SCM
AZPN

Shelton Capital Management’s Aspen Technology Inc AZPN Stock Holding History

Shelton Capital 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
-1,002
Closed -$250K – 764
2024
Q4 		$250K Sell
1,002
-91
-8% -$22.2K 0.01% 580
2024
Q3 		$261K Sell
1,093
-46
-4% -$9.68K 0.01% 568
2024
Q2 		$226K Sell
1,139
-69
-6% -$14.2K 0.01% 631
2024
Q1 		$258K Hold
1,208
– – 0.01% 603
2023
Q4 		$266K Sell
1,208
-149
-11% -$28.7K 0.01% 559
2023
Q3 		$277K Sell
1,357
-107
-7% -$20.1K 0.01% 506
2023
Q2 		$245K Hold
1,464
– – 0.01% 597
2023
Q1 		$335K Sell
1,464
-47
-3% -$9.75K 0.01% 420
2022
Q4 		$310K Hold
1,511
– – 0.03% 414
2022
Q3 		$360K Hold
1,511
– – 0.02% 377
2022
Q2 		$278K Buy
+1,511
New +$269K 0.01% 511

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Shelton Capital Management's AZPN Position: Q1 2025 in Review

Shelton Capital Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,002 shares — an estimated $250K sold.

Shelton Capital Management first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $360K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Shelton Capital Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Shelton Capital Management sold 1,002 Aspen Technology Inc shares in Q1 2025, an estimated $250K.
  • Shelton Capital Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Shelton Capital Management's Aspen Technology Inc position peaked at $360K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Shelton Capital Management's 13F filing for Q1 2025, filed 15 May 2025.