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, Q4 2022
Institutional positions in Aspen Technology, Inc. as of Dec 31, 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
- 385
- +50 vs. Q3 2022
- Shares held
- 29.3M
- +372.2K (+1.3%) vs. Q3 2022
- Total value
- $6.01B
- −$874.2M (−12.7%) vs. Q3 2022
- New holders
- 96
- 131 more added
- Sold out
- 46
- 120 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,807,146 | $782.0M | 0.02% | +525,191+16.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,011,149 | $618.5M | 1.93% | −58,521−1.9% | Reduced |
| Vanguard Group Inc | 2,802,726 | $575.7M | 0.02% | +21,236+0.8% | Added |
| FMR LLC | 2,028,570 | $416.7M | 0.04% | −191,990−8.6% | Reduced |
| Franklin Resources Inc | 1,079,128 | $221.7M | 0.12% | +89,272+9.0% | Added |
| Neuberger Berman Group LLC | 968,794 | $199.0M | 0.20% | −9,530−1.0% | Reduced |
| State Street Corp | 954,656 | $196.1M | 0.01% | +182,674+23.7% | Added |
| Nordea Investment Management AB | 936,746 | $190.3M | 0.30% | −14,200−1.5% | Reduced |
| Jackson Square Partners, LLC | 653,523 | $134.2M | 3.58% | +92,689+16.5% | Added |
| Bamco Inc | 544,939 | $111.9M | 0.38% | −36,033−6.2% | Reduced |
| Clearbridge Investments, LLC | 470,863 | $96.7M | 0.10% | +2,097+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 453,164 | $93.1M | 0.07% | +72,461+19.0% | Added |
| Geode Capital Management, LLC | 436,452 | $89.6M | 0.01% | +26,380+6.4% | Added |
| Wells Fargo & Company | 418,724 | $86.0M | 0.03% | −6,079−1.4% | Reduced |
| Lord, Abbett & Co. LLC | 403,986 | $83.0M | 0.30% | −148,644−26.9% | Reduced |
| Lazard Asset Management LLC | 403,382 | $82.9M | 0.11% | +1680.0% | Added |
| Norges Bank | 374,984 | $77.0M | 0.02% | +181,453+93.8% | Added |
| Goldman Sachs Group Inc | 340,465 | $69.9M | 0.02% | +5,932+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 299,252 | $61.5M | 0.18% | +37,885+14.5% | Added |
| Bank of New York Mellon Corp | 294,988 | $60.6M | 0.01% | +30,025+11.3% | Added |
| Fisher Asset Management, LLC | 268,412 | $55.1M | 0.04% | −123,169−31.5% | Reduced |
| Macquarie Group Ltd | 264,671 | $54.4M | 0.06% | −116,326−30.5% | Reduced |
| Northern Trust Corp | 251,754 | $51.7M | 0.01% | +18,488+7.9% | Added |
| TimesSquare Capital Management, LLC | 227,715 | $46.8M | 0.67% | +7,615+3.5% | Added |
| Janus Henderson Group PLC | 227,478 | $46.7M | 0.03% | −6,866−2.9% | Reduced |
| Deutsche Bank AG | 217,245 | $44.6M | 0.03% | +53,235+32.5% | Added |
| Wellington Management Group LLP | 214,252 | $44.0M | 0.01% | +23,129+12.1% | Added |
| Capital Research Global Investors | 211,701 | $43.5M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 209,174 | $43.0M | 0.02% | +1030.0% | Added |
| Charles Schwab Investment Management Inc | 208,453 | $42.8M | 0.01% | +10,964+5.6% | Added |
| SEI Investments Co | 194,162 | $39.9M | 0.09% | +29,920+18.2% | Added |
| Voya Investment Management LLC | 179,667 | $36.9M | 0.04% | −59,232−24.8% | Reduced |
| Fiera Capital Corp | 177,737 | $36.5M | 0.11% | −15,955−8.2% | Reduced |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 175,485 | $36.0M | 1.46% | 00.0% | Unchanged |
| Raymond James & Associates | 174,175 | $35.8M | 0.03% | +5,826+3.5% | Added |
| Morgan Stanley | 169,644 | $34.8M | 0.00% | +13,191+8.4% | Added |
| Stephens Investment Management Group LLC | 168,018 | $34.5M | 0.63% | +793+0.5% | Added |
| Principal Financial Group Inc | 156,314 | $32.1M | 0.02% | +1,620+1.0% | Added |
| Price T Rowe Associates Inc | 156,088 | $32.1M | 0.01% | −7,250−4.4% | Reduced |
| Bessemer Group Inc | 152,265 | $31.3M | 0.08% | −167,874−52.4% | Reduced |
| Ameriprise Financial Inc | 134,622 | $27.7M | 0.01% | −199,863−59.8% | Reduced |
| Bank of America Corp | 134,512 | $27.6M | 0.00% | +8,715+6.9% | Added |
| Legal & General Group Plc | 133,916 | $27.5M | 0.01% | +69,082+106.6% | Added |
| California Public Employees Retirement System | 130,357 | $26.8M | 0.02% | +1,685+1.3% | Added |
| Invesco Ltd. | 124,525 | $25.6M | 0.01% | +15,478+14.2% | Added |
| Swiss National Bank | 117,700 | $24.2M | 0.02% | +53,656+83.8% | Added |
| Aristotle Capital Boston, LLC | 117,236 | $24.1M | 0.76% | −12,289−9.5% | Reduced |
| AXA S.A. | 112,283 | $23.1M | 0.08% | −20,943−15.7% | Reduced |
| Two Creeks Capital Management, LP | 108,415 | $22.3M | 1.59% | −143,718−57.0% | Reduced |
| Boston Trust Walden Corp | 107,486 | $22.1M | 0.19% | −66,548−38.2% | Reduced |
| Pertento Partners LLP | 96,158 | $19.8M | 6.46% | −14,116−12.8% | Reduced |
| Rhumbline Advisers | 92,121 | $18.9M | 0.03% | +6,539+7.6% | Added |
| Royal Bank of Canada | 91,145 | $18.7M | 0.01% | −995−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 89,984 | $18.5M | 0.01% | −11,998−11.8% | Reduced |
| Riverbridge Partners LLC | 85,307 | $17.5M | 0.26% | −5,195−5.7% | Reduced |
| Howland Capital Management LLC | 81,692 | $16.8M | 1.03% | −2,352−2.8% | Reduced |
| Envestnet Asset Management Inc | 81,520 | $16.7M | 0.01% | +81+0.1% | Added |
| Zevenbergen Capital Investments LLC | 80,000 | $16.4M | 0.55% | −40,000−33.3% | Reduced |
| Stifel Financial Corp | 74,760 | $15.4M | 0.02% | −1,677−2.2% | Reduced |
| Qube Research & Technologies Ltd | 72,559 | $14.9M | 0.09% | +72,559 | New |
| UBS Asset Management Americas Inc | 72,080 | $14.8M | 0.01% | +23,605+48.7% | Added |
| Swedbank AB | 67,941 | $14.0M | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 63,736 | $13.1M | 0.07% | −19,593−23.5% | Reduced |
| Thornburg Investment Management Inc | 60,602 | $12.4M | 0.21% | −1,750−2.8% | Reduced |
| Public Employees Retirement Association of Colorado | 60,532 | $12.4M | 0.07% | −29,590−32.8% | Reduced |
| Nuveen Asset Management, LLC | 57,603 | $11.8M | 0.00% | −39,024−40.4% | Reduced |
| California State Teachers Retirement System | 48,587 | $9.98M | 0.02% | +14,620+43.0% | Added |
| Kornitzer Capital Management Inc | 46,062 | $9.46M | 0.19% | 00.0% | Unchanged |
| American International Group, Inc. | 45,347 | $9.31M | 0.07% | −437−1.0% | Reduced |
| Alliancebernstein L.P. | 45,342 | $9.31M | 0.00% | +1,295+2.9% | Added |
| Credit Suisse AG | 45,242 | $9.29M | 0.01% | −40,447−47.2% | Reduced |
| JPMorgan Chase & Co | 43,590 | $8.95M | 0.00% | −10,988−20.1% | Reduced |
| Natixis Advisors, L.P. | 41,269 | $8.48M | 0.03% | +3,044+8.0% | Added |
| Retirement Systems of Alabama | 38,278 | $7.86M | 0.03% | +393+1.0% | Added |
| Candriam Luxembourg S.C.A. | 33,294 | $6.84M | 0.05% | +14,264+75.0% | Added |
| Voloridge Investment Management, LLC | 31,316 | $6.43M | 0.04% | +31,316 | New |
| Aviva PLC | 30,865 | $6.34M | 0.03% | +30,865 | New |
| New York State Common Retirement Fund | 30,563 | $6.28M | 0.01% | −431−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 29,961 | $6.15M | 0.02% | +50+0.2% | Added |
| APG Asset Management N.V. | 29,926 | $6.15M | 0.01% | +29,926 | New |
| Barclays PLC | 28,847 | $5.93M | 0.01% | +27,398+1,890.8% | Added |
| Amundi | 28,617 | $5.90M | 0.00% | +28,186+6,539.7% | Added |
| Vestmark Advisory Solutions, Inc. | 28,234 | $5.80M | 0.28% | +631+2.3% | Added |
| Victory Capital Management Inc | 27,970 | $5.75M | 0.01% | −744−2.6% | Reduced |
| Woodline Partners LP | 27,471 | $5.64M | 0.08% | +7,784+39.5% | Added |
| Rivermont Capital Management LP | 26,525 | $5.45M | 3.45% | +26,525 | New |
| New York State Teachers Retirement System | 25,944 | $5.33M | 0.01% | +2,138+9.0% | Added |
| Citigroup Inc | 25,179 | $5.17M | 0.01% | +3,159+14.3% | Added |
| Mutual of America Capital Management LLC | 23,840 | $4.90M | 0.06% | +607+2.6% | Added |
| Susquehanna Fundamental Investments, LLC | 23,815 | $4.89M | 0.08% | −1,680−6.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,300 | $4.79M | 0.03% | +23,300 | New |
| Amalgamated Bank | 22,030 | $4.53M | 0.04% | −22−0.1% | Reduced |
| Squarepoint Ops LLC | 21,945 | $4.51M | 0.03% | +21,945 | New |
| Truist Financial Corp | 20,844 | $4.28M | 0.01% | +722+3.6% | Added |
| Janney Montgomery Scott LLC | 20,552 | $4.22M | 0.02% | −698−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 19,846 | $4.08M | 0.05% | +11,411+135.3% | Added |
| Texas Permanent School Fund | 19,613 | $4.03M | 0.06% | −1,201−5.8% | Reduced |
| MetLife Investment Management | 19,317 | $3.97M | 0.03% | −345−1.8% | Reduced |
| RMB Capital Management, LLC | 19,042 | $3.91M | 0.14% | +728+4.0% | Added |
| Ensign Peak Advisors, Inc | 18,159 | $3.73M | 0.01% | +9,900+119.9% | Added |