SFP
AZPN

Shepherd Financial Partners’s Aspen Technology Inc AZPN Stock Holding History

Shepherd Financial Partners’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
-970
Closed -$242K – 240
2024
Q4 		$242K Hold
970
– – 0.03% 199
2024
Q3 		$232K Buy
+970
New +$204K 0.03% 204
2024
Q2 		– Sell
-970
Closed -$207K – 222
2024
Q1 		$207K Hold
970
– – 0.03% 207
2023
Q4 		$214K Buy
+970
New +$187K 0.03% 198
2023
Q2 		– Sell
-970
Closed -$222K – 191
2023
Q1 		$222K Buy
+970
New +$201K 0.04% 170
2022
Q4 		– Sell
-970
Closed -$231K – 177
2022
Q3 		$231K Buy
+970
New +$202K 0.05% 151

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

Shepherd Financial Partners's AZPN Position: Q1 2025 in Review

Shepherd Financial Partners sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 970 shares — an estimated $242K sold.

Shepherd Financial Partners first reported a position in AZPN in Q3 2022 and held it in 6 quarters. The position peaked at $242K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Shepherd Financial Partners reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 970 Aspen Technology Inc shares in Q1 2025, an estimated $242K.
  • Shepherd Financial Partners first reported a position in Aspen Technology Inc in Q3 2022 and held it in 6 quarters.
  • Shepherd Financial Partners's Aspen Technology Inc position peaked at $242K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Shepherd Financial Partners's 13F filing for Q1 2025, filed 18 Apr 2025.