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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 1,420 | $216.0K | 0.01% | +1,420 | New |
| Total Clarity Wealth Management, Inc. | 1,407 | $214.0K | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,372 | $209.0K | 0.00% | +1,372 | New |
| Tudor Investment Corp Et Al | 1,367 | $208.0K | 0.00% | +1,367 | New |
| Hantz Financial Services, Inc. | 1,208 | $184.0K | 0.01% | +162+15.5% | Added |
| Stephenson National Bank & Trust | 1,061 | $161.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,024 | $155.0K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 895 | $136.0K | 0.09% | −32−3.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 854 | $130.0K | 0.00% | −10,732−92.6% | Reduced |
| Castleview Partners, LLC | 19,329 | $127.0K | 0.00% | +19,329 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 827 | $126.0K | 0.00% | +601+265.9% | Added |
| Spire Wealth Management | 792 | $121.0K | 0.00% | +126+18.9% | Added |
| Tobam | 783 | $119.0K | 0.01% | +544+227.6% | Added |
| Eagle Bay Advisors LLC | 766 | $117.0K | 0.08% | −261−25.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 674 | $103.0K | 0.00% | +194+40.4% | Added |
| Whittier Trust Co of Nevada Inc | 635 | $97.0K | 0.00% | −15,850−96.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 582 | $89.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 528 | $81.0K | 0.02% | −44−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 506 | $77.0K | 0.00% | +160+46.2% | Added |
| Sphinx Trading, LP | 500 | $76.0K | 0.08% | +500 | New |
| Cutler Group LP | 500 | $76.0K | 0.01% | +500 | New |
| Signaturefd, LLC | 494 | $75.0K | 0.00% | +8+1.6% | Added |
| Quadrant Capital Group LLC | 414 | $63.0K | 0.01% | −3−0.7% | Reduced |
| 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 |
| Fifth Third Bancorp | 390 | $59.0K | 0.00% | +78+25.0% | Added |
| MUFG Americas Holdings Corp | 367 | $56.0K | 0.00% | +227+162.1% | Added |
| Snowden Capital Advisors LLC | 367 | $55.0K | 0.00% | +367 | New |
| CVA Family Office, LLC | 340 | $52.0K | 0.01% | +340 | New |
| Covestor Ltd | 338 | $52.0K | 0.07% | +338 | New |
| Kings Point Capital Management | 310 | $47.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 303 | $46.0K | 0.00% | −22−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 285 | $43.0K | 0.00% | −86−23.2% | Reduced |
| National Bank of Canada | 222 | $34.0K | 0.00% | +222 | New |
| JFS Wealth Advisors, LLC | 219 | $33.0K | 0.00% | +219 | New |
| 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 |
| Cedar Wealth Management, LLC | 201 | $31.0K | 0.01% | +15+8.1% | Added |
| Confluence Wealth Services, Inc. | 189 | $28.0K | 0.01% | +189 | New |
| First Horizon Advisors, Inc. | 169 | $25.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 155 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 138 | $21.0K | 0.00% | +138 | New |
| CWM, LLC | 126 | $19.0K | 0.00% | +126 | New |
| IFP Advisors, Inc | 102 | $16.0K | 0.00% | −899−89.8% | Reduced |
| 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 |
| Cordasco Financial Network | 94 | $14.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 89 | $14.0K | 0.00% | +89 | New |
| Allworth Financial LP | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 81 | $12.0K | 0.00% | +81 | 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 |
| 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 |
| Earnest Partners LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 20 | $3.04K | 0.00% | −6−23.1% | Reduced |
| Private Capital Group, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | +15 | 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 |
| McDonald Partners LLC | 3 | $457 | 0.00% | +3 | New |
| Absolute Capital Management, LLC | 3 | $457 | 0.00% | +3 | New |
| Exane Derivatives | 2 | $304 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −198,819−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −193,294−100.0% | Sold out |
| BlueSpruce Investments, LP | 0 | $0 | 0.00% | −120,108−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −48,500−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −35,697−100.0% | Sold out |
| Heard Capital LLC | 0 | $0 | 0.00% | −35,415−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −21,109−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −17,677−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −11,994−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,249−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −8,871−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −8,344−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −7,303−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,029−100.0% | Sold out |