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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

AZPN holding history

Aspen Technology, Inc. in every 13F filed by Ellevest, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AZPN overviewAll 13F holders of AZPNFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of AZPN by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−12−100.0%Sold outHolders
Q1 202312$2.75K<0.1%−20−62.5%ReducedHolders
Q4 202232$6.57K<0.1%−8−20.0%ReducedHolders
Q3 202240$10.0K<0.1%+40NewHolders
Q2 20210$00.0%−224−100.0%Sold outHolders
Q1 2021224$32.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.