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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 1,851 | $306.0K | 0.02% | +1,851 | New |
| ExodusPoint Capital Management, LP | 1,879 | $311.0K | 0.00% | +1,879 | New |
| Financial Advisory Corp | 1,884 | $312.0K | 0.17% | −2,574−57.7% | Reduced |
| Baldwin Investment Management, LLC | 1,895 | $313.0K | 0.09% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,935 | $320.0K | 0.00% | +1,935 | New |
| Austin Private Wealth, LLC | 1,966 | $325.0K | 0.07% | −22−1.1% | Reduced |
| Creative Planning | 2,023 | $335.0K | 0.00% | −7−0.3% | Reduced |
| Morningstar Investment Services LLC | 2,121 | $347.0K | 0.00% | +480+29.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,151 | $356.0K | 0.23% | +299+16.1% | Added |
| Studio Investment Management LLC | 2,277 | $377.0K | 0.12% | −148−6.1% | Reduced |
| Kolinsky Wealth Management, LLC | 2,300 | $380.0K | 0.37% | −317−12.1% | Reduced |
| Veritable, L.P. | 2,298 | $380.0K | 0.01% | +632+37.9% | Added |
| Shepherd Financial Partners LLC | 2,311 | $382.0K | 0.07% | −230−9.1% | Reduced |
| Panagora Asset Management Inc | 2,370 | $392.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,393 | $395.0K | 0.01% | −12−0.5% | Reduced |
| Los Angeles Capital Management LLC | 2,416 | $400.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,416 | $400.0K | 0.12% | +192+8.6% | Added |
| MAI Capital Management | 2,427 | $401.0K | 0.01% | +402+19.9% | Added |
| National Asset Management, Inc. | 2,423 | $401.0K | 0.01% | +2,423 | New |
| Cutler Group LP | 2,500 | $413.0K | 0.04% | +2,000+400.0% | Added |
| First Republic Investment Management, Inc. | 2,574 | $426.0K | 0.00% | +297+13.0% | Added |
| Pacific Global Investment Management CO | 2,629 | $435.0K | 0.09% | +544+26.1% | Added |
| Pathstone Family Office, LLC | 2,641 | $437.0K | 0.01% | −891−25.2% | Reduced |
| Stephens Inc | 2,808 | $464.0K | 0.01% | −67−2.3% | Reduced |
| Curi Capital | 2,809 | $464.0K | 0.08% | +111+4.1% | Added |
| Pitcairn Co | 2,838 | $469.0K | 0.04% | +80+2.9% | Added |
| HSBC Holdings PLC | 2,848 | $470.0K | 0.00% | −160−5.3% | Reduced |
| CIBC Asset Management Inc | 2,841 | $470.0K | 0.00% | 00.0% | Unchanged |
| McAdam, LLC | 2,840 | $470.0K | 0.04% | +2,840 | New |
| Tower Research Capital LLC (TRC) | 2,953 | $489.0K | 0.00% | −2,417−45.0% | Reduced |
| FourThought Financial, LLC | 2,981 | $493.0K | 0.06% | +8+0.3% | Added |
| Commerce Bank | 3,056 | $505.0K | 0.00% | +222+7.8% | Added |
| MML Investors Services, LLC | 3,123 | $516.0K | 0.00% | +94+3.1% | Added |
| Profund Advisors LLC | 3,132 | $518.0K | 0.02% | −503−13.8% | Reduced |
| Koshinski Asset Management, Inc. | 3,140 | $519.3K | 0.04% | +80+2.6% | Added |
| DekaBank Deutsche Girozentrale | 3,313 | $543.0K | 0.00% | +3,313 | New |
| KB Financial Partners, LLC | 3,293 | $545.0K | 0.15% | +509+18.3% | Added |
| Lincoln National Corp | 3,343 | $553.0K | 0.01% | −326−8.9% | Reduced |
| Captrust Financial Advisors | 3,350 | $554.0K | 0.00% | +754+29.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,404 | $563.0K | 0.00% | +993+41.2% | Added |
| D.A. Davidson & Co. | 3,451 | $571.0K | 0.01% | −166−4.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 3,461 | $572.0K | 0.13% | +31+0.9% | Added |
| Curated Wealth Partners LLC | 3,765 | $574.0K | 0.19% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 3,514 | $581.0K | 0.14% | −7,597−68.4% | Reduced |
| Precision Wealth Strategies, LLC | 3,598 | $595.0K | 0.35% | −524−12.7% | Reduced |
| Shelton Capital Management | 3,599 | $595.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,708 | $613.0K | 0.16% | +1,924+107.8% | Added |
| Moneta Group Investment Advisors LLC | 3,743 | $619.0K | 0.02% | −28−0.7% | Reduced |
| Advisory Services Network, LLC | 3,749 | $620.0K | 0.02% | +3,749 | New |
| Axxcess Wealth Management, LLC | 3,785 | $626.0K | 0.05% | +307+8.8% | Added |
| Blair William & Co | 3,875 | $641.0K | 0.00% | −6,610−63.0% | Reduced |
| Wesbanco Bank Inc | 3,878 | $641.0K | 0.02% | −476−10.9% | Reduced |
| Exchange Capital Management, Inc. | 3,887 | $643.0K | 0.12% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,984 | $659.0K | 0.05% | +3,984 | New |
| LVW Advisors, LLC | 4,007 | $663.0K | 0.12% | −240−5.7% | Reduced |
| Icon Wealth Partners, LLC | 4,088 | $676.0K | 0.07% | −302−6.9% | Reduced |
| Advisor OS, LLC | 4,212 | $696.0K | 0.20% | +517+14.0% | Added |
| Gotham Asset Management, LLC | 4,304 | $712.0K | 0.02% | −2,028−32.0% | Reduced |
| Pictet Asset Management SA | 4,322 | $715.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 4,354 | $720.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 4,380 | $724.0K | 0.04% | −1,257−22.3% | Reduced |
| Park Avenue Securities LLC | 4,482 | $741.0K | 0.01% | +1,408+45.8% | Added |
| AQR Capital Management LLC | 4,587 | $756.0K | 0.00% | −1,659−26.6% | Reduced |
| Citadel Advisors LLC | 4,727 | $782.0K | 0.00% | −157,285−97.1% | Reduced |
| Exchange Traded Concepts, LLC | 4,742 | $784.0K | 0.02% | −103−2.1% | Reduced |
| Outlook Wealth Advisors, LLC | 4,825 | $798.0K | 0.27% | 00.0% | Unchanged |
| Whittier Trust Co | 4,874 | $806.0K | 0.01% | −3,542−42.1% | Reduced |
| Capital Asset Advisory Services LLC | 4,885 | $808.0K | 0.09% | +573+13.3% | Added |
| Martingale Asset Management L P | 4,891 | $810.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,168 | $855.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,278 | $873.0K | 0.01% | +5,278 | New |
| Quantbot Technologies LP | 5,383 | $890.0K | 0.08% | +3,931+270.7% | Added |
| HighTower Advisors, LLC | 5,603 | $918.0K | 0.00% | +454+8.8% | Added |
| Squarepoint Ops LLC | 5,640 | $933.0K | 0.01% | +994+21.4% | Added |
| Tocqueville Asset Management L.P. | 5,650 | $934.0K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 5,850 | $967.0K | 0.01% | −56,138−90.6% | Reduced |
| Securian Asset Management, Inc | 5,990 | $991.0K | 0.02% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 6,038 | $999.0K | 0.56% | −30−0.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 6,063 | $1.00M | 0.37% | +23+0.4% | Added |
| Belpointe Asset Management LLC | 6,120 | $1.01M | 0.06% | +21+0.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 6,148 | $1.02M | 0.13% | +1,303+26.9% | Added |
| The PNC Financial Services Group, Inc. | 6,296 | $1.04M | 0.00% | −19−0.3% | Reduced |
| Boothbay Fund Management, LLC | 6,412 | $1.06M | 0.03% | −11,488−64.2% | Reduced |
| Shell Asset Management Co | 6,469 | $1.07M | 0.03% | −947−12.8% | Reduced |
| Schroder Investment Management Group | 6,608 | $1.08M | 0.00% | +6,608 | New |
| WealthPLAN Partners, LLC | 6,842 | $1.08M | 0.08% | −11,801−63.3% | Reduced |
| WealthPlan Investment Management, LLC | 6,842 | $1.08M | 0.08% | +6,842 | New |
| Bokf, NA | 7,105 | $1.18M | 0.02% | −117−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,115 | $1.18M | 0.13% | +563+8.6% | Added |
| Close Asset Management Ltd | 7,950 | $1.21M | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 7,432 | $1.23M | 0.10% | +1,317+21.5% | Added |
| Gamco Investors, Inc. Et Al | 7,700 | $1.27M | 0.01% | +1,600+26.2% | Added |
| FORA Capital, LLC | 8,285 | $1.36M | 0.24% | +8,285 | New |
| Ensign Peak Advisors, Inc | 8,510 | $1.41M | 0.00% | +8,510 | New |
| ProShare Advisors LLC | 8,769 | $1.45M | 0.00% | −2,092−19.3% | Reduced |
| Crossmark Global Holdings, Inc. | 8,882 | $1.47M | 0.03% | +1,660+23.0% | Added |
| DuPont Capital Management Corp | 8,959 | $1.48M | 0.06% | −1,982−18.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,000 | $1.49M | 0.01% | −600−6.3% | Reduced |
| Cna Financial Corp | 9,325 | $1.54M | 0.48% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 9,363 | $1.55M | 0.01% | −1,049,072−99.1% | Reduced |