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AZPN

NewEdge Advisors’s Aspen Technology Inc AZPN Stock Holding History

NewEdge 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
-166
Closed -$41.4K – 4133
2024
Q4 		$41.4K Sell
166
-7
-4% -$1.71K ﹤0.01% 2581
2024
Q3 		$41.3K Sell
173
-16
-8% -$3.37K ﹤0.01% 2498
2024
Q2 		$37.5K Buy
189
+16
+9% +$3.29K ﹤0.01% 2435
2024
Q1 		$36.9K Buy
173
+3
+2% +$591 ﹤0.01% 2414
2023
Q4 		$37.4K Buy
+170
New +$32.7K ﹤0.01% 2320
2023
Q3 		– Sell
-2
Closed -$335 – 3680
2023
Q2 		$335 Buy
+2
New +$371 ﹤0.01% 3350
2023
Q1 		– Sell
-26
Closed -$5.34K – 4230
2022
Q4 		$5.34K Sell
26
-5,587
-100% -$1.3M ﹤0.01% 2567
2022
Q3 		$1.34M Buy
+5,613
New +$1.17M 0.02% 543

Other funds holding AZPN

DekaBank Deutsche Girozentrale
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
PS
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewEdge Advisors's AZPN Position: Q1 2025 in Review

NewEdge Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 166 shares — an estimated $41.4K sold.

NewEdge Advisors first reported a position in AZPN in Q3 2022 and held it in 8 quarters. The position peaked at $1.34M in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • NewEdge Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 166 Aspen Technology Inc shares in Q1 2025, an estimated $41.4K.
  • NewEdge Advisors first reported a position in Aspen Technology Inc in Q3 2022 and held it in 8 quarters.
  • NewEdge Advisors's Aspen Technology Inc position peaked at $1.34M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.