OSAM
AZPN

O'Shaughnessy Asset Management’s Aspen Technology Inc AZPN Stock Holding History

O'Shaughnessy 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
-1,773
Closed -$443K – 2417
2024
Q4 		$443K Buy
+1,773
New +$433K ﹤0.01% 1335

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

O'Shaughnessy Asset Management's AZPN Position: Q1 2025 in Review

O'Shaughnessy Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,773 shares — an estimated $443K sold.

O'Shaughnessy Asset Management first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $443K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • O'Shaughnessy Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 1,773 Aspen Technology Inc shares in Q1 2025, an estimated $443K.
  • O'Shaughnessy Asset Management first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Aspen Technology Inc position peaked at $443K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2025, filed 13 May 2025.