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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
Blueprint Investment Partners LLC1,063$218.3K0.05%+1,063New
SYSTM Wealth Solutions LLC1,056$216.9K0.03%+1,056New
Pacific Global Investment Management CO1,054$216.5K0.05%−6−0.6%Reduced
Veritable, L.P.1,043$214.2K0.00%−44−4.0%Reduced
Benjamin Edwards Inc1,030$212.0K0.06%+2+0.2%Added
Quantum Private Wealth, LLC988$202.9K0.13%+988New
Blair William & Co987$202.7K0.00%−334−25.3%Reduced
Kolinsky Wealth Management, LLC979$201.0K0.23%+979New
Hantz Financial Services, Inc.810$166.0K0.01%+123+17.9%Added
Tower Research Capital LLC (TRC)724$149.0K0.01%−2,401−76.8%Reduced
Vestcor Inc688$141.0K0.01%+688New
Allspring Global Investments Holdings, LLC649$133.3K0.00%−3,943−85.9%Reduced
Stephenson National Bank & Trust631$130.0K0.08%+631New
Eagle Bay Advisors LLC610$125.3K0.07%+59+10.7%Added
Advisory Services Network, LLC568$116.7K0.00%+568New
C M Bidwell & Associates Ltd568$116.7K0.09%00.0%Unchanged
Van Eck Associates Corp489$100.0K0.00%−20,339−97.7%Reduced
Seeyond467$95.9K0.01%+467New
Harvest Fund Management Co., Ltd544$78.0K0.02%−12−2.2%Reduced
Pinnacle Financial Partners Inc296$60.8K0.00%00.0%Unchanged
Parkside Financial Bank & Trust250$51.4K0.01%+2+0.8%Added
Covestor Ltd242$50.0K0.04%−196−44.7%Reduced
Quadrant Capital Group LLC237$48.7K0.01%+11+4.9%Added
IFP Advisors, Inc288$48.0K0.00%−42−12.7%Reduced
Activest Wealth Management234$48.0K0.01%+234New
TD Waterhouse Canada Inc.206$42.4K0.00%+206New
Baker Avenue Asset Management, LP192$39.4K0.00%+192New
Fifth Third Bancorp187$38.4K0.00%+48+34.5%Added
CWM, LLC176$36.0K0.00%−14−7.4%Reduced
Park Place Capital Corp162$33.0K0.01%+162New
Signaturefd, LLC158$32.5K0.00%+112+243.5%Added
Nisa Investment Advisors, LLC151$31.0K0.00%+3+2.0%Added
Sargent Bickham Lagudis LLC141$29.0K0.00%00.0%Unchanged
Compass Wealth Management LLC140$28.8K0.01%+140New
First Horizon Advisors, Inc.123$25.3K0.00%−1−0.8%Reduced
Central Trust Co120$24.6K0.00%−12−9.1%Reduced
National Bank of Canada107$22.0K0.00%+8+8.1%Added
Private Trust Co NA99$20.0K0.00%+99New
Huntington National Bank83$17.0K0.00%−7−7.8%Reduced
Parallel Advisors, LLC80$16.4K0.00%−7−8.0%Reduced
Ci Investments Inc.77$16.0K0.00%+75+3,750.0%Added
Belpointe Asset Management LLC75$15.4K0.00%+75New
SRS Capital Advisors, Inc.67$13.8K0.00%00.0%Unchanged
Romano Brothers and Company59$12.1K0.00%+59New
JJJ Advisors Inc.51$10.4K0.00%+46+920.0%Added
Raleigh Capital Management Inc.50$10.3K0.01%+41+455.6%Added
Global Retirement Partners, LLC49$10.1K0.00%−1−2.0%Reduced
Quent Capital, LLC49$10.1K0.00%00.0%Unchanged
Dark Forest Capital Management LP48$9.86K0.00%+48New
Proequities, Inc.45$9.24K0.00%−12−21.1%Reduced
Ten Capital Wealth Advisors, LLC44$9.04K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S42$9.00K0.00%+42New
Accurate Wealth Management, LLC37$7.48K0.00%+37New
Ellevest, Inc.32$6.57K0.00%−8−20.0%Reduced
GWM Advisors LLC26$5.34K0.00%−5,587−99.5%Reduced
Zullo Investment Group, Inc.25$5.13K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co24$4.93K0.00%−29−54.7%Reduced
Earnest Partners LLC21$4.31K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.18$3.70K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.18$3.70K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC16$3.29K0.00%+16New
Thomas J. Herzfeld Advisors, Inc.14$2.88K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.14$2.88K0.00%+1+7.7%Added
Farmers & Merchants Investments Inc13$2.67K0.00%00.0%Unchanged
Harbour Investments, Inc.13$2.67K0.00%00.0%Unchanged
Farther Finance Advisors, LLC12$2.46K0.00%+12New
Bell Investment Advisors, Inc10$2.05K0.00%−5−33.3%Reduced
Massmutual Trust Co FSB8$2.00K0.00%−11−57.9%Reduced
Front Row Advisors LLC11$2.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.7$2.00K0.00%+4+133.3%Added
Money Concepts Capital Corp9$1.85K0.00%+9New
Glassman Wealth Services8$1.64K0.00%00.0%Unchanged
Truvestments Capital LLC7$1.44K0.00%+7New
Cubist Systematic Strategies, LLC5$1.03K0.00%−1,595−99.7%Reduced
Carolinas Wealth Consulting LLC5$1.03K0.00%+5New
Red Tortoise LLC5$1.03K0.00%+5New
Sutton Wealth Advisors Inc.4$8220.00%00.0%Unchanged
Allworth Financial LP3$6160.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$4110.00%+2New
McElhenny Sheffield Capital Management, LLC2$4110.00%+2New
Glass Jacobson Investment Advisors llc2$4110.00%+2New
Cornerstone Planning Group LLC2$3880.00%+2New
Gradient Investments LLC1$2050.00%+1New
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
Penserra Capital Management LLC4$00.00%+4New
Lindbrook Capital, LLC0$00.00%−27−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−27,422−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−20,295−100.0%Sold out
Telemark Asset Management, LLC0$00.00%−20,000−100.0%Sold out
Martingale Asset Management L P0$00.00%−10,238−100.0%Sold out
Jane Street Group, LLC0$00.00%−7,817−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−7,680−100.0%Sold out
Prospera Financial Services Inc0$00.00%−7,279−100.0%Sold out
FIL Ltd0$00.00%−7,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−5,768−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−4,486−100.0%Sold out
Knowledge Leaders Capital, LLC0$00.00%−4,178−100.0%Sold out
Ergoteles LLC0$00.00%−3,700−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−3,300−100.0%Sold out
Caption Management, LLC0$00.00%−3,000−100.0%Sold out