VPIM
AZPN

Vanguard Personalized Indexing Management’s Aspen Technology Inc AZPN Stock Holding History

Vanguard Personalized Indexing 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
-2,305
Closed -$575K – 1926
2024
Q4 		$575K Buy
2,305
+132
+6% +$32.2K 0.01% 1045
2024
Q3 		$519K Buy
2,173
+258
+13% +$54.3K 0.01% 1078
2024
Q2 		$361K Sell
1,915
-172
-8% -$35.3K 0.01% 1185
2024
Q1 		$445K Sell
2,087
-1,033
-33% -$204K 0.01% 1081
2023
Q4 		$687K Buy
3,120
+1,785
+134% +$344K 0.02% 837
2023
Q3 		$273K Buy
+1,335
New +$251K 0.01% 1154
2023
Q2 		– Sell
-2,743
Closed -$628K – 1542
2023
Q1 		$628K Buy
2,743
+262
+11% +$54.3K 0.02% 762
2022
Q4 		$510K Sell
2,481
-5
-0.2% -$1.16K 0.02% 791
2022
Q3 		$592K Buy
2,486
+82
+3% +$17.1K 0.03% 716
2022
Q2 		$442K Buy
+2,404
New +$428K 0.02% 861

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

Vanguard Personalized Indexing Management's AZPN Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,305 shares — an estimated $575K sold.

Vanguard Personalized Indexing Management first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $687K in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Vanguard Personalized Indexing Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,305 Aspen Technology Inc shares in Q1 2025, an estimated $575K.
  • Vanguard Personalized Indexing Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
  • Vanguard Personalized Indexing Management's Aspen Technology Inc position peaked at $687K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.