Legacy Advisors’s Aspen Technology Inc AZPN Stock Holding History

Legacy 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	-2,327	Closed	-$581K	–	475
2024 Q4	$581K	Buy	2,327 +13	+0.6%	+$3.17K	0.06%	237
2024 Q3	$553K	Sell	2,314 -88	-4%	-$18.5K	0.06%	230
2024 Q2	$477K	Buy	2,402 +37	+2%	+$7.6K	0.06%	214
2024 Q1	$504K	Buy	2,365 +183	+8%	+$36.1K	0.06%	204
2023 Q4	$480K	Buy	2,182 +306	+16%	+$58.9K	0.06%	198
2023 Q3	$383K	Buy	1,876 +108	+6%	+$20.3K	0.06%	209
2023 Q2	$296K	Buy	+1,768	New	+$328K	0.04%	222

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

Legacy Advisors's AZPN Position: Q1 2025 in Review

Legacy Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,327 shares — an estimated $581K sold.

Legacy Advisors first reported a position in AZPN in Q2 2023 and held it in 7 quarters. The position peaked at $581K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Legacy Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Legacy Advisors sold 2,327 Aspen Technology Inc shares in Q1 2025, an estimated $581K.
Legacy Advisors first reported a position in Aspen Technology Inc in Q2 2023 and held it in 7 quarters.
Legacy Advisors's Aspen Technology Inc position peaked at $581K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.