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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 6,600 | $1.00M | 0.01% | +6,600 | New |
| Baker Tilly Wealth Management, LLC | 6,552 | $997.0K | 0.11% | +151+2.4% | Added |
| Gotham Asset Management, LLC | 6,332 | $964.0K | 0.03% | +508+8.7% | Added |
| The PNC Financial Services Group, Inc. | 6,315 | $961.0K | 0.00% | +4,848+330.5% | Added |
| AQR Capital Management LLC | 6,246 | $951.0K | 0.00% | −36,735−85.5% | Reduced |
| Allstate Corp | 6,171 | $940.0K | 0.02% | −4,097−39.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,115 | $931.0K | 0.07% | +6,115 | New |
| 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 |
| Garrison Asset Management, LLC | 6,068 | $924.0K | 0.50% | −371−5.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 6,040 | $919.0K | 0.30% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,990 | $912.0K | 0.02% | −100−1.6% | Reduced |
| Holocene Advisors, LP | 5,967 | $908.0K | 0.00% | −45,821−88.5% | Reduced |
| Tocqueville Asset Management L.P. | 5,650 | $860.0K | 0.01% | −150−2.6% | Reduced |
| JustInvest LLC | 5,637 | $858.0K | 0.05% | +2,780+97.3% | Added |
| Tower Research Capital LLC (TRC) | 5,370 | $817.0K | 0.01% | +2,427+82.5% | Added |
| HighTower Advisors, LLC | 5,149 | $792.0K | 0.00% | −393−7.1% | Reduced |
| Maryland State Retirement & Pension System | 5,168 | $787.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,891 | $745.0K | 0.01% | 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 |
| Outlook Wealth Advisors, LLC | 4,825 | $734.0K | 0.22% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,646 | $707.0K | 0.00% | +4,646 | New |
| Financial Advisory Corp | 4,458 | $679.0K | 0.33% | +4,458 | New |
| Icon Wealth Partners, LLC | 4,390 | $668.0K | 0.07% | −52−1.2% | Reduced |
| Wesbanco Bank Inc | 4,354 | $663.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 4,354 | $662.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,322 | $658.0K | 0.00% | −335−7.2% | Reduced |
| Capital Asset Advisory Services LLC | 4,312 | $656.0K | 0.07% | +200+4.9% | Added |
| LVW Advisors, LLC | 4,247 | $646.0K | 0.11% | −527−11.0% | Reduced |
| Meridian Financial Partners LLC | 4,200 | $630.0K | 0.43% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 4,122 | $627.0K | 0.45% | +225+5.8% | Added |
| Susquehanna Fundamental Investments, LLC | 4,000 | $609.0K | 0.02% | −1,385−25.7% | Reduced |
| Exchange Capital Management, Inc. | 3,887 | $592.0K | 0.11% | +25+0.6% | 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 |
| Advisor OS, LLC | 3,695 | $563.0K | 0.11% | +371+11.2% | Added |
| Lincoln National Corp | 3,669 | $558.0K | 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 |
| D.A. Davidson & Co. | 3,617 | $550.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 3,599 | $548.0K | 0.02% | −161−4.3% | Reduced |
| Pathstone Family Office, LLC | 3,532 | $538.0K | 0.01% | −9−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 3,478 | $529.0K | 0.04% | +3,478 | New |
| Intercontinental Wealth Advisors, LLC | 3,430 | $522.0K | 0.11% | +1,192+53.3% | Added |
| Natixis | 3,378 | $514.0K | 0.00% | −23,522−87.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,182 | $483.7K | 0.00% | +3,182 | New |
| Prelude Capital Management, LLC | 3,120 | $475.0K | 0.02% | +3,120 | New |
| Park Avenue Securities LLC | 3,074 | $468.0K | 0.01% | +3,074 | New |
| Koshinski Asset Management, Inc. | 3,060 | $465.7K | 0.04% | −16−0.5% | Reduced |
| MML Investors Services, LLC | 3,029 | $461.0K | 0.00% | +345+12.9% | Added |
| HSBC Holdings PLC | 3,008 | $460.0K | 0.00% | +3,008 | New |
| SkyView Investment Advisors, LLC | 11,111 | $453.0K | 0.10% | +11,111 | New |
| FourThought Financial, LLC | 2,973 | $452.0K | 0.06% | −181−5.7% | Reduced |
| Assenagon Asset Management S.A. | 2,912 | $443.0K | 0.00% | +2,912 | New |
| Stephens Inc | 2,875 | $438.0K | 0.01% | +275+10.6% | Added |
| CIBC Asset Management Inc | 2,841 | $432.0K | 0.00% | +119+4.4% | Added |
| Commerce Bank | 2,834 | $431.0K | 0.00% | −25−0.9% | Reduced |
| KB Financial Partners, LLC | 2,784 | $424.0K | 0.12% | +437+18.6% | Added |
| Pitcairn Co | 2,758 | $420.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 2,698 | $410.0K | 0.07% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,617 | $398.0K | 0.37% | +2,617 | New |
| Captrust Financial Advisors | 2,596 | $395.0K | 0.00% | −5−0.2% | Reduced |
| Shepherd Financial Partners LLC | 2,541 | $387.0K | 0.07% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,425 | $369.0K | 0.13% | +165+7.3% | Added |
| Los Angeles Capital Management LLC | 2,416 | $368.0K | 0.00% | −513−17.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,411 | $367.0K | 0.00% | −34−1.4% | Reduced |
| Lido Advisors, LLC | 2,405 | $366.0K | 0.01% | −20−0.8% | Reduced |
| Panagora Asset Management Inc | 2,370 | $361.0K | 0.00% | −118−4.7% | Reduced |
| First Republic Investment Management, Inc. | 2,277 | $347.0K | 0.00% | −18−0.8% | Reduced |
| Benjamin Edwards Inc | 2,224 | $338.0K | 0.11% | +1,818+447.8% | Added |
| Mackenzie Financial Corp | 2,110 | $321.0K | 0.00% | +2,110 | New |
| Cetera Investment Advisers | 2,099 | $319.0K | 0.00% | +2,099 | New |
| Seven Eight Capital, LP | 2,092 | $318.0K | 0.06% | +2,092 | New |
| Pacific Global Investment Management CO | 2,085 | $317.0K | 0.06% | +114+5.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,062 | $314.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 2,030 | $309.0K | 0.00% | −16,107−88.8% | Reduced |
| MAI Capital Management | 2,025 | $308.0K | 0.01% | +40+2.0% | Added |
| Austin Private Wealth, LLC | 1,988 | $303.0K | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,955 | $298.0K | 0.02% | +1,955 | New |
| Baldwin Investment Management, LLC | 1,895 | $288.0K | 0.08% | 00.0% | Unchanged |
| Bellevue Group AG | 1,874 | $285.0K | 0.00% | −526−21.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,852 | $282.0K | 0.18% | +1,852 | New |
| Jane Street Group, LLC | 1,842 | $280.0K | 0.00% | −8,657−82.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,784 | $271.0K | 0.08% | +1,784 | New |
| Veritable, L.P. | 1,666 | $254.0K | 0.00% | +1,666 | New |
| Miller Investment Management, LP | 1,651 | $251.0K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,641 | $250.0K | 0.00% | −23,304−93.4% | Reduced |
| Brookfield Asset Management Inc. | 1,633 | $249.0K | 0.00% | +1,633 | New |
| HBK Sorce Advisory LLC | 1,593 | $242.0K | 0.01% | +1,593 | New |
| Dynamic Technology Lab Private Ltd | 1,558 | $237.0K | 0.03% | −1,902−55.0% | Reduced |
| Wetherby Asset Management Inc | 1,539 | $234.0K | 0.01% | +1,539 | New |
| Cigna Investments Inc | 1,525 | $231.0K | 0.02% | −580−27.6% | Reduced |
| Davenport & Co LLC | 1,496 | $228.0K | 0.00% | −240−13.8% | Reduced |
| 6 Meridian | 1,500 | $228.0K | 0.02% | +1,500 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,537 | $226.0K | 0.14% | +1,537 | New |
| Dearborn Partners LLC | 1,479 | $225.0K | 0.01% | +1,479 | New |
| Woodstock Corp | 1,470 | $224.0K | 0.02% | +1,470 | New |
| Moloney Securities Asset Management, LLC | 1,465 | $223.0K | 0.04% | −350−19.3% | Reduced |
| Quantbot Technologies LP | 1,452 | $220.0K | 0.02% | +1,452 | New |