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 |
|---|---|---|---|---|---|
| Garrison Asset Management, LLC | 2,397 | $571.0K | 0.40% | +10.0% | Added |
| Tocqueville Asset Management L.P. | 2,373 | $565.0K | 0.01% | −2−0.1% | Reduced |
| HighTower Advisors, LLC | 2,482 | $559.0K | 0.00% | −129−4.9% | Reduced |
| Nichols & Pratt Advisers LLP | 2,315 | $551.0K | 0.05% | +2,315 | New |
| Captrust Financial Advisors | 2,254 | $537.0K | 0.00% | +684+43.6% | Added |
| Schroder Investment Management Group | 2,201 | $524.0K | 0.00% | +2,201 | New |
| CTC Capital Management, LLC | 2,200 | $524.0K | 0.43% | +2,200 | New |
| Maryland State Retirement & Pension System | 2,170 | $517.0K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,170 | $517.0K | 0.01% | +77+3.7% | Added |
| FourThought Financial, LLC | 2,159 | $514.0K | 0.08% | +762+54.5% | Added |
| Blue Zone Wealth Advisors, LLC | 2,090 | $498.0K | 0.26% | −446−17.6% | Reduced |
| Whittier Trust Co | 2,060 | $491.0K | 0.01% | +56+2.8% | Added |
| National Asset Management, Inc. | 2,036 | $485.0K | 0.01% | +2,036 | New |
| Outlook Wealth Advisors, LLC | 2,031 | $484.0K | 0.22% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,027 | $482.8K | 0.17% | −38−1.8% | Reduced |
| Brown Brothers Harriman & Co | 2,020 | $481.0K | 0.00% | −246−10.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,978 | $470.0K | 0.11% | +64+3.3% | Added |
| The PNC Financial Services Group, Inc. | 1,958 | $467.0K | 0.00% | −129−6.2% | Reduced |
| Jump Financial, LLC | 1,923 | $458.0K | 0.02% | +782+68.5% | Added |
| AQR Capital Management LLC | 1,938 | $457.0K | 0.00% | +14+0.7% | Added |
| Pictet Asset Management SA | 1,877 | $447.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 1,867 | $445.0K | 0.09% | +1,867 | New |
| First Republic Investment Management, Inc. | 1,850 | $441.0K | 0.00% | −2,265−55.0% | Reduced |
| Meridian Financial Partners LLC | 1,764 | $427.0K | 0.61% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 1,771 | $422.0K | 0.13% | +8+0.5% | Added |
| MML Investors Services, LLC | 1,732 | $413.0K | 0.00% | +29+1.7% | Added |
| USA Financial Portformulas Corp | 1,713 | $408.0K | 0.64% | +294+20.7% | Added |
| Ieq Capital, LLC | 1,682 | $401.0K | 0.01% | +1,682 | New |
| Capital Asset Advisory Services LLC | 1,677 | $399.0K | 0.05% | −802−32.4% | Reduced |
| Assetmark, Inc | 1,609 | $383.0K | 0.00% | +1,609 | New |
| Cubist Systematic Strategies, LLC | 1,600 | $381.0K | 0.00% | −12,015−88.2% | Reduced |
| Exchange Capital Management, Inc. | 1,600 | $381.0K | 0.09% | −10−0.6% | Reduced |
| Precision Wealth Strategies, LLC | 1,498 | $374.0K | 0.33% | −156−9.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,553 | $370.0K | 0.00% | −866−35.8% | Reduced |
| Landscape Capital Management, L.L.C. | 1,519 | $362.0K | 0.05% | +1,519 | New |
| Pathstone Family Office, LLC | 1,515 | $361.0K | 0.01% | +338+28.7% | Added |
| Moneta Group Investment Advisors LLC | 1,511 | $360.0K | 0.01% | −193−11.3% | Reduced |
| Shelton Capital Management | 1,511 | $360.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 1,479 | $352.0K | 0.00% | +143+10.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,471 | $350.0K | 0.26% | +149+11.3% | Added |
| Barclays PLC | 1,449 | $345.0K | 0.00% | −919−38.8% | Reduced |
| Heritage Wealth Management, LLC | 1,449 | $345.0K | 0.11% | +57+4.1% | Added |
| D.A. Davidson & Co. | 1,459 | $343.0K | 0.00% | +10+0.7% | 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 |
| Stephens Inc | 1,359 | $324.0K | 0.01% | +107+8.5% | Added |
| Icon Wealth Advisors, LLC | 1,347 | $321.0K | 0.04% | +1,347 | 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 |
| Verition Fund Management LLC | 1,306 | $311.0K | 0.00% | +1,306 | New |
| First Manhattan Co | 1,281 | $305.0K | 0.00% | −546−29.9% | Reduced |
| Tiaa, FSB | 1,230 | $293.0K | 0.00% | +1+0.1% | Added |
| Creative Planning | 1,152 | $274.0K | 0.00% | +1,152 | New |
| Assenagon Asset Management S.A. | 1,146 | $273.0K | 0.00% | +1,146 | New |
| Profund Advisors LLC | 1,126 | $268.0K | 0.02% | +19+1.7% | Added |
| CAPROCK Group, Inc. | 1,122 | $267.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Veritable, L.P. | 1,087 | $259.0K | 0.01% | +1,087 | New |
| Pacific Global Investment Management CO | 1,060 | $252.0K | 0.06% | +1,060 | New |
| Benjamin Edwards Inc | 1,028 | $245.0K | 0.07% | +18+1.8% | Added |
| Panagora Asset Management Inc | 995 | $237.0K | 0.00% | +995 | New |
| Axxcess Wealth Management, LLC | 991 | $236.0K | 0.02% | +991 | New |
| Shepherd Financial Partners LLC | 970 | $231.0K | 0.05% | +970 | New |
| Quantamental Technologies LLC | 941 | $224.0K | 0.09% | −959−50.5% | Reduced |
| Advisor Partners II, LLC | 929 | $221.0K | 0.02% | +929 | New |
| Kestra Advisory Services, LLC | 917 | $218.0K | 0.00% | +917 | New |
| Brookstone Capital Management | 889 | $217.0K | 0.01% | +889 | New |
| D. E. Shaw & Co., Inc. | 882 | $210.0K | 0.00% | +882 | New |
| Hutchens & Kramer Investment Management Group, LLC | 842 | $205.0K | 0.17% | +842 | New |
| Acadian Asset Management LLC | 768 | $182.0K | 0.00% | +768 | New |
| Hantz Financial Services, Inc. | 687 | $164.0K | 0.01% | +61+9.7% | Added |
| C M Bidwell & Associates Ltd | 568 | $135.0K | 0.11% | +526+1,252.4% | Added |
| 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 |
| Amundi | 431 | $110.0K | 0.00% | +431 | New |
| Covestor Ltd | 438 | $104.0K | 0.09% | +230+110.6% | Added |
| Ellis Investment Partners, LLC | 430 | $102.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 367 | $87.0K | 0.07% | −2−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 296 | $71.0K | 0.00% | +296 | New |
| Parkside Financial Bank & Trust | 248 | $59.0K | 0.02% | +22+9.7% | Added |
| Quadrant Capital Group LLC | 226 | $54.0K | 0.01% | +20+9.7% | Added |
| IFP Advisors, Inc | 330 | $51.0K | 0.00% | +220+200.0% | Added |
| Federation des caisses Desjardins du Quebec | 214 | $51.0K | 0.00% | +214 | New |
| Steward Partners Investment Advisory, LLC | 206 | $49.0K | 0.00% | −12−5.5% | Reduced |
| DekaBank Deutsche Girozentrale | 202 | $47.0K | 0.00% | +202 | New |
| CWM, LLC | 190 | $45.0K | 0.00% | +118+163.9% | Added |
| Altshuler Shaham Ltd | 157 | $37.0K | 0.00% | +157 | New |
| Nisa Investment Advisors, LLC | 148 | $35.0K | 0.00% | +22+17.5% | Added |
| Sargent Bickham Lagudis LLC | 141 | $34.0K | 0.00% | −23−14.0% | Reduced |
| Fifth Third Bancorp | 139 | $33.0K | 0.00% | −4−2.8% | Reduced |
| Wipfli Financial Advisors LLC, | 140 | $33.0K | 0.00% | +140 | New |
| Central Trust Co | 132 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 124 | $29.0K | 0.00% | +5+4.2% | Added |
| Castle Wealth Management LLC | 113 | $27.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 99 | $24.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $22.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 88 | $21.0K | 0.00% | −2−2.2% | Reduced |