SMDAM
AZPN

Sumitomo Mitsui DS Asset Management’s Aspen Technology Inc AZPN Stock Holding History

Sumitomo Mitsui DS Asset 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
-2,420
Closed -$604K – 789
2024
Q4 		$604K Hold
2,420
– – 0.01% 689
2024
Q3 		$578K Sell
2,420
-39
-2% -$8.2K 0.01% 690
2024
Q2 		$488K Buy
2,459
+12
+0.5% +$2.47K 0.01% 691
2024
Q1 		$522K Hold
2,447
– – 0.01% 682
2023
Q4 		$539K Buy
2,447
+469
+24% +$90.3K 0.01% 698
2023
Q3 		$404K Sell
1,978
-7
-0.4% -$1.32K 0.01% 702
2023
Q2 		$333K Hold
1,985
– – 0.01% 721
2023
Q1 		$454K Hold
1,985
– – 0.01% 681
2022
Q4 		$408K Buy
+1,985
New +$461K 0.01% 684

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

Sumitomo Mitsui DS Asset Management's AZPN Position: Q1 2025 in Review

Sumitomo Mitsui DS Asset Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,420 shares — an estimated $604K sold.

Sumitomo Mitsui DS Asset Management first reported a position in AZPN in Q4 2022 and held it in 9 quarters. The position peaked at $604K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Sumitomo Mitsui DS Asset Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 2,420 Aspen Technology Inc shares in Q1 2025, an estimated $604K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 9 quarters.
  • Sumitomo Mitsui DS Asset Management's Aspen Technology Inc position peaked at $604K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.