SCM
AZPN

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

Sone 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
-26,100
Closed -$6.52M – 147
2024
Q4 		$6.52M Buy
+26,100
New +$6.37M 0.82% 50

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 $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

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

Sone Capital Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 26,100 shares — an estimated $6.52M sold.

Sone Capital Management first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $6.52M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Sone Capital Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Sone Capital Management sold 26,100 Aspen Technology Inc shares in Q1 2025, an estimated $6.52M.
  • Sone Capital Management first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Sone Capital Management's Aspen Technology Inc position peaked at $6.52M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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