Principal Securities’s Aspen Technology Inc AZPN Stock Holding History

Principal Securities’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 Q2	–	Sell	-456	Closed	-$114K	–	3924
2025 Q1	$114K	Hold	456	–	–	﹤0.01%	1382
2024 Q4	$114K	Sell	456 -68	-13%	-$16.6K	﹤0.01%	1382
2024 Q3	$125K	Buy	524 +72	+16%	+$15.1K	﹤0.01%	1298
2024 Q2	$89.7K	Buy	452 +41	+10%	+$8.43K	﹤0.01%	1380
2024 Q1	$87.6K	Buy	411 +78	+23%	+$15.4K	﹤0.01%	1329
2023 Q4	$73.2K	Buy	+333	New	+$64.1K	﹤0.01%	1318

Principal Securities's AZPN Position: Q2 2025 in Review

Principal Securities sold out of Aspen Technology Inc (AZPN) in Q2 2025, closing a stake of 456 shares — an estimated $114K sold.

Principal Securities first reported a position in AZPN in Q4 2023 and held it in 6 quarters. The position peaked at $125K in Q3 2024. 0 funds tracked by Wall St. Rank hold AZPN as of Q2 2025.

Principal Securities reported no remaining Aspen Technology Inc position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 456 Aspen Technology Inc shares in Q2 2025, an estimated $114K.
Principal Securities first reported a position in Aspen Technology Inc in Q4 2023 and held it in 6 quarters.
Principal Securities's Aspen Technology Inc position peaked at $125K in Q3 2024.
0 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.