MFP
AZPN

Meridian Financial Partners’s Aspen Technology Inc AZPN Stock Holding History

Meridian Financial Partners’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
-1,764
Closed -$440K – 109
2024
Q4 		$440K Hold
1,764
– – 0.23% 65
2024
Q3 		$421K Hold
1,764
– – 0.21% 71
2024
Q2 		$340K Hold
1,764
– – 0.2% 66
2024
Q1 		$354K Hold
1,764
– – 0.46% 32
2023
Q4 		$350K Hold
1,764
– – 0.36% 38
2023
Q3 		$334K Hold
1,764
– – 0.34% 41
2023
Q2 		$309K Hold
1,764
– – 0.19% 65
2023
Q1 		$407K Hold
1,764
– – 0.46% 34
2022
Q4 		$342K Hold
1,764
– – 0.38% 37
2022
Q3 		$427K Hold
1,764
– – 0.61% 29
2022
Q2 		$346K Buy
+1,764
New +$314K 0.23% 67

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

Meridian Financial Partners's AZPN Position: Q1 2025 in Review

Meridian Financial Partners sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,764 shares — an estimated $440K sold.

Meridian Financial Partners first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $440K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Meridian Financial Partners reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Meridian Financial Partners sold 1,764 Aspen Technology Inc shares in Q1 2025, an estimated $440K.
  • Meridian Financial Partners first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Meridian Financial Partners's Aspen Technology Inc position peaked at $440K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Meridian Financial Partners's 13F filing for Q1 2025, filed 14 Apr 2025.