RA
AZPN

Rise Advisors’s Aspen Technology Inc AZPN Stock Holding History

Rise Advisors’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
-87
Closed -$21.7K – 1577
2024
Q4 		$21.7K Hold
87
– – 0.01% 607
2024
Q3 		$20.8K Hold
87
– – 0.01% 659
2024
Q2 		$17.3K Hold
87
– – 0.01% 727
2024
Q1 		$18.6K Buy
+87
New +$17.2K 0.01% 692

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 $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Rise Advisors's AZPN Position: Q1 2025 in Review

Rise Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 87 shares — an estimated $21.7K sold.

Rise Advisors first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $21.7K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Rise Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 87 Aspen Technology Inc shares in Q1 2025, an estimated $21.7K.
  • Rise Advisors first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • Rise Advisors's Aspen Technology Inc position peaked at $21.7K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.