OIAM
AZPN

OFI Invest Asset Management’s Aspen Technology Inc AZPN Stock Holding History

OFI Invest Asset Management’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
-872
Closed -$210K – 405
2024
Q4 		$210K Buy
+872
New +$213K 0.01% 263
2024
Q2 		$162K Buy
872
+60
+7% +$12.3K ﹤0.01% 259
2024
Q1 		$160K Buy
+812
New +$160K ﹤0.01% 162

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

OFI Invest Asset Management's AZPN Position: Q1 2025 in Review

OFI Invest Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 872 shares — an estimated $210K sold.

OFI Invest Asset Management first reported a position in AZPN in Q1 2024 and held it in 3 quarters. The position peaked at $210K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • OFI Invest Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 872 Aspen Technology Inc shares in Q1 2025, an estimated $210K.
  • OFI Invest Asset Management first reported a position in Aspen Technology Inc in Q1 2024 and held it in 3 quarters.
  • OFI Invest Asset Management's Aspen Technology Inc position peaked at $210K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on OFI Invest Asset Management's 13F filing for Q1 2025, filed 9 May 2025.