IFP
AZPN

Independent Franchise Partners’s Aspen Technology Inc AZPN Stock Holding History

Independent Franchise Partners’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
-520,184
Closed -$130M – 26
2024
Q4 		$130M Sell
520,184
-35,374
-6% -$8.63M 0.97% 22
2024
Q3 		$133M Buy
555,558
+56,395
+11% +$11.9M 1.17% 21
2024
Q2 		$99.1M Sell
499,163
-12,345
-2% -$2.54M 0.91% 22
2024
Q1 		$109M Buy
511,508
+98,403
+24% +$19.4M 0.9% 21
2023
Q4 		$90.9M Sell
413,105
-28,352
-6% -$5.46M 0.77% 24
2023
Q3 		$90.2M Buy
441,457
+101,489
+30% +$19.1M 0.78% 23
2023
Q2 		$57M Buy
+339,968
New +$63.1M 0.48% 24

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

Independent Franchise Partners's AZPN Position: Q1 2025 in Review

Independent Franchise Partners sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 520,184 shares — an estimated $130M sold.

Independent Franchise Partners first reported a position in AZPN in Q2 2023 and held it in 7 quarters. The position peaked at $133M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Independent Franchise Partners reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Independent Franchise Partners sold 520,184 Aspen Technology Inc shares in Q1 2025, an estimated $130M.
  • Independent Franchise Partners first reported a position in Aspen Technology Inc in Q2 2023 and held it in 7 quarters.
  • Independent Franchise Partners's Aspen Technology Inc position peaked at $133M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Independent Franchise Partners's 13F filing for Q1 2025, filed 14 May 2025.