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

Tortoise 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	-255	Closed	-$63.7K	–	893
2024 Q4	$63.7K	Buy	255 +110	+76%	+$26.8K	0.01%	384
2024 Q3	$34.6K	Buy	145 +17	+13%	+$3.58K	﹤0.01%	475
2024 Q2	$25.4K	Buy	128 +56	+78%	+$11.5K	﹤0.01%	500
2024 Q1	$15.4K	Buy	+72	New	+$14.2K	﹤0.01%	559

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Tortoise Investment Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 255 shares — an estimated $63.7K sold.

Tortoise Investment Management first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $63.7K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Tortoise Investment Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Tortoise Investment Management sold 255 Aspen Technology Inc shares in Q1 2025, an estimated $63.7K.
Tortoise Investment Management first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
Tortoise Investment Management's Aspen Technology Inc position peaked at $63.7K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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