Sumitomo Mitsui Trust Group
AZPN

Sumitomo Mitsui Trust Group’s Aspen Technology Inc AZPN Stock Holding History

Sumitomo Mitsui Trust Group’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
-57,967
Closed -$14.5M – 1072
2024
Q4 		$14.5M Sell
57,967
-524,715
-90% -$128M 0.01% 683
2024
Q3 		$139M Buy
582,682
+28,820
+5% +$6.06M 0.1% 205
2024
Q2 		$110M Buy
553,862
+153,897
+38% +$31.6M 0.08% 235
2024
Q1 		$85.3M Sell
399,965
-15,697
-4% -$3.09M 0.06% 344
2023
Q4 		$91.5M Buy
415,662
+8,856
+2% +$1.7M 0.07% 311
2023
Q3 		$83.1M Sell
406,806
-11,952
-3% -$2.25M 0.07% 316
2023
Q2 		$70.2M Sell
418,758
-30,726
-7% -$5.7M 0.05% 382
2023
Q1 		$103M Sell
449,484
-3,680
-0.8% -$763K 0.08% 285
2022
Q4 		$93.1M Buy
453,164
+72,461
+19% +$16.8M 0.07% 317
2022
Q3 		$90.7M Hold
380,703
– – 0.07% 313
2022
Q2 		$69.9M Buy
+380,703
New +$67.7M 0.05% 399

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

Sumitomo Mitsui Trust Group's AZPN Position: Q1 2025 in Review

Sumitomo Mitsui Trust Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 57,967 shares — an estimated $14.5M sold.

Sumitomo Mitsui Trust Group first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $139M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Sumitomo Mitsui Trust Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 57,967 Aspen Technology Inc shares in Q1 2025, an estimated $14.5M.
  • Sumitomo Mitsui Trust Group first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Sumitomo Mitsui Trust Group's Aspen Technology Inc position peaked at $139M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2025, filed 25 Apr 2025.