SBH
AZPN

Segall Bryant & Hamill’s Aspen Technology Inc AZPN Stock Holding History

Segall Bryant & Hamill’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
-28,096
Closed -$7.01M – 645
2024
Q4 		$7.01M Buy
28,096
+2,637
+10% +$643K 0.1% 279
2024
Q3 		$6.08M Buy
+25,459
New +$5.35M 0.08% 298
2023
Q3 		– Sell
-5,810
Closed -$974K – 718
2023
Q2 		$974K Hold
5,810
– – 0.01% 485
2023
Q1 		$1.33M Hold
5,810
– – 0.01% 465
2022
Q4 		$1.19M Hold
5,810
– – 0.01% 469
2022
Q3 		$1.38M Buy
5,810
+419
+8% +$87.1K 0.02% 461
2022
Q2 		$991K Buy
+5,391
New +$959K 0.01% 495

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 $106M AUM 28.04% 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

Segall Bryant & Hamill's AZPN Position: Q1 2025 in Review

Segall Bryant & Hamill sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 28,096 shares — an estimated $7.01M sold.

Segall Bryant & Hamill first reported a position in AZPN in Q2 2022 and held it in 7 quarters. The position peaked at $7.01M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Segall Bryant & Hamill reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 28,096 Aspen Technology Inc shares in Q1 2025, an estimated $7.01M.
  • Segall Bryant & Hamill first reported a position in Aspen Technology Inc in Q2 2022 and held it in 7 quarters.
  • Segall Bryant & Hamill's Aspen Technology Inc position peaked at $7.01M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Segall Bryant & Hamill's 13F filing for Q1 2025, filed 2 May 2025.