OCA
AZPN

Otter Creek Advisors’s Aspen Technology Inc AZPN Stock Holding History

Otter Creek 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
-2,012
Closed -$502K – 50
2024
Q4 		$502K Sell
2,012
-20,493
-91% -$5M 0.35% 33
2024
Q3 		$5.37M Buy
22,505
+6,900
+44% +$1.45M 3.41% 11
2024
Q2 		$3.1M Buy
15,605
+12,105
+346% +$2.49M 2.01% 25
2024
Q1 		$746K Buy
+3,500
New +$690K 0.44% 40

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Otter Creek Advisors's AZPN Position: Q1 2025 in Review

Otter Creek Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,012 shares — an estimated $502K sold.

Otter Creek Advisors first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $5.37M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Otter Creek Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Otter Creek Advisors sold 2,012 Aspen Technology Inc shares in Q1 2025, an estimated $502K.
  • Otter Creek Advisors first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • Otter Creek Advisors's Aspen Technology Inc position peaked at $5.37M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Otter Creek Advisors's 13F filing for Q1 2025, filed 13 May 2025.