FFM
ANSS

Forum Financial Management’s Ansys ANSS Stock Holding History

Forum Financial 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
-1,132
Closed -$398K – 1010
2025
Q2 		$398K Sell
1,132
-10
-0.9% -$3.27K 0.01% 512
2025
Q1 		$362K Sell
1,142
-55
-5% -$18.5K 0.01% 495
2024
Q4 		$404K Buy
1,197
+251
+27% +$84.2K 0.01% 474
2024
Q3 		$301K Buy
946
+6
+0.6% +$1.91K 0.01% 513
2024
Q2 		$302K Hold
940
– – 0.01% 475
2024
Q1 		$326K Hold
940
– – 0.01% 466
2023
Q4 		$341K Buy
+940
New +$278K 0.01% 405
2022
Q1 		– Sell
-652
Closed -$262K – 615
2021
Q4 		$262K Buy
+652
New +$251K 0.01% 478

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 $2.2B AUM 26.68% 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 $4.82B AUM 20.19% 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

Forum Financial Management's ANSS Position: Q3 2025 in Review

Forum Financial Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 1,132 shares — an estimated $398K sold.

Forum Financial Management first reported a position in ANSS in Q4 2021 and held it in 8 quarters. The position peaked at $404K in Q4 2024. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Forum Financial Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,132 Ansys shares in Q3 2025, an estimated $398K.
  • Forum Financial Management first reported a position in Ansys in Q4 2021 and held it in 8 quarters.
  • Forum Financial Management's Ansys position peaked at $404K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.