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, Q3 2021
Institutional positions in Aspen Technology, Inc. as of Sep 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
- 351
- −10 vs. Q2 2021
- Shares held
- 67.4M
- −2.10M (−3.0%) vs. Q2 2021
- Total value
- $8.28B
- −$1.27B (−13.3%) vs. Q2 2021
- New holders
- 39
- 125 more added
- Sold out
- 49
- 121 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Meridian Wealth Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Exane Derivatives | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $1.00K | 0.00% | +5 | New |
| Cordant, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Red Tortoise LLC | 5 | $1.00K | 0.00% | +5 | New |
| Thomas J. Herzfeld Advisors, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 27 | $3.00K | 0.00% | +27 | New |
| American Portfolios Advisors | 26 | $3.19K | 0.00% | −4,062−99.4% | Reduced |
| Brown Brothers Harriman & Co | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $4.00K | 0.00% | +29 | New |
| Bartlett & Co. Wealth Management LLC | 37 | $4.54K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 46 | $5.00K | 0.00% | −123−72.8% | Reduced |
| TCI Wealth Advisors, Inc. | 43 | $5.00K | 0.00% | −11−20.4% | Reduced |
| Albion Financial Group | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 43 | $5.00K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $6.00K | 0.00% | −13−21.0% | Reduced |
| NEXT Financial Group, Inc | 48 | $6.00K | 0.00% | −10−17.2% | Reduced |
| Parallel Advisors, LLC | 48 | $6.00K | 0.00% | −12−20.0% | Reduced |
| Earnest Partners LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 58 | $7.00K | 0.00% | −419−87.8% | Reduced |
| Jones Financial Companies LLLP | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 63 | $8.00K | 0.00% | +7+12.5% | Added |
| Loomis Sayles & Co L P | 69 | $8.00K | 0.00% | +69 | New |
| Carroll Financial Associates, Inc. | 74 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 85 | $10.0K | 0.00% | +85 | New |
| C M Bidwell & Associates Ltd | 101 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 94 | $12.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 140 | $17.0K | 0.00% | +140 | New |
| Guidance Point Advisors, LLC | 147 | $18.0K | 0.01% | +147 | New |
| Endurance Wealth Management, Inc. | 155 | $19.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 135 | $19.0K | 0.01% | +126+1,400.0% | Added |
| First Horizon Advisors, Inc. | 169 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 186 | $23.0K | 0.01% | +186 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 226 | $28.0K | 0.00% | −1,000−81.6% | Reduced |
| Global Trust Asset Management, LLC | 226 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 239 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 300 | $37.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 312 | $38.0K | 0.00% | +67+27.3% | Added |
| Kings Point Capital Management | 310 | $38.0K | 0.00% | +310 | New |
| Proequities, Inc. | 325 | $40.0K | 0.00% | +9+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 346 | $42.0K | 0.00% | +38+12.3% | Added |
| Rockefeller Capital Management L.P. | 371 | $45.0K | 0.00% | +361+3,610.0% | Added |
| Sargent Bickham Lagudis LLC | 393 | $48.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 406 | $50.0K | 0.03% | +275+209.9% | Added |
| Quadrant Capital Group LLC | 417 | $51.0K | 0.01% | +18+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 480 | $59.0K | 0.00% | +55+12.9% | Added |
| Signaturefd, LLC | 486 | $60.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 516 | $63.0K | 0.01% | +516 | New |
| HM Payson & Co | 550 | $68.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 572 | $70.0K | 0.02% | +6+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 582 | $71.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 666 | $82.0K | 0.00% | +30+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 686 | $84.0K | 0.00% | +465+210.4% | Added |
| Wolff Wiese Magana LLC | 927 | $114.0K | 0.08% | +2+0.2% | Added |
| IFP Advisors, Inc | 1,001 | $121.0K | 0.00% | +901+901.0% | Added |
| Ellis Investment Partners, LLC | 1,024 | $125.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,027 | $126.0K | 0.07% | +274+36.4% | Added |
| Hantz Financial Services, Inc. | 1,046 | $128.0K | 0.00% | +155+17.4% | Added |
| Stephenson National Bank & Trust | 1,061 | $130.0K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,090 | $134.0K | 0.05% | +123+12.7% | Added |
| Brewin Dolphin Ltd | 1,290 | $158.4K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,407 | $173.0K | 0.08% | +1,407 | New |
| The PNC Financial Services Group, Inc. | 1,467 | $180.0K | 0.00% | −735−33.4% | Reduced |
| Group One Trading, L.P. | 1,561 | $192.0K | 0.00% | +600+62.4% | Added |
| Miller Investment Management, LP | 1,651 | $203.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,644 | $208.0K | 0.01% | −1,226−42.7% | Reduced |
| Davenport & Co LLC | 1,736 | $213.0K | 0.00% | +1,736 | New |
| Moloney Securities Asset Management, LLC | 1,815 | $223.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,895 | $233.0K | 0.04% | −1,485−43.9% | Reduced |
| IBM Retirement Fund | 1,925 | $236.0K | 0.02% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,971 | $242.0K | 0.05% | −108−5.2% | Reduced |
| Austin Private Wealth, LLC | 1,988 | $244.0K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 1,985 | $244.0K | 0.00% | +103+5.5% | Added |
| Northwest Bancshares, Inc. | 2,045 | $251.0K | 0.06% | −70−3.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,062 | $253.0K | 0.00% | −1,200−36.8% | Reduced |
| Cigna Investments Inc | 2,105 | $258.0K | 0.02% | −100−4.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,238 | $275.0K | 0.06% | −274−10.9% | Reduced |
| Marathon Capital Management | 2,232 | $275.0K | 0.06% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,260 | $278.0K | 0.12% | +2,260 | New |
| World Asset Management Inc | 2,293 | $282.0K | 0.03% | −100−4.2% | Reduced |
| First Republic Investment Management, Inc. | 2,295 | $282.0K | 0.00% | +50+2.2% | Added |
| KB Financial Partners, LLC | 2,347 | $288.0K | 0.11% | +442+23.2% | Added |
| Bellevue Group AG | 2,400 | $295.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,425 | $297.0K | 0.01% | −531−18.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,445 | $300.0K | 0.00% | −599−19.7% | Reduced |
| Panagora Asset Management Inc | 2,488 | $306.0K | 0.00% | −750−23.2% | Reduced |
| Shepherd Financial Partners LLC | 2,541 | $312.0K | 0.06% | +2,541 | New |
| Stephens Inc | 2,600 | $319.0K | 0.00% | +301+13.1% | Added |