Question 1

How many shares of AZPN does Envestnet Portfolio Solutions, Inc. own?

Accepted Answer

Envestnet Portfolio Solutions, Inc. previously held 0 shares of AZPN (ASPEN TECHNOLOGY INC) before exiting the position in 2025-Q1.

Question 2

What is Envestnet Portfolio Solutions, Inc.'s AZPN position worth?

Accepted Answer

Envestnet Portfolio Solutions, Inc.'s AZPN position was last reported at $0 in 2025-Q1 before the exit.

Question 3

Is Envestnet Portfolio Solutions, Inc. buying or selling AZPN?

Accepted Answer

In 2025-Q1, Envestnet Portfolio Solutions, Inc. exited their AZPN position entirely (-100.0% change in shares).

Question 4

When did Envestnet Portfolio Solutions, Inc. first buy AZPN?

Accepted Answer

Based on available 13F filings, Envestnet Portfolio Solutions, Inc. first reported a position in AZPN in 2024-Q3. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q1 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q4	Decreased	4,875	-19.1%	$1.2M	0.0%	—	0
2024-Q3	Increased	6,024	+9.8%	$1.4M	0.0%	—	28

AZPNShowing 3 of 7 quarters

AZPN
Showing 3 of 7 quarters