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, Q3 2022
Institutional positions in Aspen Technology, Inc. as of Sep 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
- 341
- +26 vs. Q2 2022
- Shares held
- 29.0M
- +4.46M (+18.2%) vs. Q2 2022
- Total value
- $6.89B
- +$2.39B (+53.1%) vs. Q2 2022
- New holders
- 71
- 130 more added
- Sold out
- 45
- 98 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | +1+100.0% | Added |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Absolute Capital Management, LLC | 1 | $234 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 4 | $953 | 0.00% | +2+100.0% | Added |
| Allworth Financial LP | 3 | $1.00K | 0.00% | −37−92.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3 | $1.00K | 0.00% | −5−62.5% | Reduced |
| JJJ Advisors Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $1.19K | 0.00% | +5 | New |
| American Portfolios Advisors | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $2.00K | 0.00% | +6+300.0% | Added |
| Center for Financial Planning, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 14 | $3.00K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 13 | $3.00K | 0.00% | +13 | New |
| TCI Wealth Advisors, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 18 | $4.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $4.00K | 0.00% | −2−11.8% | Reduced |
| Massmutual Trust Co FSB | 19 | $5.00K | 0.00% | +2+11.8% | Added |
| Earnest Partners LLC | 21 | $5.00K | 0.00% | +21 | New |
| Simplex Trading, LLC | 23 | $5.00K | 0.00% | +23 | New |
| Zullo Investment Group, Inc. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $6.00K | 0.00% | +26 | New |
| Lindbrook Capital, LLC | 27 | $6.00K | 0.00% | +27 | New |
| GPS Wealth Strategies Group, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 40 | $10.0K | 0.00% | +40 | New |
| Ten Capital Wealth Advisors, LLC | 44 | $10.0K | 0.00% | +44 | New |
| Signaturefd, LLC | 46 | $11.0K | 0.00% | −156−77.2% | Reduced |
| Global Retirement Partners, LLC | 50 | $12.0K | 0.00% | +3+6.4% | Added |
| Quent Capital, LLC | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 53 | $13.0K | 0.00% | −36−40.4% | Reduced |
| Proequities, Inc. | 57 | $14.0K | 0.00% | +4+7.5% | Added |
| SRS Capital Advisors, Inc. | 67 | $16.0K | 0.00% | +1+1.5% | Added |
| Meeder Asset Management Inc | 88 | $21.0K | 0.00% | −2−2.2% | Reduced |
| Parallel Advisors, LLC | 87 | $21.0K | 0.00% | −2−2.2% | Reduced |
| Huntington National Bank | 90 | $21.0K | 0.00% | +76+542.9% | Added |
| JFS Wealth Advisors, LLC | 91 | $22.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 99 | $24.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 113 | $27.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 124 | $29.0K | 0.00% | +5+4.2% | Added |
| Central Trust Co | 132 | $31.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 139 | $33.0K | 0.00% | −4−2.8% | Reduced |
| Wipfli Financial Advisors LLC, | 140 | $33.0K | 0.00% | +140 | New |
| Sargent Bickham Lagudis LLC | 141 | $34.0K | 0.00% | −23−14.0% | Reduced |
| Nisa Investment Advisors, LLC | 148 | $35.0K | 0.00% | +22+17.5% | Added |
| Altshuler Shaham Ltd | 157 | $37.0K | 0.00% | +157 | New |
| CWM, LLC | 190 | $45.0K | 0.00% | +118+163.9% | Added |
| DekaBank Deutsche Girozentrale | 202 | $47.0K | 0.00% | +202 | New |
| Steward Partners Investment Advisory, LLC | 206 | $49.0K | 0.00% | −12−5.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 214 | $51.0K | 0.00% | +214 | New |
| IFP Advisors, Inc | 330 | $51.0K | 0.00% | +220+200.0% | Added |
| Quadrant Capital Group LLC | 226 | $54.0K | 0.01% | +20+9.7% | Added |
| Parkside Financial Bank & Trust | 248 | $59.0K | 0.02% | +22+9.7% | Added |
| Pinnacle Financial Partners Inc | 296 | $71.0K | 0.00% | +296 | New |
| Wolff Wiese Magana LLC | 367 | $87.0K | 0.07% | −2−0.5% | Reduced |
| Ellis Investment Partners, LLC | 430 | $102.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 438 | $104.0K | 0.09% | +230+110.6% | Added |
| Amundi | 431 | $110.0K | 0.00% | +431 | New |
| Eagle Bay Advisors LLC | 551 | $132.0K | 0.08% | +219+66.0% | Added |
| Harvest Fund Management Co., Ltd | 556 | $132.0K | 0.04% | +415+294.3% | Added |
| C M Bidwell & Associates Ltd | 568 | $135.0K | 0.11% | +526+1,252.4% | Added |
| Hantz Financial Services, Inc. | 687 | $164.0K | 0.01% | +61+9.7% | Added |
| Acadian Asset Management LLC | 768 | $182.0K | 0.00% | +768 | New |
| Hutchens & Kramer Investment Management Group, LLC | 842 | $205.0K | 0.17% | +842 | New |
| D. E. Shaw & Co., Inc. | 882 | $210.0K | 0.00% | +882 | New |
| Brookstone Capital Management | 889 | $217.0K | 0.01% | +889 | New |
| Kestra Advisory Services, LLC | 917 | $218.0K | 0.00% | +917 | New |
| Advisor Partners II, LLC | 929 | $221.0K | 0.02% | +929 | New |
| Quantamental Technologies LLC | 941 | $224.0K | 0.09% | −959−50.5% | Reduced |
| Shepherd Financial Partners LLC | 970 | $231.0K | 0.05% | +970 | New |
| Axxcess Wealth Management, LLC | 991 | $236.0K | 0.02% | +991 | New |
| Panagora Asset Management Inc | 995 | $237.0K | 0.00% | +995 | New |
| Benjamin Edwards Inc | 1,028 | $245.0K | 0.07% | +18+1.8% | Added |
| Pacific Global Investment Management CO | 1,060 | $252.0K | 0.06% | +1,060 | New |
| Veritable, L.P. | 1,087 | $259.0K | 0.01% | +1,087 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,100 | $262.0K | 0.09% | +1,100 | New |
| CenterBook Partners LP | 1,099 | $262.0K | 0.05% | +1,099 | New |
| CIBC Asset Management Inc | 1,112 | $265.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 1,114 | $265.0K | 0.05% | +1,114 | New |
| CAPROCK Group, Inc. | 1,122 | $267.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,126 | $268.0K | 0.02% | +19+1.7% | Added |
| Assenagon Asset Management S.A. | 1,146 | $273.0K | 0.00% | +1,146 | New |
| Creative Planning | 1,152 | $274.0K | 0.00% | +1,152 | New |
| Tiaa, FSB | 1,230 | $293.0K | 0.00% | +1+0.1% | Added |
| First Manhattan Co | 1,281 | $305.0K | 0.00% | −546−29.9% | Reduced |
| Verition Fund Management LLC | 1,306 | $311.0K | 0.00% | +1,306 | New |
| Blair William & Co | 1,321 | $315.0K | 0.00% | +56+4.4% | Added |
| Pacer Advisors, Inc. | 1,321 | $315.0K | 0.00% | +1,279+3,045.2% | Added |
| Icon Wealth Advisors, LLC | 1,347 | $321.0K | 0.04% | +1,347 | New |
| Stephens Inc | 1,359 | $324.0K | 0.01% | +107+8.5% | Added |
| Curated Wealth Partners LLC | 1,416 | $338.0K | 0.10% | −83−5.5% | Reduced |
| Lincoln National Corp | 1,420 | $338.0K | 0.01% | +6+0.4% | Added |
| D.A. Davidson & Co. | 1,459 | $343.0K | 0.00% | +10+0.7% | Added |
| Barclays PLC | 1,449 | $345.0K | 0.00% | −919−38.8% | Reduced |