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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 2,219 | $408.0K | 0.01% | −4,250−65.7% | Reduced |
| Maryland State Retirement & Pension System | 2,170 | $399.0K | 0.01% | −2,998−58.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,166 | $398.0K | 0.01% | −787−26.7% | Reduced |
| Park Avenue Securities LLC | 2,093 | $384.0K | 0.01% | −2,389−53.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,087 | $383.0K | 0.00% | −4,209−66.9% | Reduced |
| Studio Investment Management LLC | 2,065 | $379.0K | 0.13% | −212−9.3% | Reduced |
| Outlook Wealth Advisors, LLC | 2,031 | $373.0K | 0.15% | −2,794−57.9% | Reduced |
| Whittier Trust Co | 2,004 | $368.0K | 0.01% | −2,870−58.9% | Reduced |
| Gyon Technologies Capital Management, LP | 1,962 | $360.0K | 0.10% | +1,962 | New |
| AQR Capital Management LLC | 1,924 | $353.0K | 0.00% | −2,663−58.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,914 | $352.0K | 0.09% | −1,794−48.4% | Reduced |
| Quantamental Technologies LLC | 1,900 | $349.0K | 0.16% | +1,900 | New |
| Meridian Financial Partners LLC | 1,764 | $346.0K | 0.23% | +1,764 | New |
| Pictet Asset Management SA | 1,877 | $345.0K | 0.00% | −2,445−56.6% | Reduced |
| First Manhattan Co | 1,827 | $335.0K | 0.00% | −2,527−58.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,763 | $324.0K | 0.09% | −1,698−49.1% | Reduced |
| Moneta Group Investment Advisors LLC | 1,704 | $313.0K | 0.01% | −2,039−54.5% | Reduced |
| MML Investors Services, LLC | 1,703 | $313.0K | 0.00% | −1,420−45.5% | Reduced |
| ExodusPoint Capital Management, LP | 1,668 | $306.0K | 0.00% | −211−11.2% | Reduced |
| Wesbanco Bank Inc | 1,628 | $299.0K | 0.01% | −2,250−58.0% | Reduced |
| Exchange Capital Management, Inc. | 1,610 | $296.0K | 0.06% | −2,277−58.6% | Reduced |
| Precision Wealth Strategies, LLC | 1,654 | $295.0K | 0.23% | −1,944−54.0% | Reduced |
| AdvisorShares Investments LLC | 1,600 | $294.0K | 0.08% | +1,600 | New |
| Captrust Financial Advisors | 1,570 | $288.0K | 0.00% | −1,780−53.1% | Reduced |
| Advisory Services Network, LLC | 1,561 | $287.0K | 0.01% | −2,188−58.4% | Reduced |
| Shelton Capital Management | 1,511 | $278.0K | 0.01% | −2,088−58.0% | Reduced |
| Curated Wealth Partners LLC | 1,499 | $274.0K | 0.08% | −2,266−60.2% | Reduced |
| D.A. Davidson & Co. | 1,449 | $266.0K | 0.00% | −2,002−58.0% | Reduced |
| USA Financial Portformulas Corp | 1,419 | $261.0K | 0.33% | +1,419 | New |
| Lincoln National Corp | 1,414 | $260.0K | 0.01% | −1,929−57.7% | Reduced |
| FourThought Financial, LLC | 1,397 | $257.0K | 0.04% | −1,584−53.1% | Reduced |
| Heritage Wealth Management, LLC | 1,392 | $255.7K | 0.09% | +1,392 | New |
| Martingale Asset Management L P | 1,378 | $254.0K | 0.00% | −3,513−71.8% | Reduced |
| Icon Wealth Partners, LLC | 1,350 | $248.0K | 0.03% | −2,738−67.0% | Reduced |
| Commerce Bank | 1,336 | $245.0K | 0.00% | −1,720−56.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,322 | $243.0K | 0.17% | −829−38.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,295 | $238.0K | 0.02% | −1,845−58.8% | Reduced |
| Blair William & Co | 1,265 | $232.0K | 0.00% | −2,610−67.4% | Reduced |
| Stephens Inc | 1,252 | $230.0K | 0.00% | −1,556−55.4% | Reduced |
| Tiaa, FSB | 1,229 | $226.0K | 0.00% | +1,229 | New |
| Curi Capital | 1,193 | $219.0K | 0.04% | −1,616−57.5% | Reduced |
| Pitcairn Co | 1,184 | $217.0K | 0.02% | −1,654−58.3% | Reduced |
| Pathstone Family Office, LLC | 1,177 | $216.2K | 0.00% | −1,464−55.4% | Reduced |
| Jump Financial, LLC | 1,141 | $210.0K | 0.01% | +1,141 | New |
| Cetera Advisors LLC | 1,132 | $208.0K | 0.00% | +1,132 | New |
| CAPROCK Group, Inc. | 1,122 | $206.0K | 0.02% | +1,122 | New |
| CIBC Asset Management Inc | 1,112 | $204.0K | 0.00% | −1,729−60.9% | Reduced |
| Profund Advisors LLC | 1,107 | $203.0K | 0.01% | −2,025−64.7% | Reduced |
| Benjamin Edwards Inc | 1,010 | $186.0K | 0.05% | −1,406−58.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 794 | $146.0K | 0.01% | +794 | New |
| Hantz Financial Services, Inc. | 626 | $115.0K | 0.00% | −829−57.0% | Reduced |
| Prospera Financial Services Inc | 486 | $89.0K | 0.00% | −1,026−67.9% | Reduced |
| Ellis Investment Partners, LLC | 430 | $78.0K | 0.02% | −594−58.0% | Reduced |
| Venture Visionary Partners LLC | 415 | $76.2K | 0.01% | +415 | New |
| Wolff Wiese Magana LLC | 369 | $68.0K | 0.05% | −555−60.1% | Reduced |
| Eagle Bay Advisors LLC | 332 | $61.0K | 0.04% | +57+20.7% | Added |
| Parkside Financial Bank & Trust | 226 | $42.0K | 0.01% | −308−57.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 218 | $40.0K | 0.00% | −613−73.8% | 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 |
| Signaturefd, LLC | 202 | $37.0K | 0.00% | −302−59.9% | Reduced |
| Sargent Bickham Lagudis LLC | 164 | $30.0K | 0.00% | −229−58.3% | Reduced |
| 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 |
| Central Trust Co | 132 | $24.0K | 0.00% | +107+428.0% | Added |
| Nisa Investment Advisors, LLC | 126 | $23.0K | 0.00% | −174−58.0% | Reduced |
| ACG Wealth | 126 | $23.0K | 0.00% | +126 | New |
| First Horizon Advisors, Inc. | 119 | $21.0K | 0.00% | +39+48.8% | Added |
| Castle Wealth Management LLC | 113 | $21.0K | 0.01% | +113 | New |
| National Bank of Canada | 99 | $18.0K | 0.00% | −116−54.0% | 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 |
| 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 |
| 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 |
| Healthcare of Ontario Pension Plan Trust Fund | 75 | $14.0K | 0.00% | −151−66.8% | Reduced |
| CWM, LLC | 72 | $13.0K | 0.00% | −112−60.9% | 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 |
| Proequities, Inc. | 53 | $10.0K | 0.00% | −95−64.2% | Reduced |
| Quent Capital, LLC | 49 | $9.00K | 0.00% | −78−61.4% | Reduced |
| Global Retirement Partners, LLC | 47 | $9.00K | 0.00% | +47 | New |
| 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 |
| 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 |
| GPS Wealth Strategies Group, LLC | 34 | $6.00K | 0.00% | −48−58.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28 | $5.14K | 0.00% | +28 | New |
| Zullo Investment Group, Inc. | 25 | $5.00K | 0.00% | −36−59.0% | Reduced |
| Bartlett & Co. LLC | 28 | $5.00K | 0.00% | +28 | New |
| Horan Securities, Inc. | 22 | $4.00K | 0.00% | +22 | 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 |