RS
AZPN

R Squared’s Aspen Technology Inc AZPN Stock Holding History

R Squared’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
-640
Closed -$160K – 1613
2024
Q4 		$160K Buy
+640
New +$156K 0.16% 157

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

R Squared's AZPN Position: Q1 2025 in Review

R Squared sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 640 shares — an estimated $160K sold.

R Squared first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $160K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • R Squared reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • R Squared sold 640 Aspen Technology Inc shares in Q1 2025, an estimated $160K.
  • R Squared first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • R Squared's Aspen Technology Inc position peaked at $160K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.