New Age Alpha Advisors’s Aspen Technology Inc AZPN Stock Holding History

New Age Alpha Advisors’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	-2,748	Closed	-$686K	–	1048
2024 Q4	$686K	Buy	+2,748	New	+$671K	0.03%	488

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New Age Alpha Advisors's AZPN Position: Q1 2025 in Review

New Age Alpha Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,748 shares — an estimated $686K sold.

New Age Alpha Advisors first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $686K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

New Age Alpha Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
New Age Alpha Advisors sold 2,748 Aspen Technology Inc shares in Q1 2025, an estimated $686K.
New Age Alpha Advisors first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
New Age Alpha Advisors's Aspen Technology Inc position peaked at $686K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on New Age Alpha Advisors's 13F filing for Q1 2025, filed 9 May 2025.