UB
AZPN

UMB Bank’s Aspen Technology Inc AZPN Stock Holding History

UMB Bank’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
-104
Closed -$26K – 2183
2024
Q4 		$26K Buy
104
+49
+89% +$12K ﹤0.01% 1158
2024
Q3 		$13.1K Buy
55
+39
+244% +$8.2K ﹤0.01% 1391
2024
Q2 		$3.18K Buy
16
+8
+100% +$1.64K ﹤0.01% 1603
2024
Q1 		$1.71K Buy
+8
New +$1.58K ﹤0.01% 1578

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

UMB Bank's AZPN Position: Q1 2025 in Review

UMB Bank sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 104 shares — an estimated $26K sold.

UMB Bank first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $26K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • UMB Bank reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • UMB Bank sold 104 Aspen Technology Inc shares in Q1 2025, an estimated $26K.
  • UMB Bank first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • UMB Bank's Aspen Technology Inc position peaked at $26K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.