FFM
AZPN

Forum Financial Management’s Aspen Technology Inc AZPN Stock Holding History

Forum Financial 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
-1,862
Closed -$465K – 945
2024
Q4 		$465K Buy
1,862
+993
+114% +$242K 0.01% 402
2024
Q3 		$208K Buy
+869
New +$183K ﹤0.01% 708

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 $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

Forum Financial Management's AZPN Position: Q1 2025 in Review

Forum Financial Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,862 shares — an estimated $465K sold.

Forum Financial Management first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $465K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Forum Financial Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,862 Aspen Technology Inc shares in Q1 2025, an estimated $465K.
  • Forum Financial Management first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • Forum Financial Management's Aspen Technology Inc position peaked at $465K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.