HFO
AZPN

Heritage Family Offices’s Aspen Technology Inc AZPN Stock Holding History

Heritage Family Offices’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
-1,725
Closed -$431K – 197
2024
Q4 		$431K Buy
1,725
+47
+3% +$11.5K 0.21% 95
2024
Q3 		$401K Buy
1,678
+2
+0.1% +$421 0.21% 101
2024
Q2 		$333K Buy
+1,676
New +$344K 0.18% 105

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

Heritage Family Offices's AZPN Position: Q1 2025 in Review

Heritage Family Offices sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,725 shares — an estimated $431K sold.

Heritage Family Offices first reported a position in AZPN in Q2 2024 and held it in 3 quarters. The position peaked at $431K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Heritage Family Offices reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Heritage Family Offices sold 1,725 Aspen Technology Inc shares in Q1 2025, an estimated $431K.
  • Heritage Family Offices first reported a position in Aspen Technology Inc in Q2 2024 and held it in 3 quarters.
  • Heritage Family Offices's Aspen Technology Inc position peaked at $431K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Heritage Family Offices's 13F filing for Q1 2025, filed 10 Apr 2025.