Skip to main content

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
Dearborn Partners LLC1,867$269.0K0.01%––
First Republic Investment Management, Inc.1,989$287.0K0.00%––
Austin Private Wealth, LLC1,988$287.0K0.08%––
Macquarie Group Ltd2,034$294.0K0.00%––
Quantitative Investment Management, LLC2,050$295.0K0.02%––
Teza Capital Management LLC2,041$295.0K0.06%––
XTX Topco Ltd2,041$295.0K0.14%––
Cetera Investment Advisers2,074$299.0K0.01%––
Glenmede Trust Co NA2,079$300.0K0.00%––
Stephens Inc2,097$303.0K0.00%––
Spire Wealth Management2,099$303.0K0.01%––
Northwest Bancshares, Inc.2,115$305.0K0.07%––
Tocqueville Asset Management L.P.2,150$310.0K0.00%––
Intercontinental Wealth Advisors, LLC2,233$322.0K0.07%––
Marshall Wace North America L.P.2,244$324.0K0.00%––
Alps Advisors Inc2,261$326.0K0.00%––
HSBC Holdings PLC2,277$330.0K0.00%––
IBM Retirement Fund2,303$332.0K0.02%––
MML Investors Services, LLC2,349$339.0K0.00%––
Bellevue Group AG2,400$346.0K0.00%––
Old National Bancorp2,430$351.0K0.01%––
Koshinski Asset Management, Inc.2,459$355.0K0.04%––
Precision Wealth Strategies, LLC2,502$361.0K0.35%––
CIBC Asset Management Inc2,508$362.0K0.00%––
Silvercrest Asset Management Group LLC2,531$365.0K0.00%––
Marathon Capital Management2,690$388.0K0.10%––
Curi Capital2,698$389.0K0.25%––
Pitcairn Co2,758$398.0K0.03%––
Raymond James Financial Services Advisors, Inc.2,770$400.0K0.00%––
Symmetry Partners, LLC2,870$414.0K0.03%––
Lido Advisors, LLC2,887$417.0K0.01%––
Tower Research Capital LLC (TRC)2,922$422.0K0.01%––
Captrust Financial Advisors2,954$426.0K0.00%––
Prelude Capital Management, LLC2,992$432.0K0.03%––
Comerica Bank2,900$438.0K0.00%––
Pacific Global Investment Management CO3,051$440.0K0.09%––
Panagora Asset Management Inc3,267$472.0K0.00%––
Walleye Trading LLC3,276$473.0K0.02%––
GW Henssler & Associates Ltd3,391$489.0K0.03%––
Jackson Creek Investment Advisors LLC3,403$491.0K0.17%––
ProShare Advisors LLC3,407$492.0K0.00%––
Voloridge Investment Management, LLC3,412$492.0K0.00%––
Exchange Traded Concepts, LLC3,450$498.0K0.02%––
Hillsdale Investment Management Inc.3,560$514.0K0.04%––
Capital Asset Advisory Services LLC3,573$516.0K0.08%––
AlphaCrest Capital Management LLC3,620$522.0K0.03%––
D.A. Davidson & Co.3,653$527.0K0.01%––
Lincoln National Corp3,669$530.0K0.01%––
Icon Wealth Partners, LLC3,687$532.0K0.07%––
Susquehanna Fundamental Investments, LLC3,707$535.0K0.01%––
Commerce Bank3,720$537.0K0.00%––
Mackay Shields LLC3,864$558.0K0.00%––
Curated Wealth Partners LLC3,899$563.0K0.35%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys3,912$565.0K0.01%––
Schonfeld Strategic Advisors LLC3,973$574.0K0.01%––
Ci Investments Inc.4,006$578.0K0.00%––
Bank of Montreal3,821$589.0K0.00%––
FourThought Financial, LLC4,130$596.0K0.09%––
Belpointe Asset Management LLC4,180$603.0K0.05%––
Meridian Financial Partners LLC4,200$627.0K0.47%––
First Manhattan Co4,354$628.0K0.00%––
Wesbanco Bank Inc4,354$628.0K0.02%––
American Portfolios Advisors4,390$633.6K0.03%––
Great West Life Assurance Co4,427$634.0K0.00%––
National Asset Management, Inc.4,479$647.0K0.02%––
Toronto Dominion Bank4,510$651.0K0.00%––
Gotham Asset Management, LLC4,613$666.0K0.03%––
Metropolitan Life Insurance Co4,672$674.3K0.01%––
Verition Fund Management LLC4,771$689.0K0.01%––
Jane Street Group, LLC4,810$694.0K0.00%––
Outlook Wealth Advisors, LLC4,825$696.0K0.24%––
LVW Advisors, LLC4,886$705.0K0.14%––
Pictet Asset Management Ltd5,000$722.0K0.00%––
Maryland State Retirement & Pension System5,168$746.0K0.03%––
Baker Tilly Wealth Management, LLC5,293$764.0K0.16%––
BBVA USA Bancshares, Inc.5,553$802.0K0.04%––
Garrison Asset Management, LLC5,704$823.0K0.52%––
Miracle Mile Advisors, LLC6,040$872.0K0.05%––
SG Americas Securities, LLC6,507$939.0K0.01%––
Baldwin Investment Management, LLC6,575$949.0K0.17%––
CIBC World Markets Inc.6,600$953.0K0.00%––
Xponance, Inc.6,627$956.0K0.02%––
Seven Eight Capital, LP7,500$977.0K0.22%––
Phoenix Holdings Ltd.6,999$1.00M0.02%––
Paloma Partners Management Co6,980$1.01M0.03%––
Shell Asset Management Co7,282$1.05M0.02%––
Ergoteles LLC7,301$1.05M0.03%––
Sciencast Management LP6,855$1.05M0.21%––
Bokf, NA7,480$1.08M0.02%––
Teacher Retirement System of Texas7,562$1.09M0.01%––
Acadian Asset Management LLC7,868$1.14M0.00%––
Close Asset Management Ltd7,950$1.15M0.06%––
NEXT Financial Group, Inc8,152$1.18M0.10%––
Mitsubishi UFJ Trust & Banking Corp8,529$1.18M0.00%––
Aviva PLC8,317$1.20M0.01%––
Illinois Municipal Retirement Fund8,398$1.21M0.05%––
Winton Group Ltd8,865$1.28M0.07%––
Federated Hermes, Inc.8,967$1.29M0.00%––
Mirae Asset Global Investments Co., Ltd.9,072$1.31M0.00%––
Cna Financial Corp9,325$1.35M0.41%––