MFS
AZPN

Mirabella Financial Services’s Aspen Technology Inc AZPN Stock Holding History

Mirabella Financial Services’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
-11,105
Closed -$2.77M – 316
2024
Q4 		$2.77M Sell
11,105
-2,305
-17% -$562K 0.25% 79
2024
Q3 		$3.14M Buy
13,410
+5,908
+79% +$1.24M 0.17% 80
2024
Q2 		$1.49M Buy
+7,502
New +$1.54M 0.11% 106
2024
Q1 		– Sell
-2,000
Closed -$440K – 741
2023
Q4 		$440K Buy
+2,000
New +$385K 0.06% 243
2023
Q2 		– Sell
-4,134
Closed -$946K – 695
2023
Q1 		$946K Buy
+4,134
New +$857K 0.14% 141

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

Mirabella Financial Services's AZPN Position: Q1 2025 in Review

Mirabella Financial Services sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 11,105 shares — an estimated $2.77M sold.

Mirabella Financial Services first reported a position in AZPN in Q1 2023 and held it in 5 quarters. The position peaked at $3.14M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Mirabella Financial Services reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Mirabella Financial Services sold 11,105 Aspen Technology Inc shares in Q1 2025, an estimated $2.77M.
  • Mirabella Financial Services first reported a position in Aspen Technology Inc in Q1 2023 and held it in 5 quarters.
  • Mirabella Financial Services's Aspen Technology Inc position peaked at $3.14M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Mirabella Financial Services's 13F filing for Q1 2025, filed 15 May 2025.