SIM
AZPN

Studio Investment Management’s Aspen Technology Inc AZPN Stock Holding History

Studio Investment 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
-1,169
Closed -$292K – 355
2024
Q4 		$292K Sell
1,169
-18
-2% -$4.39K 0.06% 148
2024
Q3 		$283K Buy
1,187
+40
+3% +$8.41K 0.06% 147
2024
Q2 		$228K Buy
1,147
+10
+0.9% +$2.06K 0.05% 153
2024
Q1 		$242K Buy
1,137
+113
+11% +$22.3K 0.06% 142
2023
Q4 		$225K Sell
1,024
-163
-14% -$31.4K 0.06% 137
2023
Q3 		$242K Sell
1,187
-614
-34% -$116K 0.07% 131
2023
Q2 		$302K Sell
1,801
-172
-9% -$31.9K 0.08% 118
2023
Q1 		$452K Sell
1,973
-155
-7% -$32.1K 0.14% 76
2022
Q4 		$437K Buy
2,128
+101
+5% +$23.5K 0.14% 76
2022
Q3 		$483K Sell
2,027
-38
-2% -$7.9K 0.17% 67
2022
Q2 		$379K Buy
+2,065
New +$367K 0.13% 87

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

Studio Investment Management's AZPN Position: Q1 2025 in Review

Studio Investment Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,169 shares — an estimated $292K sold.

Studio Investment Management first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $483K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Studio Investment Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Studio Investment Management sold 1,169 Aspen Technology Inc shares in Q1 2025, an estimated $292K.
  • Studio Investment Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Studio Investment Management's Aspen Technology Inc position peaked at $483K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Studio Investment Management's 13F filing for Q1 2025, filed 14 May 2025.