FFA
AZPN

Farther Finance Advisors’s Aspen Technology Inc AZPN Stock Holding History

Farther Finance 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
-365
Closed -$91.1K – 4443
2024
Q4 		$91.1K Sell
365
-146
-29% -$35.6K ﹤0.01% 1342
2024
Q3 		$122K Sell
511
-322
-39% -$67.7K ﹤0.01% 1214
2024
Q2 		$165K Buy
833
+823
+8,230% +$169K 0.01% 923
2024
Q1 		$2.15K Buy
10
+4
+67% +$789 ﹤0.01% 2463
2023
Q4 		$1.32K Sell
6
-4
-40% -$770 ﹤0.01% 2617
2023
Q3 		$2.04K Hold
10
– – ﹤0.01% 1848
2023
Q2 		$1.68K Hold
10
– – ﹤0.01% 1822
2023
Q1 		$2.29K Sell
10
-2
-17% -$415 ﹤0.01% 1591
2022
Q4 		$2.46K Buy
+12
New +$2.79K ﹤0.01% 1382

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

Farther Finance Advisors's AZPN Position: Q1 2025 in Review

Farther Finance Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 365 shares — an estimated $91.1K sold.

Farther Finance Advisors first reported a position in AZPN in Q4 2022 and held it in 9 quarters. The position peaked at $165K in Q2 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Farther Finance Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 365 Aspen Technology Inc shares in Q1 2025, an estimated $91.1K.
  • Farther Finance Advisors first reported a position in Aspen Technology Inc in Q4 2022 and held it in 9 quarters.
  • Farther Finance Advisors's Aspen Technology Inc position peaked at $165K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.