OIA
AZPN

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

OneDigital 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
-921
Closed -$230K – 1509
2024
Q4 		$230K Sell
921
-1,692
-65% -$413K ﹤0.01% 1265
2024
Q3 		$624K Buy
2,613
+73
+3% +$15.4K 0.01% 847
2024
Q2 		$505K Buy
2,540
+45
+2% +$9.25K 0.01% 898
2024
Q1 		$532K Buy
2,495
+44
+2% +$8.67K 0.01% 718
2023
Q4 		$540K Sell
2,451
-45
-2% -$8.66K 0.01% 687
2023
Q3 		$510K Buy
2,496
+1
+0% +$188 0.01% 635
2023
Q2 		$418K Buy
+2,495
New +$463K 0.01% 702

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

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

OneDigital Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 921 shares — an estimated $230K sold.

OneDigital Investment Advisors first reported a position in AZPN in Q2 2023 and held it in 7 quarters. The position peaked at $624K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 921 Aspen Technology Inc shares in Q1 2025, an estimated $230K.
  • OneDigital Investment Advisors first reported a position in Aspen Technology Inc in Q2 2023 and held it in 7 quarters.
  • OneDigital Investment Advisors's Aspen Technology Inc position peaked at $624K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.