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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, Q1 2022

Institutional positions in Aspen Technology, Inc. as of Mar 31, 2022. 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
381
+6 vs. Q4 2021
Shares held
65.3M
+607.8K (+0.9%) vs. Q4 2021
Total value
$10.8B
+$950.8M (+9.7%) vs. Q4 2021
New holders
55
133 more added
Sold out
49
138 more reduced

7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 381 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 heldQ1 2022: $10.8B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2021.

Institutions holding AZPN in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC7,186,978$1.19B3.16%+484,974+7.2%Added
BlackRock Inc.6,645,133$1.10B0.03%+407,220+6.5%Added
Vanguard Group Inc6,336,062$1.05B0.02%+51,393+0.8%Added
40 North Management LLC3,105,466$513.6M14.18%+666,466+27.3%Added
Neuberger Berman Group LLC2,397,482$396.5M0.34%−61,029−2.5%Reduced
FMR LLC2,106,255$348.3M0.03%+163,269+8.4%Added
Nordea Investment Management AB2,091,325$344.6M0.43%−212,686−9.2%Reduced
Two Creeks Capital Management, LP1,824,499$301.7M17.22%+906,995+98.9%Added
State Street Corp1,812,165$299.7M0.01%+36,999+2.1%Added
Ameriprise Financial Inc1,513,592$250.2M0.07%−273,711−15.3%Reduced
Bamco Inc1,245,459$206.0M0.51%−2,493−0.2%Reduced
Franklin Resources Inc1,120,429$185.3M0.07%+73,760+7.0%Added
Wells Fargo & Company1,040,916$172.1M0.05%+340,230+48.6%Added
Clearbridge Investments, LLC1,032,728$170.8M0.13%−66,340−6.0%Reduced
Bessemer Group Inc1,014,068$167.7M0.35%−147,666−12.7%Reduced
Fisher Asset Management, LLC965,089$159.6M0.09%−12,962−1.3%Reduced
Lazard Asset Management LLC946,272$156.5M0.18%−26,505−2.7%Reduced
Geode Capital Management, LLC906,289$150.1M0.02%+19,190+2.2%Added
Macquarie Group Ltd899,015$148.7M0.13%+8,503+1.0%Added
Sumitomo Mitsui Trust Holdings, Inc.885,276$146.4M0.10%−31,961−3.5%Reduced
Bank of New York Mellon Corp759,382$125.6M0.02%−98,434−11.5%Reduced
Van Eck Associates Corp705,014$116.6M0.24%−693,219−49.6%Reduced
Jackson Square Partners, LLC639,005$105.7M1.05%+639,005New
Norges Bank614,609$101.6M0.02%−30,859−4.8%Reduced
Northern Trust Corp578,535$95.7M0.02%−13,617−2.3%Reduced
Robeco Institutional Asset Management B.V.575,081$95.1M0.22%+48,062+9.1%Added
Janus Henderson Group PLC566,475$93.7M0.05%+125,594+28.5%Added
Lord, Abbett & Co. LLC527,069$87.2M0.23%+258,347+96.1%Added
Capital Research Global Investors504,050$83.4M0.02%−133,368−20.9%Reduced
Dimensional Fund Advisors LP492,895$81.5M0.03%−1,389−0.3%Reduced
Price T Rowe Associates Inc422,478$69.9M0.01%−56,498−11.8%Reduced
Valley Forge Capital Management, LPSuperinvestorValley Forge Capital417,823$69.1M2.63%+417,823New
Charles Schwab Investment Management Inc409,652$67.7M0.02%+13,823+3.5%Added
Boston Trust Walden Corp400,263$66.2M0.55%+44,331+12.5%Added
JPMorgan Chase & Co388,583$64.3M0.01%−405,036−51.0%Reduced
Stephens Investment Management Group LLC358,569$59.3M0.87%+50,321+16.3%Added
Aristotle Capital Boston, LLC337,370$55.8M1.41%−7,900−2.3%Reduced
AXA S.A.327,575$54.2M0.15%−1,558−0.5%Reduced
Principal Financial Group Inc326,390$54.0M0.03%−3,348−1.0%Reduced
Nekton Capital Ltd.285,603$47.2M11.64%+180,996+173.0%Added
Wellington Management Group LLP250,323$41.4M0.01%+21,359+9.3%Added
RMB Capital Management, LLC235,826$39.0M1.23%+6,607+2.9%Added
Fiera Capital Corp235,115$38.9M0.10%+17,374+8.0%Added
Two Sigma Investments, LP234,677$38.8M0.12%+188,094+403.8%Added
Goldman Sachs Group Inc234,287$38.7M0.01%−71,260−23.3%Reduced
Royal Bank of Canada233,025$38.5M0.01%+12,516+5.7%Added
Bank of America Corp232,507$38.4M0.00%+18,472+8.6%Added
Alpine Associates Management Inc.229,421$37.9M1.62%+35,230+18.1%Added
Nuveen Asset Management, LLC254,322$36.9M0.01%+6,356+2.6%Added
Credit Suisse AG217,761$36.0M0.03%−299,353−57.9%Reduced
Riverbridge Partners LLC214,894$35.5M0.40%−270−0.1%Reduced
Mangrove Partners214,218$35.4M2.83%00.0%Unchanged
SEI Investments Co212,970$35.2M0.07%+94,201+79.3%Added
Howland Capital Management LLC200,972$33.2M1.79%−7,557−3.6%Reduced
FIL Ltd200,000$33.1M0.03%−95,000−32.2%Reduced
Rhumbline Advisers183,614$30.4M0.04%−877−0.5%Reduced
Allianz Asset Management GmbH170,315$28.2M0.02%+158,420+1,331.8%Added
Stifel Financial Corp168,796$27.9M0.04%−2,557−1.5%Reduced
Public Employees Retirement Association of Colorado166,486$27.5M0.12%−951−0.6%Reduced
Deutsche Bank AG159,457$26.4M0.01%−40,117−20.1%Reduced
Swiss National Bank158,200$26.2M0.01%+10,600+7.2%Added
Envestnet Asset Management Inc156,289$25.8M0.01%−30,175−16.2%Reduced
Invesco Ltd.149,069$24.7M0.01%+50,821+51.7%Added
Legal & General Group Plc147,449$24.4M0.01%−918−0.6%Reduced
Millennium Management LLC145,205$24.0M0.03%+62,492+75.6%Added
California Public Employees Retirement System137,088$22.7M0.02%−11,778−7.9%Reduced
Raymond James & Associates130,023$21.5M0.02%−228,071−63.7%Reduced
Kornitzer Capital Management Inc129,094$21.3M0.35%00.0%Unchanged
Balyasny Asset Management LLC127,355$21.1M0.09%+127,355New
UBS Asset Management Americas Inc125,728$20.8M0.01%+6,138+5.1%Added
Thornburg Investment Management Inc123,341$20.4M0.27%+9,481+8.3%Added
Edmond de Rothschild Holding S.A.122,690$20.3M0.45%+14,920+13.8%Added
Parametric Portfolio Associates LLC118,326$19.6M0.01%+6,310+5.6%Added
American International Group, Inc.113,499$18.8M0.10%−218−0.2%Reduced
Retirement Systems of Alabama102,968$17.0M0.06%−160−0.2%Reduced
Alliancebernstein L.P.101,919$16.9M0.01%−869−0.8%Reduced
Swedbank AB98,928$16.4M0.03%−4,800−4.6%Reduced
First Trust Advisors LP98,566$16.3M0.02%+98,566New
Pertento Partners LLP95,197$15.7M5.58%+95,197New
New York State Common Retirement Fund93,921$15.5M0.02%−1,384−1.5%Reduced
Spring Creek Capital LLC93,500$15.5M0.61%+33,500+55.8%Added
Morgan Stanley92,829$15.4M0.00%+53,832+138.0%Added
Yost Capital Management, LP92,000$15.2M9.95%+92,000New
Lombard Odier Asset Management (Europe) Ltd91,512$15.1M0.58%−68,893−42.9%Reduced
Two Sigma Advisers, LP88,200$14.6M0.04%−11,800−11.8%Reduced
California State Teachers Retirement System85,824$14.2M0.02%−7,556−8.1%Reduced
HRT Financial LP84,644$14.0M0.10%+74,083+701.5%Added
State of Wisconsin Investment Board82,215$13.6M0.03%−3,384−4.0%Reduced
Taconic Capital Advisors LP82,000$13.6M0.46%+82,000New
State Board of Administration of Florida Retirement System76,495$12.7M0.02%−2,062−2.6%Reduced
ArrowMark Colorado Holdings LLC75,514$12.5M0.11%+75,514New
Point72 Asset Management, L.P.74,861$12.4M0.05%+74,861New
Strategic Global Advisors, LLC65,711$10.9M1.59%+3,106+5.0%Added
Mutual of America Capital Management LLC60,786$10.1M0.11%+927+1.5%Added
Manufacturers Life Insurance Company, The57,615$9.53M0.01%−17,942−23.7%Reduced
Natixis Advisors, L.P.55,647$9.20M0.04%+16,425+41.9%Added
New York State Teachers Retirement System55,293$9.14M0.02%+300+0.5%Added
Amalgamated Bank50,464$8.35M0.06%−294−0.6%Reduced
Amalgamated Financial Corp.50,464$8.35M0.07%+50,464New
Marshall Wace, LLP49,210$8.14M0.02%−84,197−63.1%Reduced