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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 87 | $21.0K | 0.00% | −2−2.2% | Reduced |
| Huntington National Bank | 90 | $21.0K | 0.00% | +76+542.9% | Added |
| SRS Capital Advisors, Inc. | 67 | $16.0K | 0.00% | +1+1.5% | Added |
| Proequities, Inc. | 57 | $14.0K | 0.00% | +4+7.5% | Added |
| Northwestern Mutual Wealth Management Co | 53 | $13.0K | 0.00% | −36−40.4% | 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 |
| Signaturefd, LLC | 46 | $11.0K | 0.00% | −156−77.2% | Reduced |
| Ellevest, Inc. | 40 | $10.0K | 0.00% | +40 | New |
| Ten Capital Wealth Advisors, LLC | 44 | $10.0K | 0.00% | +44 | New |
| GPS Wealth Strategies Group, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.19K | 0.00% | +5 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 4 | $953 | 0.00% | +2+100.0% | Added |
| Absolute Capital Management, LLC | 1 | $234 | 0.00% | +1 | New |
| 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 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −419,868−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −67,584−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −51,810−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −43,411−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −37,573−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −22,759−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,762−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −13,828−100.0% | Sold out |
| Kim, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −8,076−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −44,504−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| Roberts Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,575−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,473−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Endurance Wealth Management, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |