Wellington Management Group
AZPN

Wellington Management Group’s Aspen Technology Inc AZPN Stock Holding History

Wellington Management Group’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
-76,509
Closed -$19.1M – 2074
2024
Q4 		$19.1M Sell
76,509
-253,992
-77% -$62M ﹤0.01% 987
2024
Q3 		$78.9M Sell
330,501
-196,219
-37% -$41.3M 0.01% 590
2024
Q2 		$105M Sell
526,720
-43,125
-8% -$8.86M 0.02% 526
2024
Q1 		$122M Sell
569,845
-42,179
-7% -$8.32M 0.02% 506
2023
Q4 		$135M Buy
612,024
+44,824
+8% +$8.63M 0.03% 494
2023
Q3 		$116M Buy
567,200
+304,712
+116% +$57.4M 0.02% 485
2023
Q2 		$44M Buy
262,488
+6,425
+3% +$1.19M 0.01% 738
2023
Q1 		$58.6M Buy
256,063
+41,811
+20% +$8.67M 0.01% 656
2022
Q4 		$44M Buy
214,252
+23,129
+12% +$5.37M 0.01% 714
2022
Q3 		$45.5M Buy
+191,123
New +$39.7M 0.01% 704

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

Wellington Management Group's AZPN Position: Q1 2025 in Review

Wellington Management Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 76,509 shares — an estimated $19.1M sold.

Wellington Management Group first reported a position in AZPN in Q3 2022 and held it in 10 quarters. The position peaked at $135M in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Wellington Management Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Wellington Management Group sold 76,509 Aspen Technology Inc shares in Q1 2025, an estimated $19.1M.
  • Wellington Management Group first reported a position in Aspen Technology Inc in Q3 2022 and held it in 10 quarters.
  • Wellington Management Group's Aspen Technology Inc position peaked at $135M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Wellington Management Group's 13F filing for Q1 2025, filed 13 May 2025.