SAM
AZPN

Shell Asset Management’s Aspen Technology Inc AZPN Stock Holding History

Shell Asset Management’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
-643
Closed -$161K – 1280
2024
Q4 		$161K Sell
643
-85
-12% -$20.7K 0.01% 909
2024
Q3 		$174K Buy
+728
New +$153K 0.01% 891
2024
Q1 		$145K Hold
728
– – 0.01% 923
2023
Q4 		$160K Buy
+728
New +$140K 0.01% 933
2023
Q3 		– Sell
-1,064
Closed -$178K – 1285
2023
Q2 		$178K Sell
1,064
-1,137
-52% -$211K 0.01% 960
2023
Q1 		$504K Sell
2,201
-8
-0.4% -$1.66K 0.02% 557
2022
Q4 		$454K Sell
2,209
-446
-17% -$104K 0.02% 577
2022
Q3 		$632K Buy
2,655
+436
+20% +$90.7K 0.02% 478
2022
Q2 		$408K Buy
+2,219
New +$395K 0.01% 822

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

Shell Asset Management's AZPN Position: Q1 2025 in Review

Shell Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 643 shares — an estimated $161K sold.

Shell Asset Management first reported a position in AZPN in Q2 2022 and held it in 9 quarters. The position peaked at $632K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Shell Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Shell Asset Management sold 643 Aspen Technology Inc shares in Q1 2025, an estimated $161K.
  • Shell Asset Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 9 quarters.
  • Shell Asset Management's Aspen Technology Inc position peaked at $632K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Shell Asset Management's 13F filing for Q1 2025, filed 14 May 2025.