FORA Capital’s Aspen Technology Inc AZPN Stock Holding History

FORA Capital’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	-7,273	Closed	-$1.82M	–	667
2024 Q4	$1.82M	Buy	+7,273	New	+$1.77M	0.21%	146
2023 Q3	–	Sell	-7,777	Closed	-$1.3M	–	605
2023 Q2	$1.3M	Buy	+7,777	New	+$1.44M	0.19%	139
2023 Q1	–	Sell	-2,182	Closed	-$448K	–	731
2022 Q4	$448K	Buy	+2,182	New	+$507K	0.07%	291

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FORA Capital's AZPN Position: Q1 2025 in Review

FORA Capital sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 7,273 shares — an estimated $1.82M sold.

FORA Capital first reported a position in AZPN in Q4 2022 and held it in 3 quarters. The position peaked at $1.82M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

FORA Capital reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
FORA Capital sold 7,273 Aspen Technology Inc shares in Q1 2025, an estimated $1.82M.
FORA Capital first reported a position in Aspen Technology Inc in Q4 2022 and held it in 3 quarters.
FORA Capital's Aspen Technology Inc position peaked at $1.82M in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.