OAM
AZPN

Oppenheimer Asset Management’s Aspen Technology Inc AZPN Stock Holding History

Oppenheimer 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
-1,075
Closed -$268K – 1209
2024
Q4 		$268K Sell
1,075
-16
-1% -$3.9K ﹤0.01% 1005
2024
Q3 		$261K Sell
1,091
-4
-0.4% -$841 ﹤0.01% 1033
2024
Q2 		$218K Buy
1,095
+105
+11% +$21.6K ﹤0.01% 1056
2024
Q1 		$211K Buy
+990
New +$195K ﹤0.01% 1030
2023
Q2 		– Sell
-954
Closed -$218K – 1173
2023
Q1 		$218K Sell
954
-5,227
-85% -$1.08M ﹤0.01% 1034
2022
Q4 		$1.27M Sell
6,181
-167
-3% -$38.8K 0.02% 613
2022
Q3 		$1.51M Sell
6,348
-112
-2% -$23.3K 0.03% 530
2022
Q2 		$1.19M Buy
+6,460
New +$1.15M 0.02% 623

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

Oppenheimer Asset Management's AZPN Position: Q1 2025 in Review

Oppenheimer Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,075 shares — an estimated $268K sold.

Oppenheimer Asset Management first reported a position in AZPN in Q2 2022 and held it in 8 quarters. The position peaked at $1.51M in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Oppenheimer Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 1,075 Aspen Technology Inc shares in Q1 2025, an estimated $268K.
  • Oppenheimer Asset Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 8 quarters.
  • Oppenheimer Asset Management's Aspen Technology Inc position peaked at $1.51M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Oppenheimer Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.