K2 Principal Fund’s Aspen Technology Inc AZPN Stock Holding History

K2 Principal Fund’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	-1,000	Closed	-$250K	–	404
2024 Q4	$250K	Buy	+1,000	New	+$244K	0.03%	226

Other funds holding AZPN

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

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

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

K2 Principal Fund's AZPN Position: Q1 2025 in Review

K2 Principal Fund sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,000 shares — an estimated $250K sold.

K2 Principal Fund first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $250K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

K2 Principal Fund reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
K2 Principal Fund sold 1,000 Aspen Technology Inc shares in Q1 2025, an estimated $250K.
K2 Principal Fund first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
K2 Principal Fund's Aspen Technology Inc position peaked at $250K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on K2 Principal Fund's 13F filing for Q1 2025, filed 15 May 2025.