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Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

AZPN holding history

Aspen Technology, Inc. in every 13F filed by Legacy Advisors, LLC, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2023
Holdings of AZPN by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,327−100.0%Sold outHolders
Q4 20242,327$580.9K0.1%+13+0.6%AddedHolders
Q3 20242,314$552.6K0.1%−88−3.7%ReducedHolders
Q2 20242,402$477.1K0.1%+37+1.6%AddedHolders
Q1 20242,365$504.4K0.1%+183+8.4%AddedHolders
Q4 20232,182$480.4K0.1%+306+16.3%AddedHolders
Q3 20231,876$383.2K0.1%+108+6.1%AddedHolders
Q2 20231,768$296.3K<0.1%+1,768NewHolders