SAMU
AZPN

SONA Asset Management (US)’s Aspen Technology Inc AZPN Stock Holding History

SONA Asset Management (US)’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
-35,631
Closed -$8.89M – 125
2024
Q4 		$8.89M Buy
+35,631
New +$8.69M 0.35% 54

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

SONA Asset Management (US)'s AZPN Position: Q1 2025 in Review

SONA Asset Management (US) sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 35,631 shares — an estimated $8.89M sold.

SONA Asset Management (US) first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $8.89M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • SONA Asset Management (US) reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • SONA Asset Management (US) sold 35,631 Aspen Technology Inc shares in Q1 2025, an estimated $8.89M.
  • SONA Asset Management (US) first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • SONA Asset Management (US)'s Aspen Technology Inc position peaked at $8.89M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on SONA Asset Management (US)'s 13F filing for Q1 2025, filed 15 May 2025.