P
AZPN

&Partners’s Aspen Technology Inc AZPN Stock Holding History

&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
-12,644
Closed -$3.18M – 1816
2024
Q4 		$3.18M Buy
12,644
+5,779
+84% +$1.41M 0.04% 370
2024
Q3 		$1.64M Buy
6,865
+3,228
+89% +$679K 0.03% 405
2024
Q2 		$722K Buy
+3,637
New +$747K 0.03% 433

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 $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

&Partners's AZPN Position: Q1 2025 in Review

&Partners sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 12,644 shares — an estimated $3.18M sold.

&Partners first reported a position in AZPN in Q2 2024 and held it in 3 quarters. The position peaked at $3.18M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • &Partners reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • &Partners sold 12,644 Aspen Technology Inc shares in Q1 2025, an estimated $3.18M.
  • &Partners first reported a position in Aspen Technology Inc in Q2 2024 and held it in 3 quarters.
  • &Partners's Aspen Technology Inc position peaked at $3.18M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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