J. Safra Sarasin Holding’s Aspen Technology Inc AZPN Stock Holding History

J. Safra Sarasin Holding’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	-10,867	Closed	-$2.71M	–	523
2024 Q4	$2.71M	Buy	+10,867	New	+$2.65M	0.05%	186

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

J. Safra Sarasin Holding's AZPN Position: Q1 2025 in Review

J. Safra Sarasin Holding sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 10,867 shares — an estimated $2.71M sold.

J. Safra Sarasin Holding first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $2.71M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

J. Safra Sarasin Holding reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
J. Safra Sarasin Holding sold 10,867 Aspen Technology Inc shares in Q1 2025, an estimated $2.71M.
J. Safra Sarasin Holding first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
J. Safra Sarasin Holding's Aspen Technology Inc position peaked at $2.71M in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2025, filed 9 May 2025.