SI
AZPN

Stephens Inc’s Aspen Technology Inc AZPN Stock Holding History

Stephens Inc’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
-3,210
Closed -$801K – 1326
2024
Q4 		$801K Buy
3,210
+75
+2% +$18.3K 0.01% 665
2024
Q3 		$749K Buy
3,135
+318
+11% +$66.9K 0.01% 684
2024
Q2 		$560K Buy
2,817
+521
+23% +$107K 0.01% 743
2024
Q1 		$490K Buy
2,296
+705
+44% +$139K 0.01% 813
2023
Q4 		$350K Buy
1,591
+97
+6% +$18.7K 0.01% 877
2023
Q3 		$305K Sell
1,494
-20
-1% -$3.77K 0.01% 897
2023
Q2 		$254K Sell
1,514
-13
-0.9% -$2.41K ﹤0.01% 978
2023
Q1 		$349K Buy
1,527
+168
+12% +$34.8K 0.01% 825
2022
Q4 		$279K Hold
1,359
– – 0.01% 875
2022
Q3 		$324K Buy
1,359
+107
+9% +$22.3K 0.01% 868
2022
Q2 		$230K Buy
+1,252
New +$223K ﹤0.01% 1022

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

Stephens Inc's AZPN Position: Q1 2025 in Review

Stephens Inc sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 3,210 shares — an estimated $801K sold.

Stephens Inc first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $801K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Stephens Inc reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 3,210 Aspen Technology Inc shares in Q1 2025, an estimated $801K.
  • Stephens Inc first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Stephens Inc's Aspen Technology Inc position peaked at $801K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.