LPL Financial
AZPN

LPL Financial’s Aspen Technology Inc AZPN Stock Holding History

LPL Financial’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
-25,977
Closed -$6.48M – 5553
2024
Q4 		$6.48M Sell
25,977
-4,015
-13% -$980K ﹤0.01% 1853
2024
Q3 		$7.16M Buy
29,992
+3,624
+14% +$762K ﹤0.01% 1713
2024
Q2 		$5.24M Buy
26,368
+1,501
+6% +$308K ﹤0.01% 1805
2024
Q1 		$5.3M Buy
24,867
+2,622
+12% +$517K ﹤0.01% 1727
2023
Q4 		$4.9M Buy
22,245
+2,857
+15% +$550K ﹤0.01% 1696
2023
Q3 		$3.96M Buy
19,388
+3,179
+20% +$598K ﹤0.01% 1733
2023
Q2 		$2.72M Buy
16,209
+1,540
+10% +$286K ﹤0.01% 1998
2023
Q1 		$3.36M Buy
14,669
+814
+6% +$169K ﹤0.01% 1775
2022
Q4 		$2.85M Sell
13,855
-768
-5% -$178K ﹤0.01% 1808
2022
Q3 		$3.48M Buy
14,623
+1,618
+12% +$336K ﹤0.01% 1620
2022
Q2 		$2.39M Buy
+13,005
New +$2.31M ﹤0.01% 1896

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

LPL Financial's AZPN Position: Q1 2025 in Review

LPL Financial sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 25,977 shares — an estimated $6.48M sold.

LPL Financial first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $7.16M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • LPL Financial reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 25,977 Aspen Technology Inc shares in Q1 2025, an estimated $6.48M.
  • LPL Financial first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • LPL Financial's Aspen Technology Inc position peaked at $7.16M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.