Nisa Investment Advisors
AZPN

Nisa Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

Nisa Investment 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
-107
Closed -$26.7K – 3076
2024
Q4 		$26.7K Sell
107
-200
-65% -$48.8K ﹤0.01% 1850
2024
Q3 		$73.3K Sell
307
-103
-25% -$21.7K ﹤0.01% 1534
2024
Q2 		$81.4K Sell
410
-204
-33% -$41.9K ﹤0.01% 1525
2024
Q1 		$131K Sell
614
-598
-49% -$118K ﹤0.01% 1402
2023
Q4 		$267K Buy
1,212
+401
+49% +$77.2K ﹤0.01% 1226
2023
Q3 		$166K Buy
811
+1
+0.1% +$188 ﹤0.01% 1354
2023
Q2 		$136K Buy
810
+694
+598% +$129K ﹤0.01% 1429
2023
Q1 		$27K Sell
116
-35
-23% -$7.26K ﹤0.01% 1915
2022
Q4 		$31K Buy
151
+3
+2% +$697 ﹤0.01% 1929
2022
Q3 		$35K Buy
148
+22
+17% +$4.58K ﹤0.01% 1879
2022
Q2 		$23K Buy
+126
New +$22.4K ﹤0.01% 2018

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

Nisa Investment Advisors's AZPN Position: Q1 2025 in Review

Nisa Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 107 shares — an estimated $26.7K sold.

Nisa Investment Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $267K in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Nisa Investment Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 107 Aspen Technology Inc shares in Q1 2025, an estimated $26.7K.
  • Nisa Investment Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Nisa Investment Advisors's Aspen Technology Inc position peaked at $267K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Nisa Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.