HighTower Advisors
AZPN

HighTower Advisors’s Aspen Technology Inc AZPN Stock Holding History

HighTower 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
-3,386
Closed -$845K – 4100
2024
Q4 		$845K Buy
3,386
+165
+5% +$40.3K ﹤0.01% 2084
2024
Q3 		$763K Buy
3,221
+167
+5% +$35.1K ﹤0.01% 2096
2024
Q2 		$610K Sell
3,054
-34
-1% -$6.99K ﹤0.01% 2180
2024
Q1 		$654K Sell
3,088
-2,498
-45% -$492K ﹤0.01% 2085
2023
Q4 		$1.24M Buy
5,586
+2,873
+106% +$553K ﹤0.01% 1733
2023
Q3 		$559K Buy
2,713
+1,055
+64% +$199K ﹤0.01% 2161
2023
Q2 		$282K Buy
1,658
+154
+10% +$28.6K ﹤0.01% 2608
2023
Q1 		$345K Sell
1,504
-981
-39% -$203K ﹤0.01% 2362
2022
Q4 		$491K Buy
2,485
+3
+0.1% +$697 ﹤0.01% 2139
2022
Q3 		$559K Sell
2,482
-129
-5% -$26.8K ﹤0.01% 1947
2022
Q2 		$469K Buy
+2,611
New +$464K ﹤0.01% 2092

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 $93.6M AUM 21.1% 1-Year Est. Return
PS
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HighTower Advisors's AZPN Position: Q1 2025 in Review

HighTower Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 3,386 shares — an estimated $845K sold.

HighTower Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $1.24M in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • HighTower Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 3,386 Aspen Technology Inc shares in Q1 2025, an estimated $845K.
  • HighTower Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • HighTower Advisors's Aspen Technology Inc position peaked at $1.24M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.