VAS
AZPN

Vestmark Advisory Solutions’s Aspen Technology Inc AZPN Stock Holding History

Vestmark Advisory Solutions’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
-27,292
Closed -$6.81M – 681
2024
Q4 		$6.81M Buy
27,292
+643
+2% +$157K 0.23% 87
2024
Q3 		$6.36M Buy
26,649
+1,096
+4% +$231K 0.24% 87
2024
Q2 		$5.08M Buy
25,553
+585
+2% +$120K 0.21% 104
2024
Q1 		$5.33M Buy
24,968
+1,210
+5% +$239K 0.23% 104
2023
Q4 		$5.23M Buy
23,758
+288
+1% +$55.4K 0.27% 86
2023
Q3 		$4.79M Sell
23,470
-16,580
-41% -$3.12M 0.35% 57
2023
Q2 		$6.71M Buy
40,050
+233
+0.6% +$43.3K 0.26% 94
2023
Q1 		$9.11M Buy
39,817
+11,583
+41% +$2.4M 0.39% 44
2022
Q4 		$5.8M Buy
28,234
+631
+2% +$147K 0.28% 80
2022
Q3 		$6.58M Buy
27,603
+2,432
+10% +$506K 0.37% 53
2022
Q2 		$4.62M Buy
+25,171
New +$4.48M 0.26% 88

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

Vestmark Advisory Solutions's AZPN Position: Q1 2025 in Review

Vestmark Advisory Solutions sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 27,292 shares — an estimated $6.81M sold.

Vestmark Advisory Solutions first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $9.11M in Q1 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Vestmark Advisory Solutions reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 27,292 Aspen Technology Inc shares in Q1 2025, an estimated $6.81M.
  • Vestmark Advisory Solutions first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Vestmark Advisory Solutions's Aspen Technology Inc position peaked at $9.11M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2025, filed 13 May 2025.