PP
AZPN

Paloma Partners’s Aspen Technology Inc AZPN Stock Holding History

Paloma Partners’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
-1,425
Closed -$356K – 293
2024
Q4 		$356K Sell
1,425
-45,542
-97% -$11.1M 0.02% 222
2024
Q3 		$11.2M Buy
+46,967
New +$9.88M 0.31% 71
2024
Q2 		– Sell
-1,028
Closed -$219K – 1508
2024
Q1 		$219K Buy
+1,028
New +$203K 0.01% 588

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

Paloma Partners's AZPN Position: Q1 2025 in Review

Paloma Partners sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,425 shares — an estimated $356K sold.

Paloma Partners first reported a position in AZPN in Q1 2024 and held it in 3 quarters. The position peaked at $11.2M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Paloma Partners reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Paloma Partners sold 1,425 Aspen Technology Inc shares in Q1 2025, an estimated $356K.
  • Paloma Partners first reported a position in Aspen Technology Inc in Q1 2024 and held it in 3 quarters.
  • Paloma Partners's Aspen Technology Inc position peaked at $11.2M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.