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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 2 | $0 | 0.00% | +2 | New |
| State of Wyoming | 1 | $0 | 0.00% | +1 | New |
| Exane Derivatives | 2 | $331 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $1.00K | 0.00% | −54−87.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6 | $1.00K | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Glassman Wealth Services | 5 | $1.00K | 0.00% | +5 | New |
| Lindbrook Capital, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Jones Financial Companies LLLP | 14 | $2.00K | 0.00% | −47−77.0% | Reduced |
| Providence Capital Advisors, LLC | 12 | $2.00K | 0.00% | +12 | New |
| TCWP LLC | 15 | $2.00K | 0.00% | +15 | New |
| Howe & Rusling Inc | 19 | $3.00K | 0.00% | −12−38.7% | Reduced |
| Loomis Sayles & Co L P | 19 | $3.00K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 19 | $3.00K | 0.00% | +19 | New |
| Benjamin F. Edwards & Company, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| American Portfolios Advisors | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 24 | $4.00K | 0.00% | −7−22.6% | Reduced |
| Geneos Wealth Management Inc. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 25 | $4.00K | 0.00% | +25 | New |
| Laffer Tengler Investments | 26 | $4.30K | 0.00% | +26 | New |
| Thomas J. Herzfeld Advisors, Inc. | 33 | $5.00K | 0.00% | +9+37.5% | Added |
| TCI Wealth Advisors, Inc. | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 61 | $10.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 73 | $12.0K | 0.00% | −562−88.5% | Reduced |
| First Horizon Advisors, Inc. | 80 | $13.0K | 0.00% | −89−52.7% | Reduced |
| Meeder Asset Management Inc | 78 | $13.0K | 0.00% | +78 | New |
| Allworth Financial LP | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 82 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $15.0K | 0.00% | +90 | New |
| Cordasco Financial Network | 94 | $16.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 101 | $17.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 110 | $18.0K | 0.00% | +110 | New |
| Alaethes Wealth LLC | 112 | $19.0K | 0.01% | +112 | New |
| Quent Capital, LLC | 127 | $21.0K | 0.00% | +38+42.7% | Added |
| Toronto Dominion Bank | 132 | $22.0K | 0.00% | −3,506−96.4% | Reduced |
| Proequities, Inc. | 148 | $24.0K | 0.00% | −155−51.2% | Reduced |
| Endurance Wealth Management, Inc. | 155 | $26.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 184 | $30.0K | 0.00% | +58+46.0% | Added |
| Fifth Third Bancorp | 192 | $32.0K | 0.00% | −198−50.8% | Reduced |
| Cedar Wealth Management, LLC | 201 | $33.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 208 | $34.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 215 | $36.0K | 0.00% | −7−3.2% | Reduced |
| JFS Wealth Advisors, LLC | 219 | $36.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 226 | $37.0K | 0.00% | −601−72.7% | Reduced |
| Walleye Trading LLC | 257 | $43.0K | 0.00% | +257 | New |
| Eagle Bay Advisors LLC | 275 | $45.0K | 0.04% | −491−64.1% | Reduced |
| Pacer Advisors, Inc. | 284 | $47.0K | 0.00% | −9,448−97.1% | Reduced |
| Parallel Advisors, LLC | 293 | $48.0K | 0.00% | +80+37.6% | Added |
| Nisa Investment Advisors, LLC | 300 | $50.0K | 0.00% | +300 | New |
| Kings Point Capital Management | 310 | $51.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 336 | $55.0K | 0.01% | +307+1,058.6% | Added |
| CVA Family Office, LLC | 340 | $56.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 392 | $65.0K | 0.01% | −22−5.3% | Reduced |
| Sargent Bickham Lagudis LLC | 393 | $65.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 431 | $71.0K | 0.00% | +64+17.4% | Added |
| HM Payson & Co | 485 | $80.0K | 0.00% | +385+385.0% | Added |
| Brown Brothers Harriman & Co | 491 | $81.0K | 0.00% | +459+1,434.4% | Added |
| Signaturefd, LLC | 504 | $83.0K | 0.00% | +10+2.0% | Added |
| Simplex Trading, LLC | 511 | $84.0K | 0.00% | −7,294−93.5% | Reduced |
| IFP Advisors, Inc | 704 | $86.0K | 0.00% | +602+590.2% | Added |
| Northwestern Mutual Wealth Management Co | 525 | $87.0K | 0.00% | +19+3.8% | Added |
| Parkside Financial Bank & Trust | 534 | $89.0K | 0.02% | +6+1.1% | Added |
| Spire Wealth Management | 627 | $104.0K | 0.00% | −165−20.8% | Reduced |
| Covestor Ltd | 665 | $110.0K | 0.08% | +327+96.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 731 | $121.0K | 0.02% | +149+25.6% | Added |
| Stephenson National Bank & Trust | 804 | $133.0K | 0.08% | −257−24.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 831 | $137.0K | 0.00% | +157+23.3% | Added |
| Wolff Wiese Magana LLC | 924 | $153.0K | 0.10% | +29+3.2% | Added |
| Ellis Investment Partners, LLC | 1,024 | $169.0K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,219 | $202.0K | 0.01% | +1,219 | New |
| Quantum Private Wealth, LLC | 1,300 | $214.0K | 0.09% | +1,300 | New |
| Raymond James Trust N.A. | 1,341 | $222.0K | 0.01% | +1,341 | New |
| Aristides Capital LLC | 1,348 | $223.0K | 0.15% | +1,348 | New |
| Wealth Alliance | 1,398 | $231.0K | 0.05% | +1,398 | New |
| Hightower 6M Holding, LLC | 1,440 | $238.0K | 0.02% | +1,440 | New |
| Hantz Financial Services, Inc. | 1,455 | $241.0K | 0.01% | +247+20.4% | Added |
| Moloney Securities Asset Management, LLC | 1,465 | $242.0K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,466 | $242.0K | 0.02% | +1,466 | New |
| Dearborn Partners LLC | 1,467 | $243.0K | 0.01% | −12−0.8% | Reduced |
| Woodstock Corp | 1,470 | $243.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,512 | $250.0K | 0.01% | +1,512 | New |
| Kestra Advisory Services, LLC | 1,531 | $253.0K | 0.00% | +159+11.6% | Added |
| Snowden Capital Advisors LLC | 1,537 | $254.0K | 0.01% | +1,170+318.8% | Added |
| Susquehanna International Group, LLP | 1,551 | $256.0K | 0.00% | −16,766−91.5% | Reduced |
| Wetherby Asset Management Inc | 1,556 | $257.0K | 0.01% | +17+1.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,537 | $257.0K | 0.14% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,555 | $257.0K | 0.07% | +1,555 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,562 | $258.0K | 0.00% | −500−24.2% | Reduced |
| Miller Investment Management, LP | 1,651 | $273.0K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,788 | $296.0K | 0.02% | +195+12.2% | Added |
| Northeast Financial Consultants Inc | 1,851 | $306.0K | 0.02% | +1,851 | New |