Pathstone Holdings’s Altair Engineering Inc ALTR Stock Holding History

Pathstone Holdings’s Portfolio ALTR Stock Details ALTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,271	Closed	-$1.45M	–	2402
2024 Q4	$1.45M	Sell	13,271 -256	-2%	-$26.4K	0.01%	1163
2024 Q3	$1.29M	Sell	13,527 -48	-0.4%	-$4.36K	0.01%	1227
2024 Q2	$1.33M	Buy	13,575 +1,463	+12%	+$129K	0.01%	1153
2024 Q1	$1.04M	Buy	12,112 +8,381	+225%	+$712K	﹤0.01%	1257
2023 Q4	$314K	Buy	+3,731	New	+$260K	﹤0.01%	1791

Other funds holding ALTR

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pathstone Holdings's ALTR Position: Q1 2025 in Review

Pathstone Holdings sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 13,271 shares — an estimated $1.45M sold.

Pathstone Holdings first reported a position in ALTR in Q4 2023 and held it in 5 quarters. The position peaked at $1.45M in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

Pathstone Holdings reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
Pathstone Holdings sold 13,271 Altair Engineering Inc shares in Q1 2025, an estimated $1.45M.
Pathstone Holdings first reported a position in Altair Engineering Inc in Q4 2023 and held it in 5 quarters.
Pathstone Holdings's Altair Engineering Inc position peaked at $1.45M in Q4 2024.
3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Pathstone Holdings's 13F filing for Q1 2025, filed 15 May 2025.