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 |
|---|---|---|---|---|---|
| Gabelli & Co Investment Advisers, Inc. | 6,148 | $1.02M | 0.13% | +1,303+26.9% | Added |
| Belpointe Asset Management LLC | 6,120 | $1.01M | 0.06% | +21+0.3% | Added |
| Blue Zone Wealth Advisors, LLC | 6,063 | $1.00M | 0.37% | +23+0.4% | Added |
| Garrison Asset Management, LLC | 6,038 | $999.0K | 0.56% | −30−0.5% | Reduced |
| Securian Asset Management, Inc | 5,990 | $991.0K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 5,850 | $967.0K | 0.01% | −56,138−90.6% | Reduced |
| Tocqueville Asset Management L.P. | 5,650 | $934.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,640 | $933.0K | 0.01% | +994+21.4% | Added |
| HighTower Advisors, LLC | 5,603 | $918.0K | 0.00% | +454+8.8% | Added |
| Quantbot Technologies LP | 5,383 | $890.0K | 0.08% | +3,931+270.7% | Added |
| Cubist Systematic Strategies, LLC | 5,278 | $873.0K | 0.01% | +5,278 | New |
| Maryland State Retirement & Pension System | 5,168 | $855.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,891 | $810.0K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,885 | $808.0K | 0.09% | +573+13.3% | Added |
| Whittier Trust Co | 4,874 | $806.0K | 0.01% | −3,542−42.1% | Reduced |
| Outlook Wealth Advisors, LLC | 4,825 | $798.0K | 0.27% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,742 | $784.0K | 0.02% | −103−2.1% | Reduced |
| Citadel Advisors LLC | 4,727 | $782.0K | 0.00% | −157,285−97.1% | Reduced |
| AQR Capital Management LLC | 4,587 | $756.0K | 0.00% | −1,659−26.6% | Reduced |
| Park Avenue Securities LLC | 4,482 | $741.0K | 0.01% | +1,408+45.8% | Added |
| JustInvest LLC | 4,380 | $724.0K | 0.04% | −1,257−22.3% | Reduced |
| First Manhattan Co | 4,354 | $720.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,322 | $715.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,304 | $712.0K | 0.02% | −2,028−32.0% | Reduced |
| Advisor OS, LLC | 4,212 | $696.0K | 0.20% | +517+14.0% | Added |
| Icon Wealth Partners, LLC | 4,088 | $676.0K | 0.07% | −302−6.9% | Reduced |
| LVW Advisors, LLC | 4,007 | $663.0K | 0.12% | −240−5.7% | Reduced |
| Nichols & Pratt Advisers LLP | 3,984 | $659.0K | 0.05% | +3,984 | New |
| Exchange Capital Management, Inc. | 3,887 | $643.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Axxcess Wealth Management, LLC | 3,785 | $626.0K | 0.05% | +307+8.8% | Added |
| Advisory Services Network, LLC | 3,749 | $620.0K | 0.02% | +3,749 | New |
| Moneta Group Investment Advisors LLC | 3,743 | $619.0K | 0.02% | −28−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,708 | $613.0K | 0.16% | +1,924+107.8% | Added |
| 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 |
| SkyView Investment Advisors, LLC | 3,514 | $581.0K | 0.14% | −7,597−68.4% | Reduced |
| Curated Wealth Partners LLC | 3,765 | $574.0K | 0.19% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 3,461 | $572.0K | 0.13% | +31+0.9% | Added |
| D.A. Davidson & Co. | 3,451 | $571.0K | 0.01% | −166−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,404 | $563.0K | 0.00% | +993+41.2% | Added |
| Captrust Financial Advisors | 3,350 | $554.0K | 0.00% | +754+29.0% | Added |
| Lincoln National Corp | 3,343 | $553.0K | 0.01% | −326−8.9% | Reduced |
| KB Financial Partners, LLC | 3,293 | $545.0K | 0.15% | +509+18.3% | Added |
| DekaBank Deutsche Girozentrale | 3,313 | $543.0K | 0.00% | +3,313 | New |
| Koshinski Asset Management, Inc. | 3,140 | $519.3K | 0.04% | +80+2.6% | Added |
| Profund Advisors LLC | 3,132 | $518.0K | 0.02% | −503−13.8% | Reduced |
| MML Investors Services, LLC | 3,123 | $516.0K | 0.00% | +94+3.1% | Added |
| Commerce Bank | 3,056 | $505.0K | 0.00% | +222+7.8% | Added |
| FourThought Financial, LLC | 2,981 | $493.0K | 0.06% | +8+0.3% | Added |
| Tower Research Capital LLC (TRC) | 2,953 | $489.0K | 0.00% | −2,417−45.0% | Reduced |
| 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 |
| Pitcairn Co | 2,838 | $469.0K | 0.04% | +80+2.9% | Added |
| Stephens Inc | 2,808 | $464.0K | 0.01% | −67−2.3% | Reduced |
| Curi Capital | 2,809 | $464.0K | 0.08% | +111+4.1% | Added |
| Pathstone Family Office, LLC | 2,641 | $437.0K | 0.01% | −891−25.2% | Reduced |
| Pacific Global Investment Management CO | 2,629 | $435.0K | 0.09% | +544+26.1% | Added |
| First Republic Investment Management, Inc. | 2,574 | $426.0K | 0.00% | +297+13.0% | Added |
| Cutler Group LP | 2,500 | $413.0K | 0.04% | +2,000+400.0% | 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 |
| 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 |
| Lido Advisors, LLC | 2,393 | $395.0K | 0.01% | −12−0.5% | Reduced |
| Panagora Asset Management Inc | 2,370 | $392.0K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 2,311 | $382.0K | 0.07% | −230−9.1% | 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 |
| Studio Investment Management LLC | 2,277 | $377.0K | 0.12% | −148−6.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,151 | $356.0K | 0.23% | +299+16.1% | Added |
| Morningstar Investment Services LLC | 2,121 | $347.0K | 0.00% | +480+29.3% | Added |
| Creative Planning | 2,023 | $335.0K | 0.00% | −7−0.3% | Reduced |
| Austin Private Wealth, LLC | 1,966 | $325.0K | 0.07% | −22−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,935 | $320.0K | 0.00% | +1,935 | New |
| Baldwin Investment Management, LLC | 1,895 | $313.0K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,884 | $312.0K | 0.17% | −2,574−57.7% | Reduced |
| ExodusPoint Capital Management, LP | 1,879 | $311.0K | 0.00% | +1,879 | New |
| Northeast Financial Consultants Inc | 1,851 | $306.0K | 0.02% | +1,851 | New |
| Gladstone Institutional Advisory LLC | 1,851 | $306.0K | 0.02% | +1,851 | New |
| HBK Sorce Advisory LLC | 1,788 | $296.0K | 0.02% | +195+12.2% | Added |
| Miller Investment Management, LP | 1,651 | $273.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,562 | $258.0K | 0.00% | −500−24.2% | 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 |
| Susquehanna International Group, LLP | 1,551 | $256.0K | 0.00% | −16,766−91.5% | Reduced |
| Snowden Capital Advisors LLC | 1,537 | $254.0K | 0.01% | +1,170+318.8% | Added |
| Kestra Advisory Services, LLC | 1,531 | $253.0K | 0.00% | +159+11.6% | Added |
| Prospera Financial Services Inc | 1,512 | $250.0K | 0.01% | +1,512 | 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 |
| 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 |
| Hantz Financial Services, Inc. | 1,455 | $241.0K | 0.01% | +247+20.4% | Added |
| Hightower 6M Holding, LLC | 1,440 | $238.0K | 0.02% | +1,440 | New |
| Wealth Alliance | 1,398 | $231.0K | 0.05% | +1,398 | New |
| Aristides Capital LLC | 1,348 | $223.0K | 0.15% | +1,348 | New |