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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.

Institutional holdersQ4 2022: 385 institutions
Q1 2021: 376 institutionsQ2 2021: 364 institutionsQ3 2021: 351 institutionsQ4 2021: 382 institutionsQ1 2022: 381 institutionsQ2 2022: 318 institutionsQ3 2022: 341 institutionsQ4 2022: 385 institutionsQ1 2023: 376 institutionsQ2 2023: 357 institutionsQ3 2023: 370 institutionsQ4 2023: 372 institutionsQ1 2024: 390 institutionsQ2 2024: 395 institutionsQ3 2024: 426 institutionsQ4 2024: 450 institutionsQ1 2025: 7 institutionsQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ4 2022: $6.01B
Q1 2021: $9.68BQ2 2021: $9.55BQ3 2021: $8.28BQ4 2021: $9.84BQ1 2022: $10.8BQ2 2022: $4.50BQ3 2022: $6.89BQ4 2022: $6.01BQ1 2023: $6.86BQ2 2023: $4.83BQ3 2023: $5.87BQ4 2023: $6.34BQ1 2024: $6.06BQ2 2024: $5.79BQ3 2024: $7.00BQ4 2024: $6.92BQ1 2025: $8.49MQ2 2025: $200Q3 2025: $200Q4 2025: $200Q1 2026: $200Q2 2026: $200
Institutions holding AZPN and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20261$200
Q4 20251$200
Q3 20251$200
Q2 20251$200
Q1 20257$8.49M
Q4 2024450$6.92B
Q3 2024426$7.00B
Q2 2024395$5.79B
Q1 2024390$6.06B
Q4 2023372$6.34B
Q3 2023370$5.87B
Q2 2023357$4.83B
Q1 2023376$6.86B
Q4 2022385$6.01B
Q3 2022341$6.89B
Q2 2022318$4.50B
Q1 2022381$10.8B
Q4 2021382$9.84B
Q3 2021351$8.28B
Q2 2021364$9.55B
Q1 2021376$9.68B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2022.

Institutions holding AZPN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tocqueville Asset Management L.P.0$00.00%−2,373−100.0%Sold out
CTC Capital Management, LLC0$00.00%−2,200−100.0%Sold out
Capital Asset Advisory Services LLC0$00.00%−1,677−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−1,519−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−1,515−100.0%Sold out
Creative Planning0$00.00%−1,152−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−1,122−100.0%Sold out
Caxton Associates LP0$00.00%−1,114−100.0%Sold out
Shepherd Financial Partners LLC0$00.00%−970−100.0%Sold out
Quantamental Technologies LLC0$00.00%−941−100.0%Sold out
Advisor Partners II, LLC0$00.00%−929−100.0%Sold out
Brookstone Capital Management0$00.00%−889−100.0%Sold out
Hutchens & Kramer Investment Management Group, LLC0$00.00%−842−100.0%Sold out
Acadian Asset Management LLC0$00.00%−768−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−430−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−367−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−214−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−157−100.0%Sold out
Castle Wealth Management LLC0$00.00%−113−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−91−100.0%Sold out
Meeder Asset Management Inc0$00.00%−88−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−34−100.0%Sold out
Bogart Wealth, LLC0$00.00%−26−100.0%Sold out
Simplex Trading, LLC0$00.00%−23−100.0%Sold out
Trust Co of Vermont0$00.00%−14−100.0%Sold out
Howe & Rusling Inc0$00.00%−9−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−8−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−5−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−6−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−1−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−1−100.0%Sold out
Eaton Vance Management––––Not filed
AGF Investments LLC––––Not filed
FourThought Financial, LLC––––Not filed
USA Financial Portformulas Corp––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Portfolios Advisors––––Not filed