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, Q2 2022
Institutional positions in Aspen Technology, Inc. as of Jun 30, 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
- 318
- −55 vs. Q1 2022
- Shares held
- 24.5M
- −40.6M (−62.3%) vs. Q1 2022
- Total value
- $4.50B
- −$6.25B (−58.1%) vs. Q1 2022
- New holders
- 49
- 17 more added
- Sold out
- 104
- 252 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Glassman Wealth Services | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Sutton Wealth Advisors Inc. | 2 | $367 | 0.00% | +2 | New |
| Benjamin F. Edwards & Company, Inc. | 6 | $1.00K | 0.00% | −10−62.5% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| Tfo-TDC, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Ronald Blue Trust, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| TD Waterhouse Canada Inc. | 7 | $1.34K | 0.00% | +7 | New |
| American Portfolios Advisors | 8 | $1.47K | 0.00% | −12−60.0% | Reduced |
| Front Row Advisors LLC | 11 | $2.00K | 0.00% | −30−73.2% | Reduced |
| Private Capital Group, LLC | 9 | $2.00K | 0.00% | −13−59.1% | Reduced |
| Washington Trust Advisors, Inc. | 13 | $2.00K | 0.00% | −11−45.8% | Reduced |
| Howe & Rusling Inc | 9 | $2.00K | 0.00% | −10−52.6% | Reduced |
| Huntington National Bank | 14 | $2.00K | 0.00% | +6+75.0% | Added |
| Harbour Investments, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| TCI Wealth Advisors, Inc. | 18 | $3.00K | 0.00% | −25−58.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 18 | $3.00K | 0.01% | −25−58.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $3.00K | 0.00% | −19−57.6% | Reduced |
| Massmutual Trust Co FSB | 17 | $3.00K | 0.00% | −2−10.5% | Reduced |
| Bell Investment Advisors, Inc | 17 | $3.00K | 0.00% | +17 | New |
| Horan Securities, Inc. | 22 | $4.00K | 0.00% | +22 | New |
| Zullo Investment Group, Inc. | 25 | $5.00K | 0.00% | −36−59.0% | Reduced |
| Bartlett & Co. LLC | 28 | $5.00K | 0.00% | +28 | New |
| Bartlett & Co. Wealth Management LLC | 28 | $5.14K | 0.00% | +28 | New |
| GPS Wealth Strategies Group, LLC | 34 | $6.00K | 0.00% | −48−58.5% | Reduced |
| Cordasco Financial Network | 39 | $7.00K | 0.01% | −55−58.5% | Reduced |
| Hillsdale Investment Management Inc. | 37 | $7.00K | 0.00% | −53−58.9% | Reduced |
| Allworth Financial LP | 40 | $7.00K | 0.00% | −45−52.9% | Reduced |
| Pacer Advisors, Inc. | 42 | $8.00K | 0.00% | −242−85.2% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $8.00K | 0.01% | −59−58.4% | Reduced |
| Quent Capital, LLC | 49 | $9.00K | 0.00% | −78−61.4% | Reduced |
| Global Retirement Partners, LLC | 47 | $9.00K | 0.00% | +47 | New |
| Proequities, Inc. | 53 | $10.0K | 0.00% | −95−64.2% | Reduced |
| Endurance Wealth Management, Inc. | 65 | $12.0K | 0.00% | −90−58.1% | Reduced |
| SRS Capital Advisors, Inc. | 66 | $12.0K | 0.00% | +66 | New |
| CWM, LLC | 72 | $13.0K | 0.00% | −112−60.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 75 | $14.0K | 0.00% | −151−66.8% | Reduced |
| IFP Advisors, Inc | 110 | $15.0K | 0.00% | −594−84.4% | Reduced |
| Private Trust Co NA | 82 | $15.0K | 0.00% | +82 | New |
| Heritage Financial Services, LLC | 84 | $15.0K | 0.01% | +84 | New |
| Northwestern Mutual Wealth Management Co | 89 | $16.0K | 0.00% | −436−83.0% | Reduced |
| Parallel Advisors, LLC | 89 | $16.0K | 0.00% | −204−69.6% | Reduced |
| MUFG Americas Holdings Corp | 95 | $17.0K | 0.00% | −336−78.0% | Reduced |
| JFS Wealth Advisors, LLC | 91 | $17.0K | 0.00% | −128−58.4% | Reduced |
| Meeder Asset Management Inc | 90 | $17.0K | 0.00% | +12+15.4% | Added |
| National Bank of Canada | 99 | $18.0K | 0.00% | −116−54.0% | Reduced |
| First Horizon Advisors, Inc. | 119 | $21.0K | 0.00% | +39+48.8% | Added |
| Castle Wealth Management LLC | 113 | $21.0K | 0.01% | +113 | New |
| Nisa Investment Advisors, LLC | 126 | $23.0K | 0.00% | −174−58.0% | Reduced |
| ACG Wealth | 126 | $23.0K | 0.00% | +126 | New |
| Central Trust Co | 132 | $24.0K | 0.00% | +107+428.0% | Added |
| CVA Family Office, LLC | 142 | $26.0K | 0.01% | −198−58.2% | Reduced |
| Harvest Fund Management Co., Ltd | 141 | $26.0K | 0.01% | −195−58.0% | Reduced |
| Fifth Third Bancorp | 143 | $26.0K | 0.00% | −49−25.5% | Reduced |
| Sargent Bickham Lagudis LLC | 164 | $30.0K | 0.00% | −229−58.3% | Reduced |
| Signaturefd, LLC | 202 | $37.0K | 0.00% | −302−59.9% | Reduced |
| Covestor Ltd | 208 | $38.0K | 0.03% | −457−68.7% | Reduced |
| Quadrant Capital Group LLC | 206 | $38.0K | 0.01% | −186−47.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 218 | $40.0K | 0.00% | −613−73.8% | Reduced |
| Parkside Financial Bank & Trust | 226 | $42.0K | 0.01% | −308−57.7% | Reduced |
| Eagle Bay Advisors LLC | 332 | $61.0K | 0.04% | +57+20.7% | Added |
| Wolff Wiese Magana LLC | 369 | $68.0K | 0.05% | −555−60.1% | Reduced |
| Venture Visionary Partners LLC | 415 | $76.2K | 0.01% | +415 | New |
| Ellis Investment Partners, LLC | 430 | $78.0K | 0.02% | −594−58.0% | Reduced |
| Prospera Financial Services Inc | 486 | $89.0K | 0.00% | −1,026−67.9% | Reduced |
| Hantz Financial Services, Inc. | 626 | $115.0K | 0.00% | −829−57.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 794 | $146.0K | 0.01% | +794 | New |
| Benjamin Edwards Inc | 1,010 | $186.0K | 0.05% | −1,406−58.2% | Reduced |
| Profund Advisors LLC | 1,107 | $203.0K | 0.01% | −2,025−64.7% | Reduced |
| CIBC Asset Management Inc | 1,112 | $204.0K | 0.00% | −1,729−60.9% | Reduced |
| CAPROCK Group, Inc. | 1,122 | $206.0K | 0.02% | +1,122 | New |
| Cetera Advisors LLC | 1,132 | $208.0K | 0.00% | +1,132 | New |
| Jump Financial, LLC | 1,141 | $210.0K | 0.01% | +1,141 | New |
| Pathstone Family Office, LLC | 1,177 | $216.2K | 0.00% | −1,464−55.4% | Reduced |
| Pitcairn Co | 1,184 | $217.0K | 0.02% | −1,654−58.3% | Reduced |
| Curi Capital | 1,193 | $219.0K | 0.04% | −1,616−57.5% | Reduced |
| Tiaa, FSB | 1,229 | $226.0K | 0.00% | +1,229 | New |
| Stephens Inc | 1,252 | $230.0K | 0.00% | −1,556−55.4% | Reduced |
| Blair William & Co | 1,265 | $232.0K | 0.00% | −2,610−67.4% | Reduced |
| Koshinski Asset Management, Inc. | 1,295 | $238.0K | 0.02% | −1,845−58.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,322 | $243.0K | 0.17% | −829−38.5% | Reduced |
| Commerce Bank | 1,336 | $245.0K | 0.00% | −1,720−56.3% | Reduced |
| Icon Wealth Partners, LLC | 1,350 | $248.0K | 0.03% | −2,738−67.0% | Reduced |
| Martingale Asset Management L P | 1,378 | $254.0K | 0.00% | −3,513−71.8% | Reduced |
| Heritage Wealth Management, LLC | 1,392 | $255.7K | 0.09% | +1,392 | New |
| FourThought Financial, LLC | 1,397 | $257.0K | 0.04% | −1,584−53.1% | Reduced |
| Lincoln National Corp | 1,414 | $260.0K | 0.01% | −1,929−57.7% | Reduced |
| USA Financial Portformulas Corp | 1,419 | $261.0K | 0.33% | +1,419 | New |
| D.A. Davidson & Co. | 1,449 | $266.0K | 0.00% | −2,002−58.0% | Reduced |
| Curated Wealth Partners LLC | 1,499 | $274.0K | 0.08% | −2,266−60.2% | Reduced |
| Shelton Capital Management | 1,511 | $278.0K | 0.01% | −2,088−58.0% | Reduced |
| Advisory Services Network, LLC | 1,561 | $287.0K | 0.01% | −2,188−58.4% | Reduced |
| Captrust Financial Advisors | 1,570 | $288.0K | 0.00% | −1,780−53.1% | Reduced |
| AdvisorShares Investments LLC | 1,600 | $294.0K | 0.08% | +1,600 | New |
| Precision Wealth Strategies, LLC | 1,654 | $295.0K | 0.23% | −1,944−54.0% | Reduced |
| Exchange Capital Management, Inc. | 1,610 | $296.0K | 0.06% | −2,277−58.6% | Reduced |
| Wesbanco Bank Inc | 1,628 | $299.0K | 0.01% | −2,250−58.0% | Reduced |
| ExodusPoint Capital Management, LP | 1,668 | $306.0K | 0.00% | −211−11.2% | Reduced |