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 |
|---|---|---|---|---|---|
| Bellevue Group AG | 1,874 | $285.0K | 0.00% | −526−21.9% | Reduced |
| Baldwin Investment Management, LLC | 1,895 | $288.0K | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,955 | $298.0K | 0.02% | +1,955 | New |
| Austin Private Wealth, LLC | 1,988 | $303.0K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 2,025 | $308.0K | 0.01% | +40+2.0% | Added |
| Creative Planning | 2,030 | $309.0K | 0.00% | −16,107−88.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,062 | $314.0K | 0.00% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 2,085 | $317.0K | 0.06% | +114+5.8% | Added |
| Seven Eight Capital, LP | 2,092 | $318.0K | 0.06% | +2,092 | New |
| Cetera Investment Advisers | 2,099 | $319.0K | 0.00% | +2,099 | New |
| Mackenzie Financial Corp | 2,110 | $321.0K | 0.00% | +2,110 | New |
| Benjamin Edwards Inc | 2,224 | $338.0K | 0.11% | +1,818+447.8% | Added |
| First Republic Investment Management, Inc. | 2,277 | $347.0K | 0.00% | −18−0.8% | Reduced |
| Panagora Asset Management Inc | 2,370 | $361.0K | 0.00% | −118−4.7% | Reduced |
| Lido Advisors, LLC | 2,405 | $366.0K | 0.01% | −20−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,411 | $367.0K | 0.00% | −34−1.4% | Reduced |
| Los Angeles Capital Management LLC | 2,416 | $368.0K | 0.00% | −513−17.5% | Reduced |
| Studio Investment Management LLC | 2,425 | $369.0K | 0.13% | +165+7.3% | Added |
| Shepherd Financial Partners LLC | 2,541 | $387.0K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,596 | $395.0K | 0.00% | −5−0.2% | Reduced |
| Kolinsky Wealth Management, LLC | 2,617 | $398.0K | 0.37% | +2,617 | New |
| Curi Capital | 2,698 | $410.0K | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 2,758 | $420.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,784 | $424.0K | 0.12% | +437+18.6% | Added |
| Commerce Bank | 2,834 | $431.0K | 0.00% | −25−0.9% | Reduced |
| CIBC Asset Management Inc | 2,841 | $432.0K | 0.00% | +119+4.4% | Added |
| Stephens Inc | 2,875 | $438.0K | 0.01% | +275+10.6% | Added |
| Assenagon Asset Management S.A. | 2,912 | $443.0K | 0.00% | +2,912 | New |
| FourThought Financial, LLC | 2,973 | $452.0K | 0.06% | −181−5.7% | Reduced |
| SkyView Investment Advisors, LLC | 11,111 | $453.0K | 0.10% | +11,111 | New |
| HSBC Holdings PLC | 3,008 | $460.0K | 0.00% | +3,008 | New |
| MML Investors Services, LLC | 3,029 | $461.0K | 0.00% | +345+12.9% | Added |
| Koshinski Asset Management, Inc. | 3,060 | $465.7K | 0.04% | −16−0.5% | Reduced |
| Park Avenue Securities LLC | 3,074 | $468.0K | 0.01% | +3,074 | New |
| Prelude Capital Management, LLC | 3,120 | $475.0K | 0.02% | +3,120 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,182 | $483.7K | 0.00% | +3,182 | New |
| Natixis | 3,378 | $514.0K | 0.00% | −23,522−87.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 3,430 | $522.0K | 0.11% | +1,192+53.3% | Added |
| Axxcess Wealth Management, LLC | 3,478 | $529.0K | 0.04% | +3,478 | New |
| Pathstone Family Office, LLC | 3,532 | $538.0K | 0.01% | −9−0.3% | Reduced |
| Shelton Capital Management | 3,599 | $548.0K | 0.02% | −161−4.3% | Reduced |
| D.A. Davidson & Co. | 3,617 | $550.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3,638 | $553.0K | 0.00% | −963−20.9% | Reduced |
| Profund Advisors LLC | 3,635 | $553.0K | 0.02% | −205−5.3% | Reduced |
| Lincoln National Corp | 3,669 | $558.0K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,695 | $563.0K | 0.11% | +371+11.2% | Added |
| Curated Wealth Partners LLC | 3,765 | $574.0K | 0.19% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,771 | $574.0K | 0.02% | +172+4.8% | Added |
| Exchange Capital Management, Inc. | 3,887 | $592.0K | 0.11% | +25+0.6% | Added |
| Susquehanna Fundamental Investments, LLC | 4,000 | $609.0K | 0.02% | −1,385−25.7% | Reduced |
| Precision Wealth Strategies, LLC | 4,122 | $627.0K | 0.45% | +225+5.8% | Added |
| Meridian Financial Partners LLC | 4,200 | $630.0K | 0.43% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,247 | $646.0K | 0.11% | −527−11.0% | Reduced |
| Capital Asset Advisory Services LLC | 4,312 | $656.0K | 0.07% | +200+4.9% | Added |
| Pictet Asset Management SA | 4,322 | $658.0K | 0.00% | −335−7.2% | Reduced |
| First Manhattan Co | 4,354 | $662.0K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,354 | $663.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 4,390 | $668.0K | 0.07% | −52−1.2% | Reduced |
| Financial Advisory Corp | 4,458 | $679.0K | 0.33% | +4,458 | New |
| Squarepoint Ops LLC | 4,646 | $707.0K | 0.00% | +4,646 | New |
| Outlook Wealth Advisors, LLC | 4,825 | $734.0K | 0.22% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,845 | $737.0K | 0.01% | −3,542−42.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 4,845 | $737.0K | 0.10% | +4,845 | New |
| Martingale Asset Management L P | 4,891 | $745.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,168 | $787.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,149 | $792.0K | 0.00% | −393−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,370 | $817.0K | 0.01% | +2,427+82.5% | Added |
| JustInvest LLC | 5,637 | $858.0K | 0.05% | +2,780+97.3% | Added |
| Tocqueville Asset Management L.P. | 5,650 | $860.0K | 0.01% | −150−2.6% | Reduced |
| Holocene Advisors, LP | 5,967 | $908.0K | 0.00% | −45,821−88.5% | Reduced |
| Securian Asset Management, Inc | 5,990 | $912.0K | 0.02% | −100−1.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 6,040 | $919.0K | 0.30% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 6,068 | $924.0K | 0.50% | −371−5.8% | Reduced |
| Belpointe Asset Management LLC | 6,099 | $928.0K | 0.06% | −75−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 6,100 | $928.0K | 0.01% | +6,100 | New |
| Laurel Wealth Advisors, Inc. | 6,115 | $931.0K | 0.07% | +6,115 | New |
| Allstate Corp | 6,171 | $940.0K | 0.02% | −4,097−39.9% | Reduced |
| AQR Capital Management LLC | 6,246 | $951.0K | 0.00% | −36,735−85.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,315 | $961.0K | 0.00% | +4,848+330.5% | Added |
| Gotham Asset Management, LLC | 6,332 | $964.0K | 0.03% | +508+8.7% | Added |
| Baker Tilly Wealth Management, LLC | 6,552 | $997.0K | 0.11% | +151+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 6,600 | $1.00M | 0.01% | +6,600 | New |
| Bokf, NA | 7,222 | $1.10M | 0.02% | +113+1.6% | Added |
| Crossmark Global Holdings, Inc. | 7,222 | $1.10M | 0.02% | +1,860+34.7% | Added |
| Shell Asset Management Co | 7,416 | $1.13M | 0.02% | +34+0.5% | Added |
| Simplex Trading, LLC | 7,805 | $1.19M | 0.04% | +7,805 | New |
| Close Asset Management Ltd | 7,950 | $1.21M | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,387 | $1.28M | 0.00% | −3,185−27.5% | Reduced |
| Whittier Trust Co | 8,416 | $1.28M | 0.02% | −34,472−80.4% | Reduced |
| Cna Financial Corp | 9,325 | $1.42M | 0.37% | 00.0% | Unchanged |
| American Century Companies Inc | 9,375 | $1.43M | 0.00% | −2,597−21.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,600 | $1.46M | 0.01% | −27,958−74.4% | Reduced |
| Prudential Financial Inc | 9,165 | $1.47M | 0.00% | −6,121−40.0% | Reduced |
| Pacer Advisors, Inc. | 9,732 | $1.48M | 0.02% | +351+3.7% | Added |
| Eaton Vance Management | 9,844 | $1.50M | 0.00% | +335+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,878 | $1.50M | 0.01% | +2,012+25.6% | Added |
| Virginia Retirement Systems Et Al | 10,000 | $1.52M | 0.01% | −17,000−63.0% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.52M | 0.74% | +10,000 | New |
| Torray LLC | 10,287 | $1.57M | 0.23% | −5,179−33.5% | Reduced |
| Blair William & Co | 10,485 | $1.60M | 0.01% | +4,682+80.7% | Added |