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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, 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.

Institutional holdersQ1 2023: 376 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 heldQ1 2023: $6.86B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2022.

Institutions holding AZPN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
Centerpoint Advisors, LLC2$00.00%+2New
Sofos Investments, Inc.229$10.00%+229New
TFC Financial Management1$2290.00%+1New
Prestige Wealth Management Group LLC2$4580.00%00.0%Unchanged
Lindbrook Capital, LLC3$6870.00%+3New
Allworth Financial LP4$9160.00%+1+33.3%Added
Carolinas Wealth Consulting LLC5$1.14K0.00%00.0%Unchanged
Red Tortoise LLC5$1.14K0.00%00.0%Unchanged
Grove Bank & Trust5$1.14K0.00%+5New
Cullen/Frost Bankers, Inc.6$1.37K0.00%+6New
Glassman Wealth Services7$1.60K0.00%−1−12.5%Reduced
Syverson Strege & Co7$1.60K0.00%+7New
Gradient Investments LLC8$1.83K0.00%+7+700.0%Added
Farther Finance Advisors, LLC10$2.29K0.00%−2−16.7%Reduced
Versant Capital Management, Inc11$2.52K0.00%+11New
Ellevest, Inc.12$2.75K0.00%−20−62.5%Reduced
Harbour Investments, Inc.13$2.98K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc13$2.98K0.00%00.0%Unchanged
Front Row Advisors LLC11$3.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.11$3.00K0.00%+4+57.1%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$3.20K0.00%+14New
Bell Investment Advisors, Inc14$3.21K0.00%+4+40.0%Added
Washington Trust Advisors, Inc.15$3.43K0.00%+1+7.1%Added
TCI Wealth Advisors, Inc.18$4.12K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.18$4.12K0.00%00.0%Unchanged
Clearstead Advisors, LLC18$4.12K0.00%+18New
Values First Advisors, Inc.20$4.46K0.00%+20New
Earnest Partners LLC21$4.81K0.00%00.0%Unchanged
Steward Financial Group LLC22$5.00K0.00%+22New
Thomas J. Herzfeld Advisors, Inc.23$5.26K0.00%+9+64.3%Added
Advisors Asset Management, Inc.29$6.64K0.00%+29New
GPS Wealth Strategies Group, LLC34$7.78K0.00%+34New
Massmutual Trust Co FSB41$9.38K0.00%+33+412.5%Added
Column Capital Advisors, LLC42$9.61K0.00%+42New
Global Retirement Partners, LLC55$9.86K0.00%+6+12.2%Added
JJJ Advisors Inc.41$9.91K0.00%−10−19.6%Reduced
Arlington Partners LLC45$10.3K0.00%+45New
Quent Capital, LLC49$11.2K0.00%00.0%Unchanged
Raleigh Capital Management Inc.61$14.0K0.01%+11+22.0%Added
Parallel Advisors, LLC68$15.6K0.00%−12−15.0%Reduced
Ci Investments Inc.77$18.0K0.00%00.0%Unchanged
Huntington National Bank81$18.5K0.00%−2−2.4%Reduced
Private Trust Co NA81$18.5K0.00%−18−18.2%Reduced
Bokf, NA86$19.7K0.00%+86New
Venturi Wealth Management, LLC87$19.9K0.00%+87New
BI Asset Management Fondsmaeglerselskab A/S87$20.0K0.00%+45+107.1%Added
WealthPLAN Partners, LLC95$21.7K0.00%+95New
Park Place Capital Corp97$22.2K0.01%−65−40.1%Reduced
SRS Capital Advisors, Inc.97$22.2K0.00%+30+44.8%Added
National Bank of Canada106$24.3K0.00%−1−0.9%Reduced
IFP Advisors, Inc150$24.9K0.00%−138−47.9%Reduced
Allspring Global Investments Holdings, LLC111$25.4K0.00%−538−82.9%Reduced
Signaturefd, LLC111$25.4K0.00%−47−29.7%Reduced
Harvest Fund Management Co., Ltd116$27.0K0.01%−428−78.7%Reduced
Nisa Investment Advisors, LLC116$27.0K0.00%−35−23.2%Reduced
First Horizon Advisors, Inc.118$27.0K0.00%−5−4.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund128$29.3K0.00%+128New
Fifth Third Bancorp136$31.1K0.00%−51−27.3%Reduced
Compass Wealth Management LLC140$32.0K0.01%00.0%Unchanged
Belpointe Asset Management LLC141$32.3K0.00%+66+88.0%Added
CWM, LLC143$33.0K0.00%−33−18.8%Reduced
Covestor Ltd171$39.0K0.03%−71−29.3%Reduced
Activest Wealth Management234$50.9K0.03%00.0%Unchanged
TD Waterhouse Canada Inc.232$53.6K0.00%+26+12.6%Added
Ossiam238$54.5K0.00%+238New
Central Trust Co245$56.1K0.00%+125+104.2%Added
Pinnacle Financial Partners Inc296$67.7K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co353$80.8K0.00%+329+1,370.8%Added
Quadrant Capital Group LLC357$81.7K0.01%+120+50.6%Added
Van Eck Associates Corp399$91.0K0.00%−90−18.4%Reduced
Ostrum Asset Management493$112.8K0.01%+493New
C M Bidwell & Associates Ltd559$127.9K0.10%−9−1.6%Reduced
WealthPlan Investment Management, LLC562$128.6K0.02%+562New
Advisory Services Network, LLC571$130.7K0.00%+3+0.5%Added
Stephenson National Bank & Trust631$144.4K0.09%00.0%Unchanged
Vestcor Inc688$157.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC758$173.5K0.10%+148+24.3%Added
Macquarie Group Ltd836$192.2K0.00%−263,835−99.7%Reduced
Lido Advisors, LLC875$200.3K0.00%+875New
Foundry Partners, LLC886$202.8K0.01%+886New
Blair William & Co889$203.5K0.00%−98−9.9%Reduced
Alberta Investment Management Corp900$206.0K0.00%+900New
Hantz Financial Services, Inc.899$206.0K0.01%+89+11.0%Added
Pitcairn Co931$213.1K0.02%+931New
Presidio Capital Management, LLC947$216.7K0.19%+947New
Benjamin Edwards Inc948$217.0K0.05%−82−8.0%Reduced
Oppenheimer Asset Management Inc.954$218.3K0.00%−5,227−84.6%Reduced
Aureus Asset Management, LLC956$218.8K0.02%+956New
Cetera Investment Advisers965$220.9K0.00%+965New
Thrive Wealth Management, LLC967$221.3K0.06%+967New
Shepherd Financial Partners LLC970$222.0K0.04%+970New
Advisor Partners II, LLC987$225.9K0.01%+987New
Quantum Private Wealth, LLC988$226.1K0.12%00.0%Unchanged
Profund Advisors LLC1,046$239.4K0.01%−208−16.6%Reduced
Pacific Global Investment Management CO1,048$239.9K0.05%−6−0.6%Reduced
Bessemer Group Inc1,072$246.0K0.00%−151,193−99.3%Reduced
Winton Group Ltd1,111$254.3K0.02%+1,111New
Wallace Advisory Group, LLC1,131$258.9K0.20%−6−0.5%Reduced
Wealth Alliance1,131$258.9K0.04%+1,131New