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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 6,677 | $918.0K | 0.01% | −35,666−84.2% | Reduced |
| Securian Asset Management, Inc | 6,251 | $860.0K | 0.02% | +6,251 | New |
| Garrison Asset Management, LLC | 6,083 | $837.0K | 0.51% | +379+6.6% | Added |
| Miracle Mile Advisors, LLC | 6,040 | $831.0K | 0.04% | 00.0% | Unchanged |
| Old Mission Capital LLC | 6,024 | $829.0K | 0.03% | +6,024 | New |
| Baker Tilly Wealth Management, LLC | 5,820 | $800.0K | 0.13% | +527+10.0% | Added |
| Maryland State Retirement & Pension System | 5,168 | $756.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,412 | $744.0K | 0.02% | +5,412 | New |
| 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 |
| Engineers Gate Manager LP | 5,120 | $704.0K | 0.05% | −10,030−66.2% | Reduced |
| BBVA USA | 5,009 | $689.0K | 0.04% | +5,009 | New |
| Outlook Wealth Advisors, LLC | 4,825 | $664.0K | 0.21% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,713 | $648.0K | 0.12% | −173−3.5% | Reduced |
| Toronto Dominion Bank | 4,601 | $632.0K | 0.00% | +91+2.0% | Added |
| Belpointe Asset Management LLC | 4,440 | $611.0K | 0.04% | +260+6.2% | Added |
| Meridian Financial Partners LLC | 4,200 | $605.0K | 0.41% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,377 | $602.0K | 0.00% | −62,916−93.5% | Reduced |
| Wesbanco Bank Inc | 4,354 | $599.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 4,354 | $598.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 4,256 | $585.0K | 0.00% | −744−14.9% | Reduced |
| Icon Wealth Partners, LLC | 4,211 | $579.0K | 0.06% | +524+14.2% | Added |
| Profund Advisors LLC | 4,192 | $578.0K | 0.02% | +4,192 | New |
| Citadel Advisors LLC | 4,182 | $575.0K | 0.00% | −202,467−98.0% | Reduced |
| American Portfolios Advisors | 4,088 | $562.3K | 0.02% | −302−6.9% | Reduced |
| Quantbot Technologies LP | 4,052 | $557.0K | 0.04% | +2,999+284.8% | Added |
| Capital Asset Advisory Services LLC | 4,027 | $554.0K | 0.06% | +454+12.7% | Added |
| Curated Wealth Partners LLC | 3,765 | $518.0K | 0.28% | −134−3.4% | Reduced |
| Shelton Capital Management | 3,760 | $517.0K | 0.02% | +3,760 | New |
| Commerce Bank | 3,737 | $514.0K | 0.00% | +17+0.5% | Added |
| Gotham Asset Management, LLC | 3,692 | $508.0K | 0.02% | −921−20.0% | Reduced |
| Lincoln National Corp | 3,669 | $505.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,617 | $497.0K | 0.01% | −36−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,599 | $495.0K | 0.02% | +3,599 | New |
| Exchange Traded Concepts, LLC | 3,430 | $472.0K | 0.01% | −20−0.6% | Reduced |
| FourThought Financial, LLC | 3,425 | $471.0K | 0.06% | −705−17.1% | Reduced |
| Baldwin Investment Management, LLC | 3,380 | $465.0K | 0.08% | −3,195−48.6% | Reduced |
| Silvercrest Asset Management Group LLC | 3,376 | $464.0K | 0.00% | +845+33.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,262 | $449.0K | 0.00% | −5,267−61.8% | Reduced |
| Panagora Asset Management Inc | 3,238 | $445.0K | 0.00% | −29−0.9% | Reduced |
| HSBC Holdings PLC | 3,149 | $434.0K | 0.00% | +872+38.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,044 | $419.0K | 0.00% | +274+9.9% | Added |
| Lido Advisors, LLC | 2,956 | $407.0K | 0.01% | +69+2.4% | Added |
| Precision Wealth Strategies, LLC | 2,913 | $401.0K | 0.35% | +411+16.4% | Added |
| Symmetry Partners, LLC | 2,870 | $395.0K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,843 | $392.0K | 0.08% | +1,182+71.2% | Added |
| Waratah Capital Advisors Ltd. | 2,794 | $384.0K | 0.02% | −86,209−96.9% | Reduced |
| Pitcairn Co | 2,758 | $379.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 2,698 | $371.0K | 0.19% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,575 | $354.0K | 0.00% | −277,926−99.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,512 | $346.0K | 0.07% | +279+12.5% | Added |
| CIBC Asset Management Inc | 2,508 | $345.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,471 | $340.0K | 0.00% | +122+5.2% | Added |
| Two Sigma Investments, LP | 2,460 | $338.0K | 0.00% | −244,215−99.0% | Reduced |
| Bellevue Group AG | 2,400 | $330.0K | 0.00% | 00.0% | Unchanged |
| World Asset Management Inc | 2,393 | $329.0K | 0.03% | +2,393 | New |
| Cetera Investment Advisers | 2,362 | $325.0K | 0.01% | +288+13.9% | Added |
| Stephens Inc | 2,299 | $316.0K | 0.00% | +202+9.6% | Added |
| Alps Advisors Inc | 2,261 | $311.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,245 | $309.0K | 0.00% | +256+12.9% | Added |
| Marathon Capital Management | 2,232 | $306.0K | 0.07% | −458−17.0% | Reduced |
| ExodusPoint Capital Management, LP | 2,219 | $305.0K | 0.00% | −25,144−91.9% | Reduced |
| Koshinski Asset Management, Inc. | 2,212 | $304.0K | 0.04% | −247−10.0% | Reduced |
| 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 |
| Pathstone Family Office, LLC | 2,166 | $298.0K | 0.01% | +2,166 | New |
| Tocqueville Asset Management L.P. | 2,150 | $296.0K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,115 | $291.0K | 0.07% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 2,079 | $286.0K | 0.06% | −972−31.9% | Reduced |
| Captrust Financial Advisors | 2,063 | $284.0K | 0.00% | −891−30.2% | Reduced |
| Austin Private Wealth, LLC | 1,988 | $273.0K | 0.06% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,925 | $265.0K | 0.02% | −378−16.4% | Reduced |
| KB Financial Partners, LLC | 1,905 | $262.0K | 0.10% | +573+43.0% | Added |
| Veritable, L.P. | 1,893 | $260.0K | 0.00% | +1,893 | New |
| MAI Capital Management | 1,882 | $259.0K | 0.01% | +28+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 1,875 | $258.0K | 0.00% | −1,832−49.4% | Reduced |
| Dearborn Partners LLC | 1,867 | $257.0K | 0.01% | 00.0% | Unchanged |
| Hexavest Inc. | 1,860 | $256.0K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,815 | $250.0K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,762 | $242.0K | 0.01% | −9−0.5% | Reduced |
| Quantamental Technologies LLC | 1,689 | $232.0K | 0.21% | +1,689 | New |
| Miller Investment Management, LP | 1,651 | $227.0K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,581 | $217.0K | 0.00% | −5,019−76.0% | Reduced |
| 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 |
| Cetera Advisor Networks LLC | 1,503 | $207.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,485 | $204.0K | 0.00% | −62,418−97.7% | Reduced |
| Boothbay Fund Management, LLC | 1,475 | $203.0K | 0.01% | +1,475 | New |
| Woodstock Corp | 1,470 | $202.0K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,391 | $191.0K | 0.04% | +880+172.2% | Added |
| Brewin Dolphin Ltd | 1,290 | $177.4K | 0.01% | −320−19.9% | Reduced |
| Contravisory Investment Management, Inc. | 1,245 | $171.0K | 0.05% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,226 | $169.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,061 | $146.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,024 | $140.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 967 | $133.0K | 0.05% | +221+29.6% | Added |
| Group One Trading, L.P. | 961 | $132.0K | 0.00% | +87+10.0% | Added |
| Wolff Wiese Magana LLC | 925 | $127.0K | 0.09% | +27+3.0% | Added |
| AGF Investments LLC | 903 | $124.0K | 0.01% | +12+1.3% | Added |
| Hantz Financial Services, Inc. | 891 | $123.0K | 0.00% | +115+14.8% | Added |