Lido Advisors
AZPN

Lido Advisors’s Aspen Technology Inc AZPN Stock Holding History

Lido 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
-1,017
Closed -$254K – 1619
2024
Q4 		$254K Buy
+1,017
New +$248K ﹤0.01% 1290
2023
Q2 		– Sell
-875
Closed -$200K – 1312
2023
Q1 		$200K Buy
+875
New +$181K ﹤0.01% 1011

Other funds holding AZPN

DekaBank Deutsche Girozentrale
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
PS
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lido Advisors's AZPN Position: Q1 2025 in Review

Lido Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,017 shares — an estimated $254K sold.

Lido Advisors first reported a position in AZPN in Q1 2023 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Lido Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 1,017 Aspen Technology Inc shares in Q1 2025, an estimated $254K.
  • Lido Advisors first reported a position in Aspen Technology Inc in Q1 2023 and held it in 2 quarters.
  • Lido Advisors's Aspen Technology Inc position peaked at $254K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.