Stifel Financial
AZPN

Stifel Financial’s Aspen Technology Inc AZPN Stock Holding History

Stifel Financial’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
-96,133
Closed -$24M – 3573
2024
Q4 		$24M Sell
96,133
-1,210
-1% -$295K 0.03% 507
2024
Q3 		$23.2M Sell
97,343
-111
-0.1% -$23.3K 0.02% 521
2024
Q2 		$19.4M Sell
97,454
-2,996
-3% -$616K 0.02% 559
2024
Q1 		$21.4M Sell
100,450
-1,086
-1% -$214K 0.02% 523
2023
Q4 		$22.4M Buy
101,536
+144
+0.1% +$27.7K 0.03% 472
2023
Q3 		$20.7M Buy
101,392
+928
+0.9% +$175K 0.03% 454
2023
Q2 		$16.8M Sell
100,464
-1,860
-2% -$345K 0.02% 535
2023
Q1 		$23.4M Buy
102,324
+27,564
+37% +$5.72M 0.03% 412
2022
Q4 		$15.4M Sell
74,760
-1,677
-2% -$390K 0.02% 531
2022
Q3 		$18.2M Sell
76,437
-1,199
-2% -$249K 0.03% 455
2022
Q2 		$14.3M Buy
+77,636
New +$13.8M 0.02% 541

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

Stifel Financial's AZPN Position: Q1 2025 in Review

Stifel Financial sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 96,133 shares — an estimated $24M sold.

Stifel Financial first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $24M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Stifel Financial reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 96,133 Aspen Technology Inc shares in Q1 2025, an estimated $24M.
  • Stifel Financial first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Stifel Financial's Aspen Technology Inc position peaked at $24M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.