IFP
AZPN

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-520,184
Closed -$130M 26
2024
Q4
$130M Sell
520,184
-35,374
-6% -$8.83M 0.97% 22
2024
Q3
$133M Buy
555,558
+56,395
+11% +$13.5M 1.17% 21
2024
Q2
$99.1M Sell
499,163
-12,345
-2% -$2.45M 0.91% 22
2024
Q1
$109M Buy
511,508
+98,403
+24% +$21M 0.9% 21
2023
Q4
$90.9M Sell
413,105
-28,352
-6% -$6.24M 0.77% 24
2023
Q3
$90.2M Buy
441,457
+101,489
+30% +$20.7M 0.78% 23
2023
Q2
$57M Buy
+339,968
New +$57M 0.48% 24