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, Q2 2021
Institutional positions in Aspen Technology, Inc. as of Jun 30, 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
- 364
- −9 vs. Q1 2021
- Shares held
- 69.5M
- +5.66M (+8.9%) vs. Q1 2021
- Total value
- $9.55B
- +$344.7M (+3.7%) vs. Q1 2021
- New holders
- 48
- 147 more added
- Sold out
- 57
- 103 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $200 |
| Q1 2026 | 1 | $200 |
| Q4 2025 | 1 | $200 |
| Q3 2025 | 1 | $200 |
| Q2 2025 | 1 | $200 |
| Q1 2025 | 7 | $8.49M |
| Q4 2024 | 450 | $6.92B |
| Q3 2024 | 426 | $7.00B |
| Q2 2024 | 395 | $5.79B |
| Q1 2024 | 390 | $6.06B |
| Q4 2023 | 372 | $6.34B |
| Q3 2023 | 370 | $5.87B |
| Q2 2023 | 357 | $4.83B |
| Q1 2023 | 376 | $6.86B |
| Q4 2022 | 385 | $6.01B |
| Q3 2022 | 341 | $6.89B |
| Q2 2022 | 318 | $4.50B |
| Q1 2022 | 381 | $10.8B |
| Q4 2021 | 382 | $9.84B |
| Q3 2021 | 351 | $8.28B |
| Q2 2021 | 364 | $9.55B |
| Q1 2021 | 376 | $9.68B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2 | $0 | 0.00% | +1+100.0% | Added |
| Federation des caisses Desjardins du Quebec | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2 | $286 | 0.00% | +2 | New |
| Rockefeller Capital Management L.P. | 10 | $1.00K | 0.00% | −1,261−99.2% | Reduced |
| Enterprise Financial Services Corp | 6 | $1.00K | 0.00% | −6−50.0% | Reduced |
| Retirement Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| PNC Managed Account Solutions, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16 | $2.00K | 0.00% | +16 | New |
| Pacifica Partners Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Thomas J. Herzfeld Advisors, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $3.00K | 0.00% | +19 | New |
| Harvest Fund Management Co., Ltd | 29 | $4.00K | 0.00% | −377−92.9% | Reduced |
| Brown Brothers Harriman & Co | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 31 | $4.00K | 0.00% | −7−18.4% | Reduced |
| Harbour Investments, Inc. | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 37 | $5.09K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 40 | $6.00K | 0.00% | +40 | New |
| Earnest Partners LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 52 | $7.00K | 0.00% | +52 | New |
| NEXT Financial Group, Inc | 58 | $8.00K | 0.00% | −8,094−99.3% | Reduced |
| Huntington National Bank | 56 | $8.00K | 0.00% | −82−59.4% | Reduced |
| Parallel Advisors, LLC | 60 | $8.00K | 0.00% | −16−21.1% | Reduced |
| Jones Financial Companies LLLP | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $9.00K | 0.00% | −11−15.1% | Reduced |
| Carroll Financial Associates, Inc. | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 83 | $11.0K | 0.00% | +83 | New |
| Cordasco Financial Network | 94 | $13.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 101 | $14.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 126 | $17.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 131 | $18.0K | 0.01% | +131 | New |
| Endurance Wealth Management, Inc. | 155 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 169 | $23.0K | 0.00% | +22+15.0% | Added |
| Berman Capital Advisors, LLC | 169 | $23.0K | 0.00% | +123+267.4% | Added |
| SkyView Investment Advisors, LLC | 166 | $24.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 221 | $30.0K | 0.00% | +122+123.2% | Added |
| Global Trust Asset Management, LLC | 226 | $31.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 239 | $33.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 238 | $33.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 245 | $34.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 300 | $41.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 308 | $42.0K | 0.00% | +21+7.3% | Added |
| Proequities, Inc. | 316 | $43.0K | 0.00% | +65+25.9% | Added |
| Sargent Bickham Lagudis LLC | 393 | $54.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 392 | $54.0K | 0.02% | +348+790.9% | Added |
| Quadrant Capital Group LLC | 399 | $55.0K | 0.01% | −3−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 425 | $58.0K | 0.00% | −108−20.3% | Reduced |
| Meeder Asset Management Inc | 477 | $66.0K | 0.00% | +458+2,410.5% | Added |
| Signaturefd, LLC | 486 | $67.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 550 | $76.0K | 0.00% | +550 | New |
| Parkside Financial Bank & Trust | 566 | $77.0K | 0.02% | +5+0.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 582 | $80.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 636 | $87.0K | 0.00% | −1,463−69.7% | Reduced |
| Eagle Bay Advisors LLC | 753 | $108.0K | 0.09% | +753 | New |
| Hantz Financial Services, Inc. | 891 | $123.0K | 0.00% | +115+14.8% | Added |
| AGF Investments LLC | 903 | $124.0K | 0.01% | +12+1.3% | Added |
| Wolff Wiese Magana LLC | 925 | $127.0K | 0.09% | +27+3.0% | Added |
| Group One Trading, L.P. | 961 | $132.0K | 0.00% | +87+10.0% | Added |
| Heritage Wealth Management, LLC | 967 | $133.0K | 0.05% | +221+29.6% | Added |
| Ellis Investment Partners, LLC | 1,024 | $140.0K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,061 | $146.0K | 0.09% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,226 | $169.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,245 | $171.0K | 0.05% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,290 | $177.4K | 0.01% | −320−19.9% | Reduced |
| Standard Family Office LLC | 1,391 | $191.0K | 0.04% | +880+172.2% | Added |
| Woodstock Corp | 1,470 | $202.0K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,475 | $203.0K | 0.01% | +1,475 | New |
| Assenagon Asset Management S.A. | 1,485 | $204.0K | 0.00% | −62,418−97.7% | Reduced |
| Cetera Advisor Networks LLC | 1,503 | $207.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,532 | $211.0K | 0.01% | +146+10.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,536 | $211.0K | 0.05% | +1,536 | New |
| CIBC World Markets Inc. | 1,581 | $217.0K | 0.00% | −5,019−76.0% | Reduced |
| Miller Investment Management, LP | 1,651 | $227.0K | 0.04% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,689 | $232.0K | 0.21% | +1,689 | New |
| HBK Sorce Advisory LLC | 1,762 | $242.0K | 0.01% | −9−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 1,815 | $250.0K | 0.05% | 00.0% | Unchanged |
| Hexavest Inc. | 1,860 | $256.0K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,867 | $257.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 1,875 | $258.0K | 0.00% | −1,832−49.4% | Reduced |
| MAI Capital Management | 1,882 | $259.0K | 0.01% | +28+1.5% | Added |
| Veritable, L.P. | 1,893 | $260.0K | 0.00% | +1,893 | New |
| KB Financial Partners, LLC | 1,905 | $262.0K | 0.10% | +573+43.0% | Added |
| IBM Retirement Fund | 1,925 | $265.0K | 0.02% | −378−16.4% | Reduced |
| Austin Private Wealth, LLC | 1,988 | $273.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,063 | $284.0K | 0.00% | −891−30.2% | Reduced |
| Pacific Global Investment Management CO | 2,079 | $286.0K | 0.06% | −972−31.9% | Reduced |
| Northwest Bancshares, Inc. | 2,115 | $291.0K | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,150 | $296.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,166 | $298.0K | 0.01% | +2,166 | New |
| The PNC Financial Services Group, Inc. | 2,202 | $303.0K | 0.00% | +1,314+148.0% | Added |
| Cigna Investments Inc | 2,205 | $303.0K | 0.02% | +2,205 | New |