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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, Q4 2021

Institutional positions in Aspen Technology, Inc. as of Dec 31, 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
382
+35 vs. Q3 2021
Shares held
64.7M
−2.68M (−4.0%) vs. Q3 2021
Total value
$9.84B
+$1.56B (+18.8%) vs. Q3 2021
New holders
78
109 more added
Sold out
43
137 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 382 institutions
Q1 2021: 376 institutionsQ2 2021: 364 institutionsQ3 2021: 351 institutionsQ4 2021: 382 institutionsQ1 2022: 381 institutionsQ2 2022: 318 institutionsQ3 2022: 341 institutionsQ4 2022: 385 institutionsQ1 2023: 376 institutionsQ2 2023: 357 institutionsQ3 2023: 370 institutionsQ4 2023: 372 institutionsQ1 2024: 390 institutionsQ2 2024: 395 institutionsQ3 2024: 426 institutionsQ4 2024: 450 institutionsQ1 2025: 7 institutionsQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ4 2021: $9.84B
Q1 2021: $9.68BQ2 2021: $9.55BQ3 2021: $8.28BQ4 2021: $9.84BQ1 2022: $10.8BQ2 2022: $4.50BQ3 2022: $6.89BQ4 2022: $6.01BQ1 2023: $6.86BQ2 2023: $4.83BQ3 2023: $5.87BQ4 2023: $6.34BQ1 2024: $6.06BQ2 2024: $5.79BQ3 2024: $7.00BQ4 2024: $6.92BQ1 2025: $8.49MQ2 2025: $200Q3 2025: $200Q4 2025: $200Q1 2026: $200Q2 2026: $200
Institutions holding AZPN and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20261$200
Q4 20251$200
Q3 20251$200
Q2 20251$200
Q1 20257$8.49M
Q4 2024450$6.92B
Q3 2024426$7.00B
Q2 2024395$5.79B
Q1 2024390$6.06B
Q4 2023372$6.34B
Q3 2023370$5.87B
Q2 2023357$4.83B
Q1 2023376$6.86B
Q4 2022385$6.01B
Q3 2022341$6.89B
Q2 2022318$4.50B
Q1 2022381$10.8B
Q4 2021382$9.84B
Q3 2021351$8.28B
Q2 2021364$9.55B
Q1 2021376$9.68B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2021.

Institutions holding AZPN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC6,702,004$1.02B2.35%−85,718−1.3%Reduced
Vanguard Group Inc6,284,669$956.5M0.02%−106,471−1.7%Reduced
BlackRock Inc.6,237,913$949.4M0.02%+94,634+1.5%Added
Neuberger Berman Group LLC2,458,511$371.4M0.29%−75,966−3.0%Reduced
40 North Management LLC2,439,000$371.2M9.72%+443,000+22.2%Added
Nordea Investment Management AB2,304,011$351.9M0.42%+49,848+2.2%Added
FMR LLC1,942,986$295.7M0.02%−485,859−20.0%Reduced
Ameriprise Financial Inc1,787,303$272.0M0.08%+49,753+2.9%Added
State Street Corp1,775,166$270.2M0.01%+54,493+3.2%Added
Van Eck Associates Corp1,398,233$212.8M0.49%+37,172+2.7%Added
Bamco Inc1,247,952$189.9M0.40%−6,603−0.5%Reduced
Bessemer Group Inc1,161,734$176.8M0.35%+148,910+14.7%Added
Clearbridge Investments, LLC1,099,068$167.3M0.11%+1,535+0.1%Added
Epoch Investment Partners, Inc.1,058,435$161.1M0.82%+791,211+296.1%Added
Franklin Resources Inc1,046,669$159.3M0.06%+100.0%Added
Fisher Asset Management, LLC978,051$148.9M0.08%−57,623−5.6%Reduced
Lazard Asset Management LLC972,777$148.1M0.16%−522−0.1%Reduced
Two Creeks Capital Management, LP917,504$139.6M7.14%−20,485−2.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.917,237$139.6M0.08%00.0%Unchanged
Macquarie Group Ltd890,512$135.5M0.11%−594,587−40.0%Reduced
Geode Capital Management, LLC887,099$135.2M0.02%+7,436+0.8%Added
Bank of New York Mellon Corp857,816$130.6M0.02%−29,926−3.4%Reduced
JPMorgan Chase & Co793,619$120.8M0.01%−409,619−34.0%Reduced
Wells Fargo & Company700,686$106.6M0.03%−70,038−9.1%Reduced
Norges Bank645,468$98.2M0.02%+91,199+16.5%Added
Capital Research Global Investors637,418$97.0M0.02%−165,810−20.6%Reduced
Northern Trust Corp592,152$90.1M0.01%−13,705−2.3%Reduced
Robeco Institutional Asset Management B.V.527,019$80.2M0.17%−168,692−24.2%Reduced
Credit Suisse AG517,114$78.7M0.06%−216,879−29.5%Reduced
Dimensional Fund Advisors LP494,284$75.2M0.02%+337+0.1%Added
Price T Rowe Associates Inc478,976$72.9M0.01%−74,569−13.5%Reduced
Mawer Investment Management Ltd.462,078$70.3M0.32%−143,138−23.7%Reduced
Janus Henderson Group PLC440,881$67.1M0.03%+387,624+727.8%Added
Charles Schwab Investment Management Inc395,829$60.2M0.02%+7,811+2.0%Added
Raymond James & Associates358,094$54.5M0.04%+15,531+4.5%Added
Boston Trust Walden Corp355,932$54.2M0.43%−17,320−4.6%Reduced
Aristotle Capital Boston, LLC345,270$52.5M1.23%−9,087−2.6%Reduced
Alkeon Capital Management LLC340,000$51.7M0.18%−93,748−21.6%Reduced
Principal Financial Group Inc329,738$50.2M0.03%−10,513−3.1%Reduced
AXA S.A.329,133$50.1M0.13%−19,692−5.6%Reduced
Stephens Investment Management Group LLC308,248$46.9M0.61%−606−0.2%Reduced
Goldman Sachs Group Inc305,547$46.5M0.01%+169,290+124.2%Added
FIL Ltd295,000$44.9M0.05%−1,112,329−79.0%Reduced
Lord, Abbett & Co. LLC268,722$40.9M0.09%+4,573+1.7%Added
Nuveen Asset Management, LLC247,966$37.7M0.01%−26,504−9.7%Reduced
RMB Capital Management, LLC229,219$34.9M1.05%+5,312+2.4%Added
Wellington Management Group LLP228,964$34.8M0.01%−1,302,276−85.0%Reduced
Royal Bank of Canada220,509$33.6M0.01%−10,875−4.7%Reduced
Fiera Capital Corp217,741$33.1M0.08%+46,000+26.8%Added
Riverbridge Partners LLC215,164$32.7M0.32%+4,463+2.1%Added
Mangrove Partners214,218$32.6M2.41%+214,218New
Bank of America Corp214,035$32.6M0.00%−20,441−8.7%Reduced
Howland Capital Management LLC208,529$31.7M1.61%−4,715−2.2%Reduced
Deutsche Bank AG199,574$30.4M0.01%+734+0.4%Added
Alpine Associates Management Inc.194,191$29.6M1.11%+194,191New
Envestnet Asset Management Inc186,464$28.4M0.01%+2,739+1.5%Added
Rhumbline Advisers184,491$28.1M0.03%+621+0.3%Added
Stifel Financial Corp171,353$26.1M0.03%+4,193+2.5%Added
Public Employees Retirement Association of Colorado167,437$25.5M0.10%00.0%Unchanged
Citadel Advisors LLC162,012$24.7M0.03%+152,149+1,542.6%Added
Lombard Odier Asset Management (Europe) Ltd160,405$24.4M1.10%+62,494+63.8%Added
California Public Employees Retirement System148,866$22.7M0.02%−4,200−2.7%Reduced
Legal & General Group Plc148,367$22.6M0.01%−30,908−17.2%Reduced
Swiss National Bank147,600$22.5M0.01%−2,600−1.7%Reduced
Marshall Wace, LLP133,407$20.3M0.04%+133,407New
Kornitzer Capital Management Inc129,094$19.6M0.29%+10,000+8.4%Added
UBS Asset Management Americas Inc119,590$18.2M0.01%+708+0.6%Added
Barclays PLC119,031$18.1M0.01%−11,151−8.6%Reduced
SEI Investments Co118,769$18.1M0.03%−8,075−6.4%Reduced
2Xideas AG114,988$17.5M1.06%+31,623+37.9%Added
Thornburg Investment Management Inc113,860$17.3M0.20%+113,860New
American International Group, Inc.113,717$17.3M0.09%−3,820−3.3%Reduced
Parametric Portfolio Associates LLC112,016$17.0M0.01%+2,395+2.2%Added
Edmond de Rothschild Holding S.A.107,770$16.4M0.35%+107,770New
Nekton Capital Ltd.104,607$15.9M9.64%+104,607New
Swedbank AB103,728$15.8M0.03%+1,600+1.6%Added
Retirement Systems of Alabama103,128$15.7M0.05%+15,196+17.3%Added
Alliancebernstein L.P.102,788$15.6M0.01%−3,669−3.4%Reduced
Two Sigma Advisers, LP100,000$15.2M0.04%+100,000New
Invesco Ltd.98,248$15.0M0.00%−169,928−63.4%Reduced
New York State Common Retirement Fund95,305$14.5M0.01%−2,328−2.4%Reduced
California State Teachers Retirement System93,380$14.2M0.02%−21,601−18.8%Reduced
Citigroup Inc90,076$13.7M0.01%+40,724+82.5%Added
State of Wisconsin Investment Board85,599$13.0M0.03%−364−0.4%Reduced
Oribel Capital Management, LP83,100$12.6M1.05%+83,100New
Millennium Management LLC82,713$12.6M0.01%+82,713New
State Board of Administration of Florida Retirement System78,557$12.0M0.02%−435−0.6%Reduced
Manufacturers Life Insurance Company, The75,557$11.5M0.01%−2,684−3.4%Reduced
Strategic Global Advisors, LLC62,605$9.53M1.24%+5,094+8.9%Added
Banco Santander, S.A.61,988$9.44M0.05%−18,890−23.4%Reduced
Spring Creek Capital LLC60,000$9.13M0.35%+60,000New
Mutual of America Capital Management LLC59,859$9.11M0.09%−20.0%Reduced
DF Dent & Co Inc57,253$8.71M0.09%−28,424−33.2%Reduced
New York State Teachers Retirement System54,993$8.37M0.02%+9,608+21.2%Added
Qube Research & Technologies Ltd51,895$7.90M0.06%+39,402+315.4%Added
Amalgamated Bank50,758$7.72M0.06%+1,112+2.2%Added
Daiwa Securities Group Inc.49,437$7.52M0.04%+2,000+4.2%Added
Texas Permanent School Fund48,458$7.38M0.09%−1,779−3.5%Reduced
ICICI Prudential Asset Management Co Ltd47,342$7.21M0.89%−5,600−10.6%Reduced
Regions Financial Corp47,127$7.17M0.06%+1,821+4.0%Added