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, Q1 2023
Institutional positions in Aspen Technology, Inc. as of Mar 31, 2023. 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
- 376
- 0 vs. Q4 2022
- Shares held
- 30.3M
- +996.7K (+3.4%) vs. Q4 2022
- Total value
- $6.86B
- +$853.0M (+14.2%) vs. Q4 2022
- New holders
- 55
- 143 more added
- Sold out
- 55
- 133 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,820,843 | $1.10B | 0.03% | +1,013,697+26.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,597,094 | $823.3M | 2.42% | +585,945+19.5% | Added |
| Vanguard Group Inc | 2,866,583 | $656.1M | 0.02% | +63,857+2.3% | Added |
| FMR LLC | 2,020,608 | $462.5M | 0.04% | −7,962−0.4% | Reduced |
| Franklin Resources Inc | 1,158,217 | $265.1M | 0.13% | +79,089+7.3% | Added |
| State Street Corp | 956,796 | $219.0M | 0.01% | +2,140+0.2% | Added |
| Neuberger Berman Group LLC | 952,942 | $218.1M | 0.20% | −15,852−1.6% | Reduced |
| Nordea Investment Management AB | 941,716 | $209.2M | 0.31% | +4,970+0.5% | Added |
| Jackson Square Partners, LLC | 735,561 | $168.3M | 4.55% | +82,038+12.6% | Added |
| Bamco Inc | 555,822 | $127.2M | 0.38% | +10,883+2.0% | Added |
| Wells Fargo & Company | 520,333 | $119.1M | 0.04% | +101,609+24.3% | Added |
| Clearbridge Investments, LLC | 477,142 | $109.2M | 0.10% | +6,279+1.3% | Added |
| Geode Capital Management, LLC | 450,826 | $103.0M | 0.01% | +14,374+3.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 449,484 | $102.9M | 0.08% | −3,680−0.8% | Reduced |
| Lazard Asset Management LLC | 397,164 | $90.9M | 0.12% | −6,218−1.5% | Reduced |
| Norges Bank | 297,273 | $68.0M | 0.01% | −77,711−20.7% | Reduced |
| Bank of New York Mellon Corp | 290,805 | $66.6M | 0.01% | −4,183−1.4% | Reduced |
| Goldman Sachs Group Inc | 267,016 | $61.1M | 0.02% | −73,449−21.6% | Reduced |
| Northern Trust Corp | 260,157 | $59.5M | 0.01% | +8,403+3.3% | Added |
| Wellington Management Group LLP | 256,063 | $58.6M | 0.01% | +41,811+19.5% | Added |
| TimesSquare Capital Management, LLC | 252,310 | $57.7M | 0.84% | +24,595+10.8% | Added |
| Morgan Stanley | 239,093 | $54.7M | 0.01% | +69,449+40.9% | Added |
| Raymond James & Associates | 237,544 | $54.4M | 0.05% | +63,369+36.4% | Added |
| Janus Henderson Group PLC | 227,470 | $52.1M | 0.03% | −80.0% | Reduced |
| AXA S.A. | 220,695 | $50.5M | 0.17% | +108,412+96.6% | Added |
| Deutsche Bank AG | 220,027 | $50.4M | 0.03% | +2,782+1.3% | Added |
| Capital Research Global Investors | 211,701 | $48.5M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 208,806 | $47.8M | 0.02% | −368−0.2% | Reduced |
| Fisher Asset Management, LLC | 207,014 | $47.4M | 0.03% | −61,398−22.9% | Reduced |
| SEI Investments Co | 206,291 | $47.2M | 0.09% | +12,129+6.2% | Added |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 175,485 | $40.2M | 1.52% | 00.0% | Unchanged |
| Fiera Capital Corp | 171,914 | $39.3M | 0.12% | −5,823−3.3% | Reduced |
| Stephens Investment Management Group LLC | 170,300 | $39.0M | 0.65% | +2,282+1.4% | Added |
| Charles Schwab Investment Management Inc | 159,999 | $36.6M | 0.01% | −48,454−23.2% | Reduced |
| Principal Financial Group Inc | 157,263 | $36.0M | 0.03% | +949+0.6% | Added |
| Price T Rowe Associates Inc | 155,375 | $35.6M | 0.01% | −713−0.5% | Reduced |
| Two Creeks Capital Management, LP | 150,185 | $34.4M | 2.29% | +41,770+38.5% | Added |
| Legal & General Group Plc | 136,687 | $31.3M | 0.01% | +2,771+2.1% | Added |
| Voya Investment Management LLC | 134,935 | $30.9M | 0.03% | −44,732−24.9% | Reduced |
| Ameriprise Financial Inc | 129,331 | $29.6M | 0.01% | −5,291−3.9% | Reduced |
| Pertento Partners LLP | 123,019 | $28.2M | 6.99% | +26,861+27.9% | Added |
| Aristotle Capital Boston, LLC | 120,484 | $27.6M | 0.85% | +3,248+2.8% | Added |
| Royal Bank of Canada | 116,565 | $26.7M | 0.01% | +25,420+27.9% | Added |
| Swiss National Bank | 114,900 | $26.3M | 0.02% | −2,800−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 111,848 | $25.6M | 0.01% | +21,864+24.3% | Added |
| Envestnet Asset Management Inc | 308,855 | $23.5M | 0.01% | +227,335+278.9% | Added |
| Stifel Financial Corp | 102,324 | $23.4M | 0.03% | +27,564+36.9% | Added |
| Invesco Ltd. | 100,366 | $23.0M | 0.01% | −24,159−19.4% | Reduced |
| Bank of America Corp | 96,752 | $22.1M | 0.00% | −37,760−28.1% | Reduced |
| Rhumbline Advisers | 93,473 | $21.4M | 0.03% | +1,352+1.5% | Added |
| Lord, Abbett & Co. LLC | 89,288 | $20.4M | 0.07% | −314,698−77.9% | Reduced |
| California Public Employees Retirement System | 82,826 | $19.0M | 0.02% | −47,531−36.5% | Reduced |
| UBS Asset Management Americas Inc | 81,725 | $18.7M | 0.01% | +9,645+13.4% | Added |
| Howland Capital Management LLC | 75,938 | $17.4M | 1.05% | −5,754−7.0% | Reduced |
| Thornburg Investment Management Inc | 60,602 | $13.9M | 0.23% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 60,532 | $13.9M | 0.07% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 64,931 | $13.7M | 0.09% | +31,637+95.0% | Added |
| Credit Suisse AG | 55,698 | $12.7M | 0.01% | +10,456+23.1% | Added |
| Nuveen Asset Management, LLC | 55,339 | $12.7M | 0.00% | −2,264−3.9% | Reduced |
| JPMorgan Chase & Co | 51,965 | $11.9M | 0.00% | +8,375+19.2% | Added |
| Natixis Advisors, L.P. | 49,564 | $11.3M | 0.04% | +8,295+20.1% | Added |
| American Century Companies Inc | 48,506 | $11.1M | 0.01% | +43,519+872.6% | Added |
| California State Teachers Retirement System | 48,236 | $11.0M | 0.02% | −351−0.7% | Reduced |
| Kornitzer Capital Management Inc | 46,327 | $10.6M | 0.21% | +265+0.6% | Added |
| American International Group, Inc. | 45,081 | $10.3M | 0.07% | −266−0.6% | Reduced |
| Swedbank AB | 44,813 | $10.3M | 0.02% | −23,128−34.0% | Reduced |
| Alliancebernstein L.P. | 42,161 | $9.65M | 0.00% | −3,181−7.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 39,817 | $9.11M | 0.39% | +11,583+41.0% | Added |
| Retirement Systems of Alabama | 38,083 | $8.72M | 0.04% | −195−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 35,118 | $8.04M | 0.02% | −264,134−88.3% | Reduced |
| Spence Asset Management | 32,412 | $7.42M | 2.37% | +32,412 | New |
| Truist Financial Corp | 31,865 | $7.29M | 0.01% | +11,021+52.9% | Added |
| Janney Montgomery Scott LLC | 30,374 | $6.95M | 0.03% | +9,822+47.8% | Added |
| New York State Common Retirement Fund | 29,564 | $6.77M | 0.01% | −999−3.3% | Reduced |
| State Board of Administration of Florida Retirement System | 29,061 | $6.65M | 0.02% | −900−3.0% | Reduced |
| Barclays PLC | 27,697 | $6.34M | 0.01% | −1,150−4.0% | Reduced |
| Woodline Partners LP | 27,685 | $6.34M | 0.09% | +214+0.8% | Added |
| Texas Permanent School Fund | 26,139 | $5.98M | 0.06% | +6,526+33.3% | Added |
| HRT Financial LP | 26,137 | $5.98M | 0.07% | +16,318+166.2% | Added |
| New York State Teachers Retirement System | 25,944 | $5.94M | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 25,969 | $5.47M | 0.01% | −3,957−13.2% | Reduced |
| Ensign Peak Advisors, Inc | 23,809 | $5.45M | 0.01% | +5,650+31.1% | Added |
| Amundi | 23,663 | $5.39M | 0.00% | −4,954−17.3% | Reduced |
| Mutual of America Capital Management LLC | 23,435 | $5.36M | 0.06% | −405−1.7% | Reduced |
| NewEdge Wealth, LLC | 21,936 | $5.02M | 0.19% | +4,863+28.5% | Added |
| Rockefeller Capital Management L.P. | 21,365 | $4.89M | 0.02% | +4,007+23.1% | Added |
| Amalgamated Bank | 21,027 | $4.81M | 0.04% | −1,003−4.6% | Reduced |
| Aviva PLC | 20,332 | $4.65M | 0.02% | −10,533−34.1% | Reduced |
| Rivermont Capital Management LP | 19,720 | $4.51M | 2.48% | −6,805−25.7% | Reduced |
| Victory Capital Management Inc | 19,640 | $4.50M | 0.01% | −8,330−29.8% | Reduced |
| Oregon Public Employees Retirement Fund | 19,505 | $4.46M | 0.06% | −341−1.7% | Reduced |
| MetLife Investment Management | 18,903 | $4.33M | 0.03% | −414−2.1% | Reduced |
| RMB Capital Management, LLC | 18,822 | $4.31M | 0.15% | −220−1.2% | Reduced |
| Citadel Advisors LLC | 18,819 | $4.31M | 0.00% | +10,120+116.3% | Added |
| Advisor Group Holdings, Inc. | 18,175 | $4.16M | 0.01% | +5,069+38.7% | Added |
| Boston Trust Walden Corp | 18,073 | $4.14M | 0.04% | −89,413−83.2% | Reduced |
| Brown Advisory Inc | 17,948 | $4.11M | 0.01% | −100−0.6% | Reduced |
| Colony Group LLC | 17,309 | $3.96M | 0.06% | −455−2.6% | Reduced |
| ExodusPoint Capital Management, LP | 17,171 | $3.93M | 0.04% | +12,588+274.7% | Added |
| Citigroup Inc | 17,068 | $3.91M | 0.01% | −8,111−32.2% | Reduced |