X
AZPN

Xponance’s Aspen Technology Inc AZPN Stock Holding History

Xponance’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
-4,750
Closed -$1.19M – 1486
2024
Q4 		$1.19M Buy
4,750
+275
+6% +$67.1K 0.01% 659
2024
Q3 		$1.07M Sell
4,475
-19
-0.4% -$4K 0.01% 684
2024
Q2 		$893K Sell
4,494
-572
-11% -$118K 0.01% 706
2024
Q1 		$1.08M Buy
5,066
+1,528
+43% +$301K 0.01% 691
2023
Q4 		$779K Sell
3,538
-36
-1% -$6.93K 0.01% 767
2023
Q3 		$730K Buy
3,574
+76
+2% +$14.3K 0.01% 756
2023
Q2 		$586K Sell
3,498
-3,021
-46% -$561K 0.01% 843
2023
Q1 		$1.49M Sell
6,519
-8
-0.1% -$1.66K 0.02% 535
2022
Q4 		$1.34M Buy
6,527
+478
+8% +$111K 0.02% 545
2022
Q3 		$1.44M Sell
6,049
-48
-0.8% -$9.98K 0.03% 481
2022
Q2 		$1.12M Buy
+6,097
New +$1.08M 0.02% 540

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 $106M AUM 28.04% 1-Year Est. Return
PS
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Xponance's AZPN Position: Q1 2025 in Review

Xponance sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 4,750 shares — an estimated $1.19M sold.

Xponance first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $1.49M in Q1 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Xponance reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Xponance sold 4,750 Aspen Technology Inc shares in Q1 2025, an estimated $1.19M.
  • Xponance first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Xponance's Aspen Technology Inc position peaked at $1.49M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Xponance's 13F filing for Q1 2025, filed 1 May 2025.