SF
ANSS

Summit Financial’s Ansys ANSS Stock Holding History

Summit Financial’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-938
Closed -$330K – 1239
2025
Q2 		$330K Buy
938
+66
+8% +$21.6K 0.01% 659
2025
Q1 		$276K Buy
872
+4
+0.5% +$1.34K 0.01% 627
2024
Q4 		$293K Sell
868
-27
-3% -$9.05K 0.01% 543
2024
Q3 		$285K Sell
895
-74
-8% -$23.5K 0.01% 472
2024
Q2 		$311K Buy
969
+293
+43% +$96K 0.01% 411
2024
Q1 		$235K Buy
676
+120
+22% +$40.6K 0.01% 349
2023
Q4 		$202K Buy
+556
New +$165K 0.01% 345
2023
Q2 		– Sell
-618
Closed -$206K – 320
2023
Q1 		$206K Buy
+618
New +$174K 0.02% 245

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Summit Financial's ANSS Position: Q3 2025 in Review

Summit Financial sold out of Ansys (ANSS) in Q3 2025, closing a stake of 938 shares — an estimated $330K sold.

Summit Financial first reported a position in ANSS in Q1 2023 and held it in 8 quarters. The position peaked at $330K in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Summit Financial reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Summit Financial sold 938 Ansys shares in Q3 2025, an estimated $330K.
  • Summit Financial first reported a position in Ansys in Q1 2023 and held it in 8 quarters.
  • Summit Financial's Ansys position peaked at $330K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.