SPIA
AZPN

Steward Partners Investment Advisory’s Aspen Technology Inc AZPN Stock Holding History

Steward Partners Investment Advisory’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
-696
Closed -$174K – 4177
2024
Q4 		$174K Sell
696
-21
-3% -$5.12K ﹤0.01% 1697
2024
Q3 		$171K Buy
717
+98
+16% +$20.6K ﹤0.01% 1603
2024
Q2 		$123K Sell
619
-41
-6% -$8.43K ﹤0.01% 1677
2024
Q1 		$141K Sell
660
-79
-11% -$15.6K ﹤0.01% 1597
2023
Q4 		$163K Buy
739
+277
+60% +$53.3K ﹤0.01% 1463
2023
Q3 		$94.4K Sell
462
-46
-9% -$8.66K ﹤0.01% 1596
2023
Q2 		$85.1K Sell
508
-2,205
-81% -$409K ﹤0.01% 1663
2023
Q1 		$621K Buy
2,713
+654
+32% +$136K 0.01% 847
2022
Q4 		$423K Buy
2,059
+1,853
+900% +$431K 0.01% 966
2022
Q3 		$49K Sell
206
-12
-6% -$2.5K ﹤0.01% 1808
2022
Q2 		$40K Buy
+218
New +$38.8K ﹤0.01% 1920

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Steward Partners Investment Advisory's AZPN Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 696 shares — an estimated $174K sold.

Steward Partners Investment Advisory first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $621K in Q1 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 696 Aspen Technology Inc shares in Q1 2025, an estimated $174K.
  • Steward Partners Investment Advisory first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Aspen Technology Inc position peaked at $621K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.