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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
BBVA USA Bancshares, Inc.5,553$802.0K0.04%––
Baker Tilly Wealth Management, LLC5,293$764.0K0.16%––
Maryland State Retirement & Pension System5,168$746.0K0.03%––
Pictet Asset Management Ltd5,000$722.0K0.00%––
LVW Advisors, LLC4,886$705.0K0.14%––
Outlook Wealth Advisors, LLC4,825$696.0K0.24%––
Jane Street Group, LLC4,810$694.0K0.00%––
Verition Fund Management LLC4,771$689.0K0.01%––
Metropolitan Life Insurance Co4,672$674.3K0.01%––
Gotham Asset Management, LLC4,613$666.0K0.03%––
Toronto Dominion Bank4,510$651.0K0.00%––
National Asset Management, Inc.4,479$647.0K0.02%––
Great West Life Assurance Co4,427$634.0K0.00%––
American Portfolios Advisors4,390$633.6K0.03%––
First Manhattan Co4,354$628.0K0.00%––
Wesbanco Bank Inc4,354$628.0K0.02%––
Meridian Financial Partners LLC4,200$627.0K0.47%––
Belpointe Asset Management LLC4,180$603.0K0.05%––
FourThought Financial, LLC4,130$596.0K0.09%––
Bank of Montreal3,821$589.0K0.00%––
Ci Investments Inc.4,006$578.0K0.00%––
Schonfeld Strategic Advisors LLC3,973$574.0K0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys3,912$565.0K0.01%––
Curated Wealth Partners LLC3,899$563.0K0.35%––
Mackay Shields LLC3,864$558.0K0.00%––
Commerce Bank3,720$537.0K0.00%––
Susquehanna Fundamental Investments, LLC3,707$535.0K0.01%––
Icon Wealth Partners, LLC3,687$532.0K0.07%––
Lincoln National Corp3,669$530.0K0.01%––
D.A. Davidson & Co.3,653$527.0K0.01%––
AlphaCrest Capital Management LLC3,620$522.0K0.03%––
Capital Asset Advisory Services LLC3,573$516.0K0.08%––
Hillsdale Investment Management Inc.3,560$514.0K0.04%––
Exchange Traded Concepts, LLC3,450$498.0K0.02%––
ProShare Advisors LLC3,407$492.0K0.00%––
Voloridge Investment Management, LLC3,412$492.0K0.00%––
Jackson Creek Investment Advisors LLC3,403$491.0K0.17%––
GW Henssler & Associates Ltd3,391$489.0K0.03%––
Walleye Trading LLC3,276$473.0K0.02%––
Panagora Asset Management Inc3,267$472.0K0.00%––
Pacific Global Investment Management CO3,051$440.0K0.09%––
Comerica Bank2,900$438.0K0.00%––
Prelude Capital Management, LLC2,992$432.0K0.03%––
Captrust Financial Advisors2,954$426.0K0.00%––
Tower Research Capital LLC (TRC)2,922$422.0K0.01%––
Lido Advisors, LLC2,887$417.0K0.01%––
Symmetry Partners, LLC2,870$414.0K0.03%––
Raymond James Financial Services Advisors, Inc.2,770$400.0K0.00%––
Pitcairn Co2,758$398.0K0.03%––
Curi Capital2,698$389.0K0.25%––
Marathon Capital Management2,690$388.0K0.10%––
Silvercrest Asset Management Group LLC2,531$365.0K0.00%––
CIBC Asset Management Inc2,508$362.0K0.00%––
Precision Wealth Strategies, LLC2,502$361.0K0.35%––
Koshinski Asset Management, Inc.2,459$355.0K0.04%––
Old National Bancorp2,430$351.0K0.01%––
Bellevue Group AG2,400$346.0K0.00%––
MML Investors Services, LLC2,349$339.0K0.00%––
IBM Retirement Fund2,303$332.0K0.02%––
HSBC Holdings PLC2,277$330.0K0.00%––
Alps Advisors Inc2,261$326.0K0.00%––
Marshall Wace North America L.P.2,244$324.0K0.00%––
Intercontinental Wealth Advisors, LLC2,233$322.0K0.07%––
Tocqueville Asset Management L.P.2,150$310.0K0.00%––
Northwest Bancshares, Inc.2,115$305.0K0.07%––
Stephens Inc2,097$303.0K0.00%––
Spire Wealth Management2,099$303.0K0.01%––
Glenmede Trust Co NA2,079$300.0K0.00%––
Cetera Investment Advisers2,074$299.0K0.01%––
Quantitative Investment Management, LLC2,050$295.0K0.02%––
Teza Capital Management LLC2,041$295.0K0.06%––
XTX Topco Ltd2,041$295.0K0.14%––
Macquarie Group Ltd2,034$294.0K0.00%––
First Republic Investment Management, Inc.1,989$287.0K0.00%––
Austin Private Wealth, LLC1,988$287.0K0.08%––
Dearborn Partners LLC1,867$269.0K0.01%––
MAI Capital Management1,854$268.0K0.01%––
Hexavest Inc.1,860$268.0K0.01%––
Fred Alger Management, LLC1,818$262.0K0.00%––
Moloney Securities Asset Management, LLC1,815$262.0K0.05%––
HBK Sorce Advisory LLC1,771$256.0K0.02%––
Caxton Associates LP1,698$245.0K0.02%––
Prospera Financial Services Inc1,658$240.0K0.01%––
Advisor OS, LLC1,661$239.0K0.05%––
Miller Investment Management, LP1,651$238.0K0.04%––
Central Trust Co1,629$235.0K0.01%––
Brewin Dolphin Ltd1,610$232.4K0.01%––
HRT Financial LP1,584$228.0K0.00%––
Cetera Advisor Networks LLC1,503$217.0K0.00%––
American International Group, Inc.1,468$212.0K0.00%––
Woodstock Corp1,470$212.0K0.03%––
B. Riley Wealth Management, Inc.1,454$210.0K0.02%––
Manufacturers Life Insurance Company, The1,425$206.0K0.00%––
King Luther Capital Management Corp1,400$202.0K0.00%––
Wetherby Asset Management Inc1,386$200.0K0.02%––
KB Financial Partners, LLC1,332$192.0K0.08%––
Rockefeller Capital Management L.P.1,271$183.0K0.00%––
Contravisory Investment Management, Inc.1,245$180.0K0.06%––
Healthcare of Ontario Pension Plan Trust Fund1,226$177.0K0.00%––
Stephenson National Bank & Trust1,061$153.0K0.11%––