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 |
|---|---|---|---|---|---|
| HRT Financial LP | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Waddell & Reed Financial Inc | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |