WA
ANSS

Waverly Advisors’s Ansys ANSS Stock Holding History

Waverly 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
-29,221
Closed -$10.3M – 1282
2025
Q2 		$10.3M Sell
29,221
-3,226
-10% -$1.06M 0.11% 186
2025
Q1 		$10.3M Sell
32,447
-84
-0.3% -$28.2K 0.13% 178
2024
Q4 		$11M Sell
32,531
-491
-1% -$165K 0.17% 129
2024
Q3 		$10.5M Buy
33,022
+4,411
+15% +$1.4M 0.19% 114
2024
Q2 		$9.2M Buy
+28,611
New +$9.37M 0.18% 117
2014
Q4 		– Sell
-550
Closed -$42K – 428
2014
Q3 		$42K Hold
550
– – 0.02% 236
2014
Q2 		$42K Hold
550
– – 0.02% 253
2014
Q1 		$42K Hold
550
– – 0.02% 236
2013
Q4 		$48K Buy
+550
New +$47.2K 0.02% 335

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.2B AUM 26.68% 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 $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Waverly Advisors's ANSS Position: Q3 2025 in Review

Waverly Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 29,221 shares — an estimated $10.3M sold.

Waverly Advisors first reported a position in ANSS in Q4 2013 and held it in 9 quarters. The position peaked at $11M in Q4 2024. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Waverly Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 29,221 Ansys shares in Q3 2025, an estimated $10.3M.
  • Waverly Advisors first reported a position in Ansys in Q4 2013 and held it in 9 quarters.
  • Waverly Advisors's Ansys position peaked at $11M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.