Winton Group’s Aspen Technology Inc AZPN Stock Holding History

Winton 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	-5,064	Closed	-$1.26M	–	817
2024 Q4	$1.26M	Sell	5,064 -647	-11%	-$158K	0.08%	203
2024 Q3	$1.36M	Buy	5,711 +878	+18%	+$185K	0.1%	176
2024 Q2	$960K	Buy	4,833 +8	+0.2%	+$1.64K	0.06%	265
2024 Q1	$1.03M	Buy	4,825 +2,489	+107%	+$491K	0.07%	237
2023 Q4	$514K	Buy	2,336 +1,223	+110%	+$235K	0.04%	303
2023 Q3	$227K	Sell	1,113 -707	-39%	-$133K	0.02%	626
2023 Q2	$305K	Buy	1,820 +709	+64%	+$132K	0.03%	517
2023 Q1	$254K	Buy	+1,111	New	+$230K	0.02%	855

Other funds holding AZPN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

WAG

Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Winton Group's AZPN Position: Q1 2025 in Review

Winton Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 5,064 shares — an estimated $1.26M sold.

Winton Group first reported a position in AZPN in Q1 2023 and held it in 8 quarters. The position peaked at $1.36M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Winton Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Winton Group sold 5,064 Aspen Technology Inc shares in Q1 2025, an estimated $1.26M.
Winton Group first reported a position in Aspen Technology Inc in Q1 2023 and held it in 8 quarters.
Winton Group's Aspen Technology Inc position peaked at $1.36M in Q3 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Winton Group's 13F filing for Q1 2025, filed 15 May 2025.