
-0.6% -$2.08K 0.09% 139
2022
Q2 		$296K Buy
+1,610
New +$286K 0.06% 147

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 $106M AUM 28.04% 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

Exchange Capital Management's AZPN Position: Q1 2025 in Review

Exchange Capital Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,179 shares — an estimated $294K sold.

Exchange Capital Management first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $381K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Exchange Capital Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Exchange Capital Management sold 1,179 Aspen Technology Inc shares in Q1 2025, an estimated $294K.
  • Exchange Capital Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Exchange Capital Management's Aspen Technology Inc position peaked at $381K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Exchange Capital Management's 13F filing for Q1 2025, filed 1 May 2025.