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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 312 | $38.0K | 0.00% | +67+27.3% | Added |
| Kings Point Capital Management | 310 | $38.0K | 0.00% | +310 | New |
| Nisa Investment Advisors, LLC | 300 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 239 | $29.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cedar Wealth Management, LLC | 186 | $23.0K | 0.01% | +186 | New |
| First Horizon Advisors, Inc. | 169 | $20.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Guidance Point Advisors, LLC | 147 | $18.0K | 0.01% | +147 | New |
| MUFG Americas Holdings Corp | 140 | $17.0K | 0.00% | +140 | 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 |
| GPS Wealth Strategies Group, LLC | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 85 | $10.0K | 0.00% | +85 | New |
| Carroll Financial Associates, Inc. | 74 | $9.00K | 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 |
| 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 |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 37 | $4.54K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 26 | $3.19K | 0.00% | −4,062−99.4% | Reduced |
| 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 |
| Thomas J. Herzfeld Advisors, Inc. | 20 | $2.00K | 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 |
| Exane Derivatives | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2 | $246 | 0.00% | 00.0% | Unchanged |
| 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 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,516,682−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −89,311−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −24,440−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −23,384−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,070−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,131−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,848−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −11,896−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −8,880−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,545−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,677−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −6,024−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,052−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −2,794−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,219−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −1,867−100.0% | Sold out |
| Hexavest Inc. | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Woodstock Corp | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −160−100.0% | Sold out |