UBS Group
AZPN

UBS Group’s Aspen Technology Inc AZPN Stock Holding History

UBS 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
-1,234,940
Closed -$308M – 10968
2024
Q4 		$308M Buy
1,234,940
+1,161,751
+1,587% +$283M 0.06% 321
2024
Q3 		$17.5M Buy
73,189
+33,915
+86% +$7.13M ﹤0.01% 1936
2024
Q2 		$7.8M Buy
39,274
+22,160
+129% +$4.55M ﹤0.01% 2446
2024
Q1 		$3.65M Buy
17,114
+13,824
+420% +$2.73M ﹤0.01% 3307
2023
Q4 		$724K Sell
3,290
-1,765
-35% -$340K ﹤0.01% 4777
2023
Q3 		$1.03M Sell
5,055
-9,837
-66% -$1.85M ﹤0.01% 4044
2023
Q2 		$2.5M Buy
14,892
+1,595
+12% +$296K ﹤0.01% 3319
2023
Q1 		$3.04M Buy
13,297
+432
+3% +$89.6K ﹤0.01% 2982
2022
Q4 		$2.64M Sell
12,865
-5,476
-30% -$1.27M ﹤0.01% 3115
2022
Q3 		$4.37M Buy
18,341
+584
+3% +$121K ﹤0.01% 2480
2022
Q2 		$3.26M Buy
+17,757
New +$3.16M ﹤0.01% 2727

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 Group's AZPN Position: Q1 2025 in Review

UBS Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,234,940 shares — an estimated $308M sold.

UBS Group first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $308M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • UBS Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 1,234,940 Aspen Technology Inc shares in Q1 2025, an estimated $308M.
  • UBS Group first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • UBS Group's Aspen Technology Inc position peaked at $308M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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