SAM
AZPN

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

Smartleaf 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
-72
Closed -$18K – 3028
2024
Q4 		$18K Buy
72
+15
+26% +$3.66K ﹤0.01% 1703
2024
Q3 		$13.6K Buy
57
+38
+200% +$7.99K ﹤0.01% 1570
2024
Q2 		$3.81K Sell
19
-17
-47% -$3.49K ﹤0.01% 1934
2024
Q1 		$7.54K Buy
+36
New +$7.1K ﹤0.01% 1090
2023
Q4 		– Hold
0
– – – 1106

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

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

Smartleaf Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 72 shares — an estimated $18K sold.

Smartleaf Asset Management first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $18K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 72 Aspen Technology Inc shares in Q1 2025, an estimated $18K.
  • Smartleaf Asset Management first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's Aspen Technology Inc position peaked at $18K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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