MG
AZPN

Mather Group’s Aspen Technology Inc AZPN Stock Holding History

Mather Group’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
-40
Closed -$9.98K – 1876
2024
Q4 		$9.98K Buy
40
+35
+700% +$8.54K ﹤0.01% 1246
2024
Q3 		$1.19K Sell
5
-130
-96% -$27.3K ﹤0.01% 1543
2024
Q2 		$28.8K Buy
135
+130
+2,600% +$26.7K ﹤0.01% 1160
2024
Q1 		$1.1K Buy
+5
New +$986 ﹤0.01% 1614

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

Mather Group's AZPN Position: Q1 2025 in Review

Mather Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 40 shares — an estimated $9.98K sold.

Mather Group first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $28.8K in Q2 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Mather Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Mather Group sold 40 Aspen Technology Inc shares in Q1 2025, an estimated $9.98K.
  • Mather Group first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • Mather Group's Aspen Technology Inc position peaked at $28.8K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.