Raymond James Financial
AZPN

Raymond James Financial’s Aspen Technology Inc AZPN Stock Holding History

Raymond James Financial’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
-267,115
Closed -$66.7M – 4992
2024
Q4 		$66.7M Buy
+267,115
New +$65.2M 0.02% 580

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

Raymond James Financial's AZPN Position: Q1 2025 in Review

Raymond James Financial sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 267,115 shares — an estimated $66.7M sold.

Raymond James Financial first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $66.7M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Raymond James Financial reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Raymond James Financial sold 267,115 Aspen Technology Inc shares in Q1 2025, an estimated $66.7M.
  • Raymond James Financial first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Raymond James Financial's Aspen Technology Inc position peaked at $66.7M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Raymond James Financial's 13F filing for Q1 2025, filed 13 May 2025.