NW
AZPN

NewEdge Wealth’s Aspen Technology Inc AZPN Stock Holding History

NewEdge Wealth’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
-27,304
Closed -$6.82M – 992
2024
Q4 		$6.82M Sell
27,304
-626
-2% -$153K 0.12% 149
2024
Q3 		$6.67M Buy
27,930
+2,242
+9% +$472K 0.12% 153
2024
Q2 		$5.1M Buy
25,688
+378
+1% +$77.7K 0.11% 162
2024
Q1 		$5.1M Buy
25,310
+1,484
+6% +$293K 0.11% 161
2023
Q4 		$5.25M Buy
23,826
+356
+2% +$68.5K 0.13% 137
2023
Q3 		$4.79M Buy
23,470
+1,142
+5% +$215K 0.15% 134
2023
Q2 		$3.74M Buy
22,328
+392
+2% +$72.8K 0.13% 149
2023
Q1 		$5.02M Buy
21,936
+4,863
+28% +$1.01M 0.19% 118
2022
Q4 		$3.51M Buy
17,073
+820
+5% +$191K 0.15% 131
2022
Q3 		$3.87M Buy
16,253
+946
+6% +$197K 0.18% 121
2022
Q2 		$2.81M Buy
+15,307
New +$2.72M 0.13% 146

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 Wealth's AZPN Position: Q1 2025 in Review

NewEdge Wealth sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 27,304 shares — an estimated $6.82M sold.

NewEdge Wealth first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $6.82M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • NewEdge Wealth reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • NewEdge Wealth sold 27,304 Aspen Technology Inc shares in Q1 2025, an estimated $6.82M.
  • NewEdge Wealth first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • NewEdge Wealth's Aspen Technology Inc position peaked at $6.82M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on NewEdge Wealth's 13F filing for Q1 2025, filed 9 May 2025.