STA
ANSS

Summit Trail Advisors’s Ansys ANSS Stock Holding History

Summit Trail Advisors’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
-1,130
Closed -$397K – 1347
2025
Q2 		$397K Buy
+1,130
New +$370K 0.01% 811
2024
Q4 		– Sell
-1,030
Closed -$328K – 420
2024
Q3 		$328K Sell
1,030
-768
-43% -$244K 0.01% 517
2024
Q2 		$578K Buy
1,798
+848
+89% +$278K 0.02% 340
2024
Q1 		$330K Buy
950
+54
+6% +$18.3K 0.01% 430
2023
Q4 		$325K Buy
+896
New +$265K 0.01% 384
2020
Q4 		– Sell
-1,472
Closed -$476K – 198
2020
Q3 		$476K Buy
+1,472
New +$461K 0.09% 108
2018
Q3 		– Sell
-19
Closed -$3K – 282
2018
Q2 		$3K Buy
+19
New +$3.16K ﹤0.01% 464
2018
Q1 		– Sell
-89
Closed -$14K – 493
2017
Q4 		$14K Buy
+89
New +$12.6K ﹤0.01% 1128

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.2B AUM 26.68% 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 $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Trail Advisors's ANSS Position: Q3 2025 in Review

Summit Trail Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 1,130 shares — an estimated $397K sold.

Summit Trail Advisors first reported a position in ANSS in Q4 2017 and held it in 8 quarters. The position peaked at $578K in Q2 2024. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Summit Trail Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 1,130 Ansys shares in Q3 2025, an estimated $397K.
  • Summit Trail Advisors first reported a position in Ansys in Q4 2017 and held it in 8 quarters.
  • Summit Trail Advisors's Ansys position peaked at $578K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

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