Steph & Co’s Aspen Technology Inc AZPN Stock Holding History

Steph & Co’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	-487	Closed	-$122K	–	284
2024 Q4	$122K	Sell	487 -282	-37%	-$68.8K	0.04%	142
2024 Q3	$184K	Sell	769 -30	-4%	-$6.31K	0.06%	125
2024 Q2	$159K	Buy	799 +8	+1%	+$1.64K	0.05%	131
2024 Q1	$169K	Buy	791 +370	+88%	+$72.9K	0.06%	126
2023 Q4	$92.7K	Sell	421 -440	-51%	-$84.7K	0.05%	144
2023 Q3	$176K	Buy	861 +284	+49%	+$53.5K	0.1%	116
2023 Q2	$96.7K	Sell	577 -54	-9%	-$10K	0.05%	145
2023 Q1	$144K	Hold	631	–	–	0.09%	118
2022 Q4	$130K	Buy	+631	New	+$147K	0.08%	126

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steph & Co's AZPN Position: Q1 2025 in Review

Steph & Co sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 487 shares — an estimated $122K sold.

Steph & Co first reported a position in AZPN in Q4 2022 and held it in 9 quarters. The position peaked at $184K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Steph & Co reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Steph & Co sold 487 Aspen Technology Inc shares in Q1 2025, an estimated $122K.
Steph & Co first reported a position in Aspen Technology Inc in Q4 2022 and held it in 9 quarters.
Steph & Co's Aspen Technology Inc position peaked at $184K in Q3 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Steph & Co's 13F filing for Q1 2025, filed 23 Apr 2025.