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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 4,555 | $936.0K | 0.04% | −1,388−23.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,580 | $941.0K | 0.01% | +300+7.0% | Added |
| ExodusPoint Capital Management, LP | 4,583 | $941.0K | 0.01% | +4,583 | New |
| Calamos Advisors LLC | 4,652 | $955.5K | 0.00% | −851−15.5% | Reduced |
| Prudential Financial Inc | 4,692 | $963.7K | 0.00% | −451−8.8% | Reduced |
| Utah Retirement Systems | 4,811 | $988.2K | 0.02% | −100−2.0% | Reduced |
| Panagora Asset Management Inc | 4,980 | $1.02M | 0.01% | +3,985+400.5% | Added |
| American Century Companies Inc | 4,987 | $1.02M | 0.00% | −1,608−24.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,112 | $1.05M | 0.10% | −549−9.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,113 | $1.05M | 0.01% | +945+22.7% | Added |
| M&T Bank Corp | 5,159 | $1.06M | 0.00% | +423+8.9% | Added |
| Tudor Investment Corp Et Al | 5,250 | $1.08M | 0.03% | +5,250 | New |
| Azzad Asset Management Inc | 5,460 | $1.12M | 0.18% | −567−9.4% | Reduced |
| Pacer Advisors, Inc. | 5,586 | $1.15M | 0.01% | +4,265+322.9% | Added |
| Storebrand Asset Management AS | 5,634 | $1.16M | 0.01% | +5,634 | New |
| Segall Bryant & Hamill, LLC | 5,810 | $1.19M | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,817 | $1.19M | 0.02% | +368+6.8% | Added |
| Tredje AP-fonden | 5,862 | $1.20M | 0.02% | +5,862 | New |
| Linden Thomas Advisory Services, LLC | 5,934 | $1.22M | 0.34% | +5,934 | New |
| Axxcess Wealth Management, LLC | 5,973 | $1.23M | 0.10% | +4,982+502.7% | Added |
| EAM Global Investors LLC | 5,982 | $1.23M | 0.32% | −8,224−57.9% | Reduced |
| Torray LLC | 6,061 | $1.24M | 0.22% | −169−2.7% | Reduced |
| F/M Investments LLC | 6,159 | $1.27M | 1.53% | +6,159 | New |
| Oppenheimer Asset Management Inc. | 6,181 | $1.27M | 0.02% | −167−2.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,272 | $1.29M | 0.01% | +6,272 | New |
| Wilkins Investment Counsel Inc | 6,350 | $1.30M | 0.34% | −840−11.7% | Reduced |
| Gulf International Bank (UK) Ltd | 6,350 | $1.30M | 0.02% | +6,350 | New |
| IFM Investors Pty Ltd | 6,489 | $1.33M | 0.02% | +6,489 | New |
| STRS Ohio | 6,490 | $1.33M | 0.01% | +1,440+28.5% | Added |
| Xponance, Inc. | 6,527 | $1.34M | 0.02% | +478+7.9% | Added |
| Nomura Asset Management Co Ltd | 6,570 | $1.35M | 0.01% | +6,570 | New |
| Ameritas Investment Partners, Inc. | 7,516 | $1.50M | 0.06% | +74+1.0% | Added |
| TD Private Client Wealth LLC | 7,594 | $1.56M | 0.07% | −327−4.1% | Reduced |
| Duality Advisers, LP | 7,641 | $1.57M | 0.18% | +7,641 | New |
| Louisiana State Employees Retirement System | 7,800 | $1.60M | 0.04% | +100+1.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 7,901 | $1.62M | 0.07% | +2,315+41.4% | Added |
| Arizona State Retirement System | 8,207 | $1.69M | 0.02% | +868+11.8% | Added |
| State of Michigan Retirement System | 8,507 | $1.75M | 0.01% | +1,200+16.4% | Added |
| Polen Capital Management LLC | 8,549 | $1.76M | 0.01% | +279+3.4% | Added |
| HSBC Holdings PLC | 8,763 | $1.78M | 0.00% | +8,763 | New |
| Citadel Advisors LLC | 8,699 | $1.79M | 0.00% | −10,424−54.5% | Reduced |
| Korea Investment CORP | 8,744 | $1.80M | 0.01% | +8,744 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,047 | $1.87M | 0.01% | +9,047 | New |
| Polar Capital Holdings Plc | 9,282 | $1.91M | 0.02% | +9,282 | New |
| Zacks Investment Management | 9,323 | $1.91M | 0.03% | +436+4.9% | Added |
| Atria Investments LLC | 9,758 | $2.00M | 0.04% | −881−8.3% | Reduced |
| HRT Financial LP | 9,819 | $2.02M | 0.03% | +9,819 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,909 | $2.04M | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 36,132 | $2.06M | 0.06% | +14,881+70.0% | Added |
| Russell Investments Group, Ltd. | 10,297 | $2.12M | 0.00% | +1,341+15.0% | Added |
| Pictet Asset Management SA | 10,339 | $2.12M | 0.00% | +8,462+450.8% | Added |
| Asset Management One Co.,Ltd. | 11,105 | $2.28M | 0.01% | +11,105 | New |
| Guggenheim Capital LLC | 11,455 | $2.35M | 0.02% | −3,949−25.6% | Reduced |
| Point72 Asset Management, L.P. | 11,700 | $2.40M | 0.01% | +11,700 | New |
| Treasurer of the State of North Carolina | 11,705 | $2.40M | 0.01% | +150+1.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,779 | $2.42M | 0.19% | −5,117−30.3% | Reduced |
| Millennium Management LLC | 11,844 | $2.43M | 0.00% | −50,656−81.0% | Reduced |
| Synovus Financial Corp | 12,466 | $2.56M | 0.03% | +1,177+10.4% | Added |
| American Capital Management Inc | 12,668 | $2.60M | 0.10% | +8+0.1% | Added |
| UBS Group AG | 12,865 | $2.64M | 0.00% | −5,476−29.9% | Reduced |
| Comerica Bank | 13,069 | $2.67M | 0.02% | −156−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,065 | $2.68M | 0.02% | +1,592+13.9% | Added |
| Advisor Group Holdings, Inc. | 13,106 | $2.69M | 0.01% | −602−4.4% | Reduced |
| LPL Financial LLC | 13,855 | $2.85M | 0.00% | −768−5.3% | Reduced |
| Snider Financial Group | 14,015 | $2.88M | 1.59% | −773−5.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,100 | $2.90M | 0.04% | +14,100 | New |
| Argent Capital Management LLC | 14,395 | $2.96M | 0.11% | +217+1.5% | Added |
| Sit Investment Associates Inc | 14,547 | $2.99M | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 14,607 | $3.00M | 0.01% | +422+3.0% | Added |
| State of Wisconsin Investment Board | 14,755 | $3.03M | 0.01% | −13,643−48.0% | Reduced |
| Yousif Capital Management, LLC | 14,892 | $3.06M | 0.04% | +192+1.3% | Added |
| KBC Group NV | 15,674 | $3.22M | 0.02% | +10,033+177.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,962 | $3.28M | 0.01% | +15,962 | New |
| TownSquare Capital, LLC | 16,207 | $3.33M | 0.08% | +3,293+25.5% | Added |
| Thrivent Financial for Lutherans | 16,665 | $3.42M | 0.01% | +9,006+117.6% | Added |
| State of Tennessee, Treasury Department | 17,000 | $3.49M | 0.02% | −8,000−32.0% | Reduced |
| State of New Jersey Common Pension Fund D | 17,025 | $3.50M | 0.01% | +1,444+9.3% | Added |
| NewEdge Wealth, LLC | 17,073 | $3.51M | 0.15% | +820+5.0% | Added |
| Regions Financial Corp | 17,184 | $3.53M | 0.03% | −909−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 17,358 | $3.56M | 0.02% | +57+0.3% | Added |
| Hitchwood Capital Management LP | 17,518 | $3.60M | 1.06% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 17,624 | $3.62M | 0.03% | +800+4.8% | Added |
| US Bancorp | 17,738 | $3.64M | 0.01% | +1,917+12.1% | Added |
| Colony Group LLC | 17,764 | $3.65M | 0.05% | −124−0.7% | Reduced |
| Brown Advisory Inc | 18,048 | $3.71M | 0.01% | +488+2.8% | Added |
| Ensign Peak Advisors, Inc | 18,159 | $3.73M | 0.01% | +9,900+119.9% | Added |
| RMB Capital Management, LLC | 19,042 | $3.91M | 0.14% | +728+4.0% | Added |
| MetLife Investment Management | 19,317 | $3.97M | 0.03% | −345−1.8% | Reduced |
| Texas Permanent School Fund | 19,613 | $4.03M | 0.06% | −1,201−5.8% | Reduced |
| Oregon Public Employees Retirement Fund | 19,846 | $4.08M | 0.05% | +11,411+135.3% | Added |
| Janney Montgomery Scott LLC | 20,552 | $4.22M | 0.02% | −698−3.3% | Reduced |
| Truist Financial Corp | 20,844 | $4.28M | 0.01% | +722+3.6% | Added |
| Squarepoint Ops LLC | 21,945 | $4.51M | 0.03% | +21,945 | New |
| Amalgamated Bank | 22,030 | $4.53M | 0.04% | −22−0.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,300 | $4.79M | 0.03% | +23,300 | New |
| Susquehanna Fundamental Investments, LLC | 23,815 | $4.89M | 0.08% | −1,680−6.6% | Reduced |
| Mutual of America Capital Management LLC | 23,840 | $4.90M | 0.06% | +607+2.6% | Added |
| Citigroup Inc | 25,179 | $5.17M | 0.01% | +3,159+14.3% | Added |
| New York State Teachers Retirement System | 25,944 | $5.33M | 0.01% | +2,138+9.0% | Added |
| Rivermont Capital Management LP | 26,525 | $5.45M | 3.45% | +26,525 | New |