LC
AZPN

Lindbrook Capital’s Aspen Technology Inc AZPN Stock Holding History

Lindbrook Capital’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
-17
Closed -$4.24K – 2954
2024
Q4 		$4.24K Buy
17
+1
+6% +$244 ﹤0.01% 2056
2024
Q3 		$3.82K Sell
16
-27
-63% -$5.68K ﹤0.01% 2126
2024
Q2 		$8.54K Buy
43
+30
+231% +$6.16K ﹤0.01% 1716
2024
Q1 		$2.77K Buy
13
+2
+18% +$394 ﹤0.01% 2127
2023
Q4 		$2.42K Sell
11
-4
-27% -$770 ﹤0.01% 2201
2023
Q3 		$3.06K Buy
+15
New +$2.82K ﹤0.01% 1976
2023
Q2 		– Sell
-3
Closed -$687 – 2872
2023
Q1 		$687 Buy
+3
New +$622 ﹤0.01% 2535
2022
Q4 		– Sell
-27
Closed -$6.27K – 3039
2022
Q3 		$6K Buy
+27
New +$5.62K ﹤0.01% 1618

Other funds holding AZPN

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

Lindbrook Capital's AZPN Position: Q1 2025 in Review

Lindbrook Capital sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 17 shares — an estimated $4.24K sold.

Lindbrook Capital first reported a position in AZPN in Q3 2022 and held it in 8 quarters. The position peaked at $8.54K in Q2 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Lindbrook Capital reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 17 Aspen Technology Inc shares in Q1 2025, an estimated $4.24K.
  • Lindbrook Capital first reported a position in Aspen Technology Inc in Q3 2022 and held it in 8 quarters.
  • Lindbrook Capital's Aspen Technology Inc position peaked at $8.54K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.