MA
AZPN

Montag & Associates’s Aspen Technology Inc AZPN Stock Holding History

Montag & Associates’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
-4
Closed -$1.03K – 1041
2024
Q4 		$1.03K Hold
4
– – ﹤0.01% 950
2024
Q3 		$982 Buy
+4
New +$841 ﹤0.01% 981

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

Montag & Associates's AZPN Position: Q1 2025 in Review

Montag & Associates sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 4 shares — an estimated $1.03K sold.

Montag & Associates first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $1.03K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Montag & Associates reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Montag & Associates sold 4 Aspen Technology Inc shares in Q1 2025, an estimated $1.03K.
  • Montag & Associates first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • Montag & Associates's Aspen Technology Inc position peaked at $1.03K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Montag & Associates's 13F filing for Q1 2025, filed 5 May 2025.