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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2 | $304 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 3 | $457 | 0.00% | +3 | New |
| Absolute Capital Management, LLC | 3 | $457 | 0.00% | +3 | New |
| Ci Investments Inc. | 4 | $1.00K | 0.00% | −98,209−100.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Sierra Capital LLC | 9 | $1.00K | 0.00% | +9 | New |
| Schubert & Co | 6 | $1.00K | 0.00% | +6 | New |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Private Capital Group, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 20 | $3.04K | 0.00% | −6−23.1% | Reduced |
| Harvest Fund Management Co., Ltd | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 24 | $4.00K | 0.00% | +4+20.0% | Added |
| Brown Brothers Harriman & Co | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 31 | $5.00K | 0.00% | +31 | New |
| Albion Financial Group | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $6.00K | 0.00% | +12+41.4% | Added |
| NEXT Financial Group, Inc | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 62 | $9.00K | 0.00% | −1−1.6% | Reduced |
| Jones Financial Companies LLLP | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 61 | $9.00K | 0.00% | +61 | New |
| Carroll Financial Associates, Inc. | 73 | $11.0K | 0.00% | −1−1.4% | Reduced |
| Chilton Capital Management LLC | 69 | $11.0K | 0.00% | +69 | New |
| GPS Wealth Strategies Group, LLC | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 81 | $12.0K | 0.00% | +81 | New |
| Allworth Financial LP | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 94 | $14.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 89 | $14.0K | 0.00% | +89 | New |
| HM Payson & Co | 100 | $15.0K | 0.00% | −450−81.8% | Reduced |
| C M Bidwell & Associates Ltd | 101 | $15.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 102 | $16.0K | 0.00% | −899−89.8% | Reduced |
| CWM, LLC | 126 | $19.0K | 0.00% | +126 | New |
| Signet Financial Management, LLC | 138 | $21.0K | 0.00% | +138 | New |
| Endurance Wealth Management, Inc. | 155 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 169 | $25.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 189 | $28.0K | 0.01% | +189 | New |
| Cedar Wealth Management, LLC | 201 | $31.0K | 0.01% | +15+8.1% | Added |
| Parallel Advisors, LLC | 213 | $32.0K | 0.00% | +165+343.8% | Added |
| Fortitude Advisory Group L.L.C. | 208 | $32.0K | 0.02% | +208 | New |
| JFS Wealth Advisors, LLC | 219 | $33.0K | 0.00% | +219 | New |
| National Bank of Canada | 222 | $34.0K | 0.00% | +222 | New |
| Rockefeller Capital Management L.P. | 285 | $43.0K | 0.00% | −86−23.2% | Reduced |
| Proequities, Inc. | 303 | $46.0K | 0.00% | −22−6.8% | Reduced |
| Kings Point Capital Management | 310 | $47.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 340 | $52.0K | 0.01% | +340 | New |
| Covestor Ltd | 338 | $52.0K | 0.07% | +338 | New |
| Snowden Capital Advisors LLC | 367 | $55.0K | 0.00% | +367 | New |
| MUFG Americas Holdings Corp | 367 | $56.0K | 0.00% | +227+162.1% | Added |
| Fifth Third Bancorp | 390 | $59.0K | 0.00% | +78+25.0% | Added |
| Harbor Investment Advisory, LLC | 391 | $60.0K | 0.01% | −125−24.2% | Reduced |
| Sargent Bickham Lagudis LLC | 393 | $60.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 414 | $63.0K | 0.01% | −3−0.7% | Reduced |
| Signaturefd, LLC | 494 | $75.0K | 0.00% | +8+1.6% | Added |
| Sphinx Trading, LP | 500 | $76.0K | 0.08% | +500 | New |
| Cutler Group LP | 500 | $76.0K | 0.01% | +500 | New |
| Northwestern Mutual Wealth Management Co | 506 | $77.0K | 0.00% | +160+46.2% | Added |
| Parkside Financial Bank & Trust | 528 | $81.0K | 0.02% | −44−7.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 582 | $89.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 635 | $97.0K | 0.00% | −15,850−96.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 674 | $103.0K | 0.00% | +194+40.4% | Added |
| Eagle Bay Advisors LLC | 766 | $117.0K | 0.08% | −261−25.4% | Reduced |
| Tobam | 783 | $119.0K | 0.01% | +544+227.6% | Added |
| Spire Wealth Management | 792 | $121.0K | 0.00% | +126+18.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 827 | $126.0K | 0.00% | +601+265.9% | Added |
| Castleview Partners, LLC | 19,329 | $127.0K | 0.00% | +19,329 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 854 | $130.0K | 0.00% | −10,732−92.6% | Reduced |
| Wolff Wiese Magana LLC | 895 | $136.0K | 0.09% | −32−3.5% | Reduced |
| Ellis Investment Partners, LLC | 1,024 | $155.0K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,061 | $161.0K | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,208 | $184.0K | 0.01% | +162+15.5% | Added |
| Tudor Investment Corp Et Al | 1,367 | $208.0K | 0.00% | +1,367 | New |
| Kestra Advisory Services, LLC | 1,372 | $209.0K | 0.00% | +1,372 | New |
| Total Clarity Wealth Management, Inc. | 1,407 | $214.0K | 0.10% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,420 | $216.0K | 0.01% | +1,420 | New |
| Quantbot Technologies LP | 1,452 | $220.0K | 0.02% | +1,452 | New |
| Moloney Securities Asset Management, LLC | 1,465 | $223.0K | 0.04% | −350−19.3% | Reduced |
| Woodstock Corp | 1,470 | $224.0K | 0.02% | +1,470 | New |
| Dearborn Partners LLC | 1,479 | $225.0K | 0.01% | +1,479 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,537 | $226.0K | 0.14% | +1,537 | New |
| Davenport & Co LLC | 1,496 | $228.0K | 0.00% | −240−13.8% | Reduced |
| 6 Meridian | 1,500 | $228.0K | 0.02% | +1,500 | New |
| Cigna Investments Inc | 1,525 | $231.0K | 0.02% | −580−27.6% | Reduced |
| Wetherby Asset Management Inc | 1,539 | $234.0K | 0.01% | +1,539 | New |
| Dynamic Technology Lab Private Ltd | 1,558 | $237.0K | 0.03% | −1,902−55.0% | Reduced |
| HBK Sorce Advisory LLC | 1,593 | $242.0K | 0.01% | +1,593 | New |
| Brookfield Asset Management Inc. | 1,633 | $249.0K | 0.00% | +1,633 | New |
| Morningstar Investment Services LLC | 1,641 | $250.0K | 0.00% | −23,304−93.4% | Reduced |
| Miller Investment Management, LP | 1,651 | $251.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 1,666 | $254.0K | 0.00% | +1,666 | New |
| EverSource Wealth Advisors, LLC | 1,784 | $271.0K | 0.08% | +1,784 | New |
| Jane Street Group, LLC | 1,842 | $280.0K | 0.00% | −8,657−82.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,852 | $282.0K | 0.18% | +1,852 | New |