VFA
ANSS

Valeo Financial Advisors’s Ansys ANSS Stock Holding History

Valeo Financial 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
-604
Closed -$212K – 833
2025
Q2 		$212K Buy
+604
New +$198K 0.01% 692
2023
Q1 		– Sell
-1,130
Closed -$273K – 640
2022
Q4 		$273K Buy
+1,130
New +$263K 0.02% 413
2021
Q2 		– Sell
-35
Closed -$12K – 584
2021
Q1 		$12K Hold
35
– – ﹤0.01% 1305
2020
Q4 		$13K Hold
35
– – ﹤0.01% 1123
2020
Q3 		$11K Sell
35
-44
-56% -$13.8K ﹤0.01% 1054
2020
Q2 		$23K Buy
79
+18
+30% +$4.79K ﹤0.01% 1003
2020
Q1 		$15K Buy
61
+5
+9% +$1.29K ﹤0.01% 951
2019
Q4 		$14K Sell
56
-2
-3% -$473 ﹤0.01% 995
2019
Q3 		$13K Hold
58
– – ﹤0.01% 957
2019
Q2 		$12K Hold
58
– – ﹤0.01% 968
2019
Q1 		$11K Hold
58
– – ﹤0.01% 933
2018
Q4 		$8K Buy
58
+3
+5% +$466 ﹤0.01% 932
2018
Q3 		$8K Buy
55
+13
+31% +$2.33K ﹤0.01% 1019
2018
Q2 		$7K Sell
42
-2
-5% -$333 ﹤0.01% 1037
2018
Q1 		$7K Buy
44
+28
+175% +$4.48K ﹤0.01% 1013
2017
Q4 		$2K Hold
16
– – ﹤0.01% 1161
2017
Q3 		$2K Buy
+16
New +$2.01K ﹤0.01% 1000

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 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 $1.74B AUM 34.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Valeo Financial Advisors's ANSS Position: Q3 2025 in Review

Valeo Financial Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 604 shares — an estimated $212K sold.

Valeo Financial Advisors first reported a position in ANSS in Q3 2017 and held it in 17 quarters. The position peaked at $273K in Q4 2022. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Valeo Financial Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 604 Ansys shares in Q3 2025, an estimated $212K.
  • Valeo Financial Advisors first reported a position in Ansys in Q3 2017 and held it in 17 quarters.
  • Valeo Financial Advisors's Ansys position peaked at $273K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.