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Aspen Technology, Inc.

AZPNDelisted Mar 12, 2025
Industry
Services-Computer Programming Services
SEC CIK
0001897982

Aspen Technology, Inc. was delisted on Mar 12, 2025; its insiders filed their last Form 4 on Mar 13, 2025; 450 institutions reported holding it in 13F filings for Q4 2024, worth $6.92B in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Aspen Technology, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
376
No complete 13F data for Q4 2020
Shares held
67.1M
No complete 13F data for Q4 2020
Total value
$9.68B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AZPN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 376 institutions
Q1 2021: 376 institutionsQ2 2021: 364 institutionsQ3 2021: 351 institutionsQ4 2021: 382 institutionsQ1 2022: 381 institutionsQ2 2022: 318 institutionsQ3 2022: 341 institutionsQ4 2022: 385 institutionsQ1 2023: 376 institutionsQ2 2023: 357 institutionsQ3 2023: 370 institutionsQ4 2023: 372 institutionsQ1 2024: 390 institutionsQ2 2024: 395 institutionsQ3 2024: 426 institutionsQ4 2024: 450 institutionsQ1 2025: 7 institutionsQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2021: $9.68B
Q1 2021: $9.68BQ2 2021: $9.55BQ3 2021: $8.28BQ4 2021: $9.84BQ1 2022: $10.8BQ2 2022: $4.50BQ3 2022: $6.89BQ4 2022: $6.01BQ1 2023: $6.86BQ2 2023: $4.83BQ3 2023: $5.87BQ4 2023: $6.34BQ1 2024: $6.06BQ2 2024: $5.79BQ3 2024: $7.00BQ4 2024: $6.92BQ1 2025: $8.49MQ2 2025: $200Q3 2025: $200Q4 2025: $200Q1 2026: $200Q2 2026: $200
Institutions holding AZPN and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20261$200
Q4 20251$200
Q3 20251$200
Q2 20251$200
Q1 20257$8.49M
Q4 2024450$6.92B
Q3 2024426$7.00B
Q2 2024395$5.79B
Q1 2024390$6.06B
Q4 2023372$6.34B
Q3 2023370$5.87B
Q2 2023357$4.83B
Q1 2023376$6.86B
Q4 2022385$6.01B
Q3 2022341$6.89B
Q2 2022318$4.50B
Q1 2022381$10.8B
Q4 2021382$9.84B
Q3 2021351$8.28B
Q2 2021364$9.55B
Q1 2021376$9.68B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc..

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

Institutions holding AZPN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Assetmark, Inc2$00.00%––
Baystate Wealth Management LLC2$00.00%––
State of Wyoming1$00.00%––
Alpha DNA Investment Management LLC6$00.00%––
Federation des caisses Desjardins du Quebec2$2890.00%––
Stonebridge Capital Advisors LLC4$1.00K0.00%––
Retirement Group, LLC4$1.00K0.00%––
Enterprise Financial Services Corp12$2.00K0.00%––
Wealthcare Advisory Partners LLC14$2.00K0.00%––
Meeder Asset Management Inc19$3.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.20$3.00K0.00%––
Private Capital Group, LLC22$3.00K0.00%––
Harbour Investments, Inc.31$4.00K0.00%––
Brown Brothers Harriman & Co32$5.00K0.00%––
Howe & Rusling Inc38$5.00K0.00%––
Bartlett & Co. LLC37$5.00K0.00%––
Sowell Financial Services LLC36$5.00K0.00%––
Bartlett & Co. Wealth Management LLC37$5.34K0.00%––
Stuart Chaussee & Associates, Inc.43$6.00K0.00%––
Patriot Financial Group Insurance Agency, LLC40$6.00K0.00%––
Berman Capital Advisors, LLC46$6.00K0.00%––
Front Row Advisors LLC41$6.00K0.00%––
CVA Family Office, LLC44$6.00K0.00%––
Earnest Partners LLC52$8.00K0.00%––
TCI Wealth Advisors, Inc.54$8.00K0.00%––
Jones Financial Companies LLLP61$9.00K0.00%––
Carroll Financial Associates, Inc.74$10.0K0.00%––
Essex Investment Management Co LLC75$11.0K0.00%––
Parallel Advisors, LLC76$11.0K0.00%––
GPS Wealth Strategies Group, LLC82$11.0K0.00%––
Global Retirement Partners, LLC73$11.0K0.00%––
International Assets Investment Management, LLC92$12.0K0.00%––
Evolution Wealth Advisors, LLC93$13.0K0.00%––
O'Shaughnessy Asset Management, LLC99$14.0K0.00%––
Cordasco Financial Network94$14.0K0.01%––
IFP Advisors, Inc100$14.0K0.00%––
C M Bidwell & Associates Ltd101$15.0K0.01%––
Caldwell Trust Co108$15.6K0.00%––
CWM, LLC126$17.0K0.00%––
Huntington National Bank138$20.0K0.00%––
First Horizon Advisors, Inc.147$21.0K0.00%––
Endurance Wealth Management, Inc.155$22.0K0.00%––
SkyView Investment Advisors, LLC166$24.0K0.01%––
FORA Capital, LLC172$25.0K0.01%––
Ensign Peak Advisors, Inc205$30.0K0.00%––
Ellevest, Inc.224$32.0K0.00%––
Global Trust Asset Management, LLC226$33.0K0.02%––
Tobam239$34.0K0.00%––
Savior LLC238$34.0K0.03%––
Fifth Third Bancorp245$35.0K0.00%––
Proequities, Inc.251$36.0K0.00%––
Northwestern Mutual Wealth Management Co287$41.0K0.00%––
Nisa Investment Advisors, LLC300$43.0K0.00%––
Simplex Trading, LLC326$47.0K0.00%––
Benjamin F. Edwards & Company, Inc.372$54.0K0.00%––
Sargent Bickham Lagudis LLC393$57.0K0.01%––
Quadrant Capital Group LLC402$58.0K0.01%––
Harvest Fund Management Co., Ltd406$58.0K0.01%––
Allred Capital Management, LLC484$69.9K0.03%––
Signaturefd, LLC486$70.0K0.00%––
Standard Family Office LLC511$74.0K0.02%––
Steward Partners Investment Advisory, LLC533$76.9K0.00%––
Parkside Financial Bank & Trust561$81.0K0.02%––
Graves-Light Private Wealth Management, Inc.582$84.0K0.01%––
Geneos Wealth Management Inc.824$107.0K0.00%––
Heritage Wealth Management, LLC746$108.0K0.06%––
Hantz Financial Services, Inc.776$112.0K0.00%––
Venturi Wealth Management, LLC856$124.0K0.01%––
Group One Trading, L.P.874$126.0K0.00%––
The PNC Financial Services Group, Inc.888$128.0K0.00%––
AGF Investments LLC891$129.0K0.02%––
Wolff Wiese Magana LLC898$130.0K0.10%––
Globeflex Capital L P914$132.0K0.02%––
Ellis Investment Partners, LLC1,024$148.0K0.04%––
Maverick Capital LtdSuperinvestorMaverick Capital1,042$150.0K0.00%––
Quantbot Technologies LP1,053$151.0K0.01%––
Stephenson National Bank & Trust1,061$153.0K0.11%––
Healthcare of Ontario Pension Plan Trust Fund1,226$177.0K0.00%––
Contravisory Investment Management, Inc.1,245$180.0K0.06%––
Rockefeller Capital Management L.P.1,271$183.0K0.00%––
KB Financial Partners, LLC1,332$192.0K0.08%––
Wetherby Asset Management Inc1,386$200.0K0.02%––
King Luther Capital Management Corp1,400$202.0K0.00%––
Manufacturers Life Insurance Company, The1,425$206.0K0.00%––
B. Riley Wealth Management, Inc.1,454$210.0K0.02%––
American International Group, Inc.1,468$212.0K0.00%––
Woodstock Corp1,470$212.0K0.03%––
Cetera Advisor Networks LLC1,503$217.0K0.00%––
HRT Financial LP1,584$228.0K0.00%––
Brewin Dolphin Ltd1,610$232.4K0.01%––
Central Trust Co1,629$235.0K0.01%––
Miller Investment Management, LP1,651$238.0K0.04%––
Advisor OS, LLC1,661$239.0K0.05%––
Prospera Financial Services Inc1,658$240.0K0.01%––
Caxton Associates LP1,698$245.0K0.02%––
HBK Sorce Advisory LLC1,771$256.0K0.02%––
Fred Alger Management, LLC1,818$262.0K0.00%––
Moloney Securities Asset Management, LLC1,815$262.0K0.05%––
MAI Capital Management1,854$268.0K0.01%––
Hexavest Inc.1,860$268.0K0.01%––