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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 2,212 | $304.0K | 0.04% | −247−10.0% | Reduced |
| ExodusPoint Capital Management, LP | 2,219 | $305.0K | 0.00% | −25,144−91.9% | Reduced |
| Marathon Capital Management | 2,232 | $306.0K | 0.07% | −458−17.0% | Reduced |
| First Republic Investment Management, Inc. | 2,245 | $309.0K | 0.00% | +256+12.9% | Added |
| Alps Advisors Inc | 2,261 | $311.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 2,299 | $316.0K | 0.00% | +202+9.6% | Added |
| Cetera Investment Advisers | 2,362 | $325.0K | 0.01% | +288+13.9% | Added |
| World Asset Management Inc | 2,393 | $329.0K | 0.03% | +2,393 | New |
| Bellevue Group AG | 2,400 | $330.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,460 | $338.0K | 0.00% | −244,215−99.0% | Reduced |
| MML Investors Services, LLC | 2,471 | $340.0K | 0.00% | +122+5.2% | Added |
| CIBC Asset Management Inc | 2,508 | $345.0K | 0.00% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,512 | $346.0K | 0.07% | +279+12.5% | Added |
| Echo Street Capital Management LLC | 2,575 | $354.0K | 0.00% | −277,926−99.1% | Reduced |
| Curi Capital | 2,698 | $371.0K | 0.19% | 00.0% | Unchanged |
| Pitcairn Co | 2,758 | $379.0K | 0.03% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 2,794 | $384.0K | 0.02% | −86,209−96.9% | Reduced |
| Advisor OS, LLC | 2,843 | $392.0K | 0.08% | +1,182+71.2% | Added |
| Symmetry Partners, LLC | 2,870 | $395.0K | 0.03% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,913 | $401.0K | 0.35% | +411+16.4% | Added |
| Lido Advisors, LLC | 2,956 | $407.0K | 0.01% | +69+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,044 | $419.0K | 0.00% | +274+9.9% | Added |
| HSBC Holdings PLC | 3,149 | $434.0K | 0.00% | +872+38.3% | Added |
| Panagora Asset Management Inc | 3,238 | $445.0K | 0.00% | −29−0.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,262 | $449.0K | 0.00% | −5,267−61.8% | Reduced |
| Silvercrest Asset Management Group LLC | 3,376 | $464.0K | 0.00% | +845+33.4% | Added |
| Baldwin Investment Management, LLC | 3,380 | $465.0K | 0.08% | −3,195−48.6% | Reduced |
| FourThought Financial, LLC | 3,425 | $471.0K | 0.06% | −705−17.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,430 | $472.0K | 0.01% | −20−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,599 | $495.0K | 0.02% | +3,599 | New |
| D.A. Davidson & Co. | 3,617 | $497.0K | 0.01% | −36−1.0% | Reduced |
| Lincoln National Corp | 3,669 | $505.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,692 | $508.0K | 0.02% | −921−20.0% | Reduced |
| Commerce Bank | 3,737 | $514.0K | 0.00% | +17+0.5% | Added |
| Shelton Capital Management | 3,760 | $517.0K | 0.02% | +3,760 | New |
| Curated Wealth Partners LLC | 3,765 | $518.0K | 0.28% | −134−3.4% | Reduced |
| Capital Asset Advisory Services LLC | 4,027 | $554.0K | 0.06% | +454+12.7% | Added |
| Quantbot Technologies LP | 4,052 | $557.0K | 0.04% | +2,999+284.8% | Added |
| American Portfolios Advisors | 4,088 | $562.3K | 0.02% | −302−6.9% | Reduced |
| Citadel Advisors LLC | 4,182 | $575.0K | 0.00% | −202,467−98.0% | Reduced |
| Profund Advisors LLC | 4,192 | $578.0K | 0.02% | +4,192 | New |
| Icon Wealth Partners, LLC | 4,211 | $579.0K | 0.06% | +524+14.2% | Added |
| Pictet Asset Management Ltd | 4,256 | $585.0K | 0.00% | −744−14.9% | Reduced |
| First Manhattan Co | 4,354 | $598.0K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,354 | $599.0K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,377 | $602.0K | 0.00% | −62,916−93.5% | Reduced |
| Meridian Financial Partners LLC | 4,200 | $605.0K | 0.41% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,440 | $611.0K | 0.04% | +260+6.2% | Added |
| Toronto Dominion Bank | 4,601 | $632.0K | 0.00% | +91+2.0% | Added |
| LVW Advisors, LLC | 4,713 | $648.0K | 0.12% | −173−3.5% | Reduced |
| Outlook Wealth Advisors, LLC | 4,825 | $664.0K | 0.21% | 00.0% | Unchanged |
| BBVA USA | 5,009 | $689.0K | 0.04% | +5,009 | New |
| Engineers Gate Manager LP | 5,120 | $704.0K | 0.05% | −10,030−66.2% | Reduced |
| Martingale Asset Management L P | 5,330 | $734.0K | 0.01% | −21,594−80.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,333 | $734.0K | 0.02% | +2,411+82.5% | Added |
| Crossmark Global Holdings, Inc. | 5,412 | $744.0K | 0.02% | +5,412 | New |
| Maryland State Retirement & Pension System | 5,168 | $756.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,820 | $800.0K | 0.13% | +527+10.0% | Added |
| Old Mission Capital LLC | 6,024 | $829.0K | 0.03% | +6,024 | New |
| Miracle Mile Advisors, LLC | 6,040 | $831.0K | 0.04% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 6,083 | $837.0K | 0.51% | +379+6.6% | Added |
| Securian Asset Management, Inc | 6,251 | $860.0K | 0.02% | +6,251 | New |
| Cubist Systematic Strategies, LLC | 6,677 | $918.0K | 0.01% | −35,666−84.2% | Reduced |
| Pacer Advisors, Inc. | 7,100 | $977.0K | 0.01% | +7,100 | New |
| Mirae Asset Global Investments Co., Ltd. | 7,303 | $1.00M | 0.00% | −1,769−19.5% | Reduced |
| Fiera Capital Corp | 7,464 | $1.03M | 0.00% | +7,464 | New |
| Walleye Trading LLC | 7,545 | $1.04M | 0.03% | +4,269+130.3% | Added |
| Shell Asset Management Co | 7,702 | $1.06M | 0.02% | +420+5.8% | Added |
| Close Asset Management Ltd | 7,950 | $1.09M | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 7,800 | $1.10M | 0.00% | +3,979+104.1% | Added |
| Winton Group Ltd | 8,053 | $1.11M | 0.06% | −812−9.2% | Reduced |
| Illinois Municipal Retirement Fund | 8,398 | $1.16M | 0.05% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 8,605 | $1.18M | 0.03% | −21,468−71.4% | Reduced |
| ProShare Advisors LLC | 8,768 | $1.21M | 0.00% | +5,361+157.4% | Added |
| STRS Ohio | 8,880 | $1.22M | 0.00% | −938−9.6% | Reduced |
| Teacher Retirement System of Texas | 8,887 | $1.22M | 0.01% | +1,325+17.5% | Added |
| NN Investment Partners Holdings N.V. | 9,200 | $1.26M | 0.01% | −89,800−90.7% | Reduced |
| SG Americas Securities, LLC | 9,229 | $1.27M | 0.01% | +2,722+41.8% | Added |
| Cna Financial Corp | 9,325 | $1.28M | 0.36% | 00.0% | Unchanged |
| Eaton Vance Management | 9,487 | $1.30M | 0.00% | −114−1.2% | Reduced |
| Allstate Corp | 10,312 | $1.42M | 0.05% | −670−6.1% | Reduced |
| Jennison Associates LLC | 10,798 | $1.49M | 0.00% | +622+6.1% | Added |
| Blair William & Co | 10,837 | $1.49M | 0.01% | +203+1.9% | Added |
| Magnetar Financial LLC | 11,080 | $1.52M | 0.02% | +11,080 | New |
| Holocene Advisors, LP | 11,116 | $1.53M | 0.01% | +1,690+17.9% | Added |
| Handelsbanken Fonder AB | 11,195 | $1.54M | 0.01% | −1,100−8.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,328 | $1.56M | 0.03% | +11,328 | New |
| Twin Tree Management, LP | 11,896 | $1.64M | 0.05% | +11,896 | New |
| FDx Advisors, Inc. | 11,922 | $1.64M | 0.05% | +1,558+15.0% | Added |
| AlphaCrest Capital Management LLC | 12,448 | $1.71M | 0.07% | +8,828+243.9% | Added |
| Segall Bryant & Hamill, LLC | 12,838 | $1.77M | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 12,903 | $1.77M | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 12,933 | $1.78M | 0.02% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 12,993 | $1.79M | 1.21% | +12,993 | New |
| Bessemer Securities LLC | 13,153 | $1.81M | 0.71% | +2,000+17.9% | Added |
| Federated Hermes, Inc. | 13,178 | $1.81M | 0.00% | +4,211+47.0% | Added |
| M&T Bank Corp | 13,379 | $1.84M | 0.01% | −1,315−8.9% | Reduced |
| Point72 Asset Management, L.P. | 13,848 | $1.91M | 0.01% | +13,848 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,917 | $1.91M | 0.01% | +688+5.2% | Added |
| Russell Investments Group, Ltd. | 13,970 | $1.92M | 0.00% | −3,929−22.0% | Reduced |