SA
AZPN

Sanctuary Advisors’s Aspen Technology Inc AZPN Stock Holding History

Sanctuary 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
-10,218
Closed -$2.7M – 2476
2024
Q4 		$2.7M Sell
10,218
-2,388
-19% -$583K 0.02% 741
2024
Q3 		$3.16M Buy
12,606
+1,065
+9% +$224K 0.02% 686
2024
Q2 		$2.29M Buy
+11,541
New +$2.37M 0.02% 740

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

Sanctuary Advisors's AZPN Position: Q1 2025 in Review

Sanctuary Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 10,218 shares — an estimated $2.7M sold.

Sanctuary Advisors first reported a position in AZPN in Q2 2024 and held it in 3 quarters. The position peaked at $3.16M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Sanctuary Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 10,218 Aspen Technology Inc shares in Q1 2025, an estimated $2.7M.
  • Sanctuary Advisors first reported a position in Aspen Technology Inc in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Aspen Technology Inc position peaked at $3.16M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.