UBS AM
AZPN

UBS AM’s Aspen Technology Inc AZPN Stock Holding History

UBS AM’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
-198,352
Closed -$49.5M – 2711
2024
Q4 		$49.5M Sell
198,352
-53,061
-21% -$12.9M 0.01% 666
2024
Q3 		$60M Sell
251,413
-48,554
-16% -$10.2M 0.02% 639
2024
Q2 		$59.6M Buy
299,967
+188,757
+170% +$38.8M 0.02% 571
2024
Q1 		$23.7M Buy
111,210
+707
+0.6% +$139K 0.01% 749
2023
Q4 		$24.3M Buy
110,503
+20,102
+22% +$3.87M 0.01% 732
2023
Q3 		$18.5M Buy
90,401
+8,676
+11% +$1.63M 0.01% 772
2023
Q2 		$18.7M Hold
81,725
– – 0.01% 784
2023
Q1 		$18.7M Buy
81,725
+9,645
+13% +$2M 0.01% 784
2022
Q4 		$14.8M Buy
72,080
+23,605
+49% +$5.48M 0.01% 824
2022
Q3 		$11.5M Sell
48,475
-4,822
-9% -$1M 0.01% 910
2022
Q2 		$9.79M Buy
+53,297
New +$9.48M 0.01% 962

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

UBS AM's AZPN Position: Q1 2025 in Review

UBS AM sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 198,352 shares — an estimated $49.5M sold.

UBS AM first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $60M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • UBS AM reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • UBS AM sold 198,352 Aspen Technology Inc shares in Q1 2025, an estimated $49.5M.
  • UBS AM first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • UBS AM's Aspen Technology Inc position peaked at $60M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.