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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 6,401 | $786.0K | 0.10% | +581+10.0% | Added |
| Belpointe Asset Management LLC | 6,174 | $758.0K | 0.05% | +1,734+39.1% | Added |
| Securian Asset Management, Inc | 6,090 | $748.0K | 0.02% | −161−2.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 6,040 | $742.0K | 0.26% | +6,040 | New |
| Gotham Asset Management, LLC | 5,824 | $715.0K | 0.03% | +2,132+57.7% | Added |
| Blair William & Co | 5,803 | $713.0K | 0.00% | −5,034−46.5% | Reduced |
| Echo Street Capital Management LLC | 5,797 | $712.0K | 0.01% | +3,222+125.1% | Added |
| Tocqueville Asset Management L.P. | 5,800 | $712.0K | 0.01% | +3,650+169.8% | Added |
| Bank of Montreal | 5,616 | $706.0K | 0.00% | −2,184−28.0% | Reduced |
| Meridian Financial Partners LLC | 4,200 | $689.0K | 0.46% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,542 | $671.0K | 0.00% | −8,410−60.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,385 | $661.0K | 0.01% | +3,510+187.2% | Added |
| Crossmark Global Holdings, Inc. | 5,362 | $658.0K | 0.02% | −50−0.9% | Reduced |
| Maryland State Retirement & Pension System | 5,168 | $649.0K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 5,250 | $645.0K | 0.00% | −32,264−86.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 5,167 | $635.0K | 0.01% | −3,438−40.0% | Reduced |
| Martingale Asset Management L P | 4,891 | $601.0K | 0.01% | −439−8.2% | Reduced |
| Outlook Wealth Advisors, LLC | 4,825 | $593.0K | 0.19% | 00.0% | Unchanged |
| BBVA USA | 4,819 | $591.0K | 0.03% | −190−3.8% | Reduced |
| LVW Advisors, LLC | 4,774 | $586.0K | 0.10% | +61+1.3% | Added |
| Pictet Asset Management SA | 4,657 | $572.0K | 0.00% | +4,657 | New |
| Toronto Dominion Bank | 4,601 | $565.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 4,442 | $545.0K | 0.06% | +231+5.5% | Added |
| Wesbanco Bank Inc | 4,354 | $535.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 4,354 | $534.0K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,112 | $505.0K | 0.06% | +85+2.1% | Added |
| Sciencast Management LP | 3,029 | $501.0K | 0.14% | +3,029 | New |
| Precision Wealth Strategies, LLC | 3,897 | $479.0K | 0.37% | +984+33.8% | Added |
| Exchange Capital Management, Inc. | 3,862 | $474.0K | 0.09% | +3,862 | New |
| Profund Advisors LLC | 3,840 | $472.0K | 0.02% | −352−8.4% | Reduced |
| Curated Wealth Partners LLC | 3,765 | $463.0K | 0.26% | 00.0% | Unchanged |
| Shelton Capital Management | 3,760 | $462.0K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 3,669 | $451.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,617 | $444.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,599 | $442.0K | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,601 | $442.0K | 0.00% | +225+6.7% | Added |
| Pathstone Family Office, LLC | 3,541 | $435.0K | 0.01% | +1,375+63.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,460 | $425.0K | 0.05% | +3,460 | New |
| Advisor OS, LLC | 3,324 | $407.0K | 0.09% | +481+16.9% | Added |
| FourThought Financial, LLC | 3,154 | $387.0K | 0.05% | −271−7.9% | Reduced |
| Koshinski Asset Management, Inc. | 3,076 | $377.7K | 0.03% | +864+39.1% | Added |
| Algert Global LLC | 2,999 | $368.0K | 0.05% | +2,999 | New |
| Tower Research Capital LLC (TRC) | 2,943 | $361.0K | 0.01% | −2,390−44.8% | Reduced |
| Los Angeles Capital Management LLC | 2,929 | $360.0K | 0.00% | −1,448−33.1% | Reduced |
| Commerce Bank | 2,859 | $351.0K | 0.00% | −878−23.5% | Reduced |
| JustInvest LLC | 2,857 | $351.0K | 0.03% | +2,857 | New |
| Pitcairn Co | 2,758 | $339.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,722 | $334.0K | 0.00% | +214+8.5% | Added |
| Curi Capital | 2,698 | $331.0K | 0.15% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,684 | $330.0K | 0.00% | +213+8.6% | Added |
| Stephens Inc | 2,600 | $319.0K | 0.00% | +301+13.1% | Added |
| Captrust Financial Advisors | 2,601 | $319.0K | 0.00% | +538+26.1% | Added |
| Shepherd Financial Partners LLC | 2,541 | $312.0K | 0.06% | +2,541 | New |
| Panagora Asset Management Inc | 2,488 | $306.0K | 0.00% | −750−23.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,445 | $300.0K | 0.00% | −599−19.7% | Reduced |
| Lido Advisors, LLC | 2,425 | $297.0K | 0.01% | −531−18.0% | Reduced |
| Bellevue Group AG | 2,400 | $295.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,347 | $288.0K | 0.11% | +442+23.2% | Added |
| 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 |
| Studio Investment Management LLC | 2,260 | $278.0K | 0.12% | +2,260 | New |
| 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 |
| Cigna Investments Inc | 2,105 | $258.0K | 0.02% | −100−4.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,062 | $253.0K | 0.00% | −1,200−36.8% | Reduced |
| Northwest Bancshares, Inc. | 2,045 | $251.0K | 0.06% | −70−3.3% | 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 |
| Pacific Global Investment Management CO | 1,971 | $242.0K | 0.05% | −108−5.2% | Reduced |
| IBM Retirement Fund | 1,925 | $236.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,895 | $233.0K | 0.04% | −1,485−43.9% | Reduced |
| Moloney Securities Asset Management, LLC | 1,815 | $223.0K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,736 | $213.0K | 0.00% | +1,736 | New |
| Symmetry Partners, LLC | 1,644 | $208.0K | 0.01% | −1,226−42.7% | Reduced |
| Miller Investment Management, LP | 1,651 | $203.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,561 | $192.0K | 0.00% | +600+62.4% | Added |
| The PNC Financial Services Group, Inc. | 1,467 | $180.0K | 0.00% | −735−33.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,407 | $173.0K | 0.08% | +1,407 | New |
| Brewin Dolphin Ltd | 1,290 | $158.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,090 | $134.0K | 0.05% | +123+12.7% | Added |
| Stephenson National Bank & Trust | 1,061 | $130.0K | 0.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,046 | $128.0K | 0.00% | +155+17.4% | Added |
| Eagle Bay Advisors LLC | 1,027 | $126.0K | 0.07% | +274+36.4% | Added |
| Ellis Investment Partners, LLC | 1,024 | $125.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,001 | $121.0K | 0.00% | +901+901.0% | Added |
| Wolff Wiese Magana LLC | 927 | $114.0K | 0.08% | +2+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 686 | $84.0K | 0.00% | +465+210.4% | Added |
| Spire Wealth Management | 666 | $82.0K | 0.00% | +30+4.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 582 | $71.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 572 | $70.0K | 0.02% | +6+1.1% | Added |
| HM Payson & Co | 550 | $68.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 516 | $63.0K | 0.01% | +516 | New |
| Signaturefd, LLC | 486 | $60.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 480 | $59.0K | 0.00% | +55+12.9% | Added |
| Quadrant Capital Group LLC | 417 | $51.0K | 0.01% | +18+4.5% | Added |
| Benjamin Edwards Inc | 406 | $50.0K | 0.03% | +275+209.9% | Added |
| Sargent Bickham Lagudis LLC | 393 | $48.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 371 | $45.0K | 0.00% | +361+3,610.0% | Added |
| Northwestern Mutual Wealth Management Co | 346 | $42.0K | 0.00% | +38+12.3% | Added |
| Proequities, Inc. | 325 | $40.0K | 0.00% | +9+2.8% | Added |