Question 1

How many shares of AZPN does CAPTRUST FINANCIAL ADVISORS own?

Accepted Answer

CAPTRUST FINANCIAL ADVISORS previously held 0 shares of AZPN (ASPEN TECHNOLOGY INC) before exiting the position in 2025-Q1.

Question 2

What is CAPTRUST FINANCIAL ADVISORS's AZPN position worth?

Accepted Answer

CAPTRUST FINANCIAL ADVISORS's AZPN position was last reported at $0 in 2025-Q1 before the exit.

Question 3

Is CAPTRUST FINANCIAL ADVISORS buying or selling AZPN?

Accepted Answer

In 2025-Q1, CAPTRUST FINANCIAL ADVISORS exited their AZPN position entirely (-100.0% change in shares).

Question 4

When did CAPTRUST FINANCIAL ADVISORS first buy AZPN?

Accepted Answer

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in AZPN in 2022-Q2. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q1 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q4	Increased	2,776	+66.6%	$692,973	0.0%	—	36
2024-Q3	Decreased	1,666	-11.8%	$397,874	0.0%	—	0
2024-Q2	Increased	1,890	+8.3%	$375,411	0.0%	—	26
2024-Q1	Decreased	1,745	-21.8%	$372,174	0.0%	—	0
2023-Q4	Increased	2,232	+16.9%	$491,373	0.0%	—	28
2023-Q3	Increased	1,910	+26.3%	$390,157	0.0%	—	29
2023-Q2	Increased	1,512	+4.8%	$253,408	0.0%	—	24
2023-Q1	Decreased	1,443	-47.9%	$330,256	0.0%	—	0
2022-Q4	Increased	2,767	+22.8%	$568,342	0.0%	—	29
2022-Q3	Increased	2,254	+43.6%	$537,000	0.0%	—	33
2022-Q2	New	1,570	-	$288,000	0.0%	—	32

AZPN12 quarters

AZPN
12 quarters