NPA
AZPN

Nichols & Pratt Advisers’s Aspen Technology Inc AZPN Stock Holding History

Nichols & Pratt Advisers’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
-23,036
Closed -$5.75M – 102
2024
Q4 		$5.75M Sell
23,036
-6,740
-23% -$1.64M 0.38% 35
2024
Q3 		$7.11M Sell
29,776
-681
-2% -$143K 0.46% 36
2024
Q2 		$6.05M Buy
30,457
+1,042
+4% +$214K 0.41% 36
2024
Q1 		$6.27M Buy
29,415
+4,748
+19% +$936K 0.42% 37
2023
Q4 		$5.43M Buy
24,667
+8,689
+54% +$1.67M 0.39% 37
2023
Q3 		$3.26M Buy
15,978
+9,417
+144% +$1.77M 0.25% 48
2023
Q2 		$1.1M Buy
6,561
+4,292
+189% +$797K 0.08% 65
2023
Q1 		$519K Sell
2,269
-46
-2% -$9.54K 0.04% 81
2022
Q4 		$476K Hold
2,315
– – 0.04% 78
2022
Q3 		$551K Buy
+2,315
New +$481K 0.05% 75

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

Nichols & Pratt Advisers's AZPN Position: Q1 2025 in Review

Nichols & Pratt Advisers sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 23,036 shares — an estimated $5.75M sold.

Nichols & Pratt Advisers first reported a position in AZPN in Q3 2022 and held it in 10 quarters. The position peaked at $7.11M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Nichols & Pratt Advisers reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Nichols & Pratt Advisers sold 23,036 Aspen Technology Inc shares in Q1 2025, an estimated $5.75M.
  • Nichols & Pratt Advisers first reported a position in Aspen Technology Inc in Q3 2022 and held it in 10 quarters.
  • Nichols & Pratt Advisers's Aspen Technology Inc position peaked at $7.11M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2025, filed 29 Apr 2025.