SG Americas Securities
AZPN

SG Americas Securities’s Aspen Technology Inc AZPN Stock Holding History

SG Americas Securities’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
-1,202
Closed -$300K – 3835
2024
Q4 		$300K Sell
1,202
-5,598
-82% -$1.37M ﹤0.01% 1800
2024
Q3 		$1.62M Buy
6,800
+2,653
+64% +$558K 0.01% 771
2024
Q2 		$824K Buy
+4,147
New +$852K ﹤0.01% 1409
2024
Q1 		– Sell
-7,229
Closed -$1.59M – 3543
2023
Q4 		$1.59M Sell
7,229
-1,642
-19% -$316K 0.01% 791
2023
Q3 		$1.81M Buy
+8,871
New +$1.67M 0.02% 809
2023
Q2 		– Sell
-3,402
Closed -$779K – 3323
2023
Q1 		$779K Sell
3,402
-309
-8% -$64.1K 0.01% 1351
2022
Q4 		$762K Sell
3,711
-349
-9% -$81.1K 0.01% 1166
2022
Q3 		$967K Sell
4,060
-22,797
-85% -$4.74M 0.01% 1038
2022
Q2 		$4.93M Buy
+26,857
New +$4.78M 0.05% 306

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

SG Americas Securities's AZPN Position: Q1 2025 in Review

SG Americas Securities sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,202 shares — an estimated $300K sold.

SG Americas Securities first reported a position in AZPN in Q2 2022 and held it in 9 quarters. The position peaked at $4.93M in Q2 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • SG Americas Securities reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • SG Americas Securities sold 1,202 Aspen Technology Inc shares in Q1 2025, an estimated $300K.
  • SG Americas Securities first reported a position in Aspen Technology Inc in Q2 2022 and held it in 9 quarters.
  • SG Americas Securities's Aspen Technology Inc position peaked at $4.93M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on SG Americas Securities's 13F filing for Q1 2025, filed 15 Apr 2025.