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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 3,388 | $695.9K | 0.01% | +3,388 | New |
| Close Asset Management Ltd | 3,339 | $685.0K | 0.04% | +3,339 | New |
| Heritage Wealth Management, LLC | 3,258 | $669.2K | 0.10% | +1,809+124.8% | Added |
| DekaBank Deutsche Girozentrale | 3,239 | $654.0K | 0.00% | +3,037+1,503.5% | Added |
| Belvedere Trading LLC | 3,150 | $647.0K | 0.37% | +3,150 | New |
| Teacher Retirement System of Texas | 3,151 | $647.0K | 0.00% | −3,914−55.4% | Reduced |
| Banque Pictet & Cie SA | 3,110 | $638.8K | 0.01% | +3,110 | New |
| Mariner, LLC | 3,045 | $625.0K | 0.00% | −176−5.5% | Reduced |
| Bessemer Securities LLC | 3,023 | $621.0K | 0.28% | −1,900−38.6% | Reduced |
| Empowered Funds, LLC | 2,934 | $602.6K | 0.04% | +347+13.4% | Added |
| Equitable Trust Co | 2,927 | $601.2K | 0.05% | +2,927 | New |
| First Republic Investment Management, Inc. | 2,854 | $586.2K | 0.00% | +1,004+54.3% | Added |
| Aigen Investment Management, LP | 2,828 | $580.9K | 0.08% | +2,828 | New |
| DuPont Capital Management Corp | 2,824 | $580.0K | 0.03% | −416−12.8% | Reduced |
| First Trust Advisors LP | 2,795 | $574.1K | 0.00% | −559−16.7% | Reduced |
| Captrust Financial Advisors | 2,767 | $568.3K | 0.00% | +513+22.8% | Added |
| Banco Santander, S.A. | 2,723 | $559.3K | 0.01% | +10+0.4% | Added |
| Securian Asset Management, Inc | 2,715 | $557.7K | 0.02% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 2,700 | $554.6K | 0.00% | +2,700 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,687 | $551.9K | 0.01% | −1,492−35.7% | Reduced |
| Advisor OS, LLC | 2,677 | $549.9K | 0.15% | +39+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,675 | $549.4K | 0.07% | −73−2.7% | Reduced |
| ProShare Advisors LLC | 2,615 | $537.1K | 0.00% | +120+4.8% | Added |
| Bank of Nova Scotia | 2,587 | $531.5K | 0.00% | −1,739−40.2% | Reduced |
| British Columbia Investment Management Corp | 2,580 | $529.9K | 0.01% | +2,580 | New |
| JustInvest LLC | 2,481 | $509.6K | 0.02% | −5−0.2% | Reduced |
| Hanseatic Management Services Inc | 2,445 | $502.0K | 1.27% | −174−6.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,411 | $496.0K | 0.01% | −162−6.3% | Reduced |
| HighTower Advisors, LLC | 2,485 | $491.0K | 0.00% | +3+0.1% | Added |
| FourThought Financial Partners, LLC | 2,345 | $481.8K | 0.07% | +2,345 | New |
| Virtu Financial LLC | 2,337 | $480.0K | 0.06% | +2,337 | New |
| Nichols & Pratt Advisers LLP | 2,315 | $475.5K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,311 | $474.7K | 0.00% | +353+18.0% | Added |
| Magnetar Financial LLC | 2,294 | $471.0K | 0.01% | +2,294 | New |
| Prudential PLC | 2,283 | $468.9K | 0.01% | +2,283 | New |
| Garrison Asset Management, LLC | 2,274 | $467.1K | 0.30% | −123−5.1% | Reduced |
| LVW Advisors, LLC | 2,272 | $466.7K | 0.10% | −154−6.3% | Reduced |
| Bayesian Capital Management, LP | 2,267 | $465.6K | 0.07% | +400+21.4% | Added |
| Assenagon Asset Management S.A. | 2,226 | $457.0K | 0.00% | +1,080+94.2% | Added |
| Shell Asset Management Co | 2,209 | $454.0K | 0.02% | −446−16.8% | Reduced |
| FORA Capital, LLC | 2,182 | $448.2K | 0.07% | +2,182 | New |
| Maryland State Retirement & Pension System | 2,170 | $445.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,135 | $438.5K | 0.00% | +115+5.7% | Added |
| Studio Investment Management LLC | 2,128 | $437.1K | 0.14% | +101+5.0% | Added |
| Cna Financial Corp | 2,102 | $431.8K | 0.26% | −1,601−43.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,090 | $429.3K | 0.23% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,070 | $425.0K | 0.01% | −100−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,059 | $422.9K | 0.01% | +1,853+899.5% | Added |
| Outlook Wealth Advisors, LLC | 2,031 | $417.2K | 0.20% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,026 | $417.0K | 0.04% | +2,026 | New |
| TD Asset Management Inc | 2,020 | $414.9K | 0.00% | +2,020 | New |
| D. E. Shaw & Co., Inc. | 2,000 | $410.8K | 0.00% | +1,118+126.8% | Added |
| Westpac Banking Corp | 1,985 | $407.7K | 0.01% | +1,985 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,985 | $407.7K | 0.01% | +1,985 | New |
| AQR Capital Management LLC | 1,930 | $392.1K | 0.00% | −8−0.4% | Reduced |
| CIBC Asset Management Inc | 1,908 | $391.9K | 0.00% | +796+71.6% | Added |
| Assetmark, Inc | 1,773 | $364.2K | 0.00% | +164+10.2% | Added |
| Kula Investments, LLC | 1,773 | $364.2K | 0.13% | +1,773 | New |
| Intercontinental Wealth Advisors, LLC | 1,766 | $362.7K | 0.11% | −5−0.3% | Reduced |
| Ieq Capital, LLC | 1,725 | $354.3K | 0.01% | +43+2.6% | Added |
| Meridian Financial Partners LLC | 1,764 | $342.0K | 0.38% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,638 | $336.4K | 0.02% | +1,638 | New |
| Wesbanco Bank Inc | 1,628 | $334.0K | 0.01% | +1,628 | New |
| Raymond James Financial Services Advisors, Inc. | 1,610 | $330.7K | 0.00% | +57+3.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,608 | $330.3K | 0.22% | +137+9.3% | Added |
| Public Sector Pension Investment Board | 1,600 | $328.6K | 0.00% | +1,600 | New |
| Exchange Capital Management, Inc. | 1,580 | $324.5K | 0.07% | −20−1.3% | Reduced |
| Ethic Inc. | 1,531 | $314.5K | 0.02% | +1,531 | New |
| Kestra Advisory Services, LLC | 1,525 | $313.2K | 0.00% | +608+66.3% | Added |
| Moneta Group Investment Advisors LLC | 1,575 | $313.0K | 0.01% | +64+4.2% | Added |
| Schroder Investment Management Group | 1,521 | $312.4K | 0.00% | −680−30.9% | Reduced |
| Shelton Capital Management | 1,511 | $310.4K | 0.03% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,498 | $307.7K | 0.32% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,487 | $305.4K | 0.00% | +1,487 | New |
| Affinity Investment Advisors, LLC | 1,480 | $304.0K | 0.14% | +1,480 | New |
| D.A. Davidson & Co. | 1,476 | $303.4K | 0.00% | +17+1.2% | Added |
| Commerce Bank | 1,475 | $303.0K | 0.00% | −4−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,468 | $302.0K | 0.00% | +1,468 | New |
| Whittier Trust Co | 1,450 | $297.8K | 0.01% | −610−29.6% | Reduced |
| Lincoln National Corp | 1,444 | $296.6K | 0.01% | +24+1.7% | Added |
| Curated Wealth Partners LLC | 1,416 | $290.8K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 1,359 | $279.1K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,338 | $274.8K | 0.00% | +57+4.4% | Added |
| Ontario Teachers Pension Plan Board | 1,338 | $274.8K | 0.00% | +1,338 | New |
| Petrus Trust Company, LTA | 1,306 | $268.3K | 0.03% | +1,306 | New |
| E. Ohman J:or Asset Management AB | 1,300 | $267.0K | 0.01% | +1,300 | New |
| Icon Wealth Advisors, LLC | 1,272 | $261.3K | 0.03% | −75−5.6% | Reduced |
| Profund Advisors LLC | 1,254 | $257.6K | 0.02% | +128+11.4% | Added |
| EverSource Wealth Advisors, LLC | 1,253 | $257.4K | 0.04% | −725−36.7% | Reduced |
| XTX Topco Ltd | 1,248 | $256.3K | 0.05% | +1,248 | New |
| Prelude Capital Management, LLC | 1,247 | $256.1K | 0.02% | +1,247 | New |
| Tiaa, FSB | 1,233 | $253.3K | 0.00% | +3+0.2% | Added |
| Commonwealth Equity Services, LLC | 1,234 | $253.0K | 0.00% | +1,234 | New |
| Swiss Life Asset Management Ltd | 1,220 | $251.5K | 0.00% | +1,220 | New |
| National Asset Management, Inc. | 1,201 | $246.7K | 0.01% | −835−41.0% | Reduced |
| Verition Fund Management LLC | 1,195 | $245.5K | 0.00% | −111−8.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,173 | $240.9K | 0.11% | +1,173 | New |
| Wallace Advisory Group, LLC | 1,137 | $233.5K | 0.18% | +1,137 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,100 | $225.9K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,072 | $220.2K | 0.00% | +1,072 | New |